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Cynosure Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Cynosure Advisors’s Portfolio VEA Stock Details VEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		$14.5M Hold
334,318
– – 6.07% 4
2018
Q2 		$14.3M Hold
334,318
– – 3.9% 4
2018
Q1 		$14.8M Buy
334,318
+1,573
+0.5% +$71.4K 3.73% 4
2017
Q4 		$14.9M Buy
+332,745
New +$14.7M 3.43% 4

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

Cynosure Advisors's VEA Position: Q3 2018 in Review

Cynosure Advisors held its Vanguard FTSE Developed Markets ETF (VEA) position steady in Q3 2018 at 334,318 shares worth $14.5M. The position accounts for 6.07% of the portfolio, ranked #4.

Cynosure Advisors first reported a position in VEA in Q4 2017 and has held it in 4 quarters since. The position peaked at $14.9M in Q4 2017. 1,057 funds tracked by Wall St. Rank hold VEA as of Q3 2018.

  • Cynosure Advisors held 334,318 shares of Vanguard FTSE Developed Markets ETF worth $14.5M as of Q3 2018.
  • Cynosure Advisors left its Vanguard FTSE Developed Markets ETF share count unchanged in Q3 2018.
  • Vanguard FTSE Developed Markets ETF made up 6.07% of Cynosure Advisors's portfolio in Q3 2018, its #4 holding.
  • Cynosure Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2017 and has held it in 4 quarters since.
  • Cynosure Advisors's Vanguard FTSE Developed Markets ETF position peaked at $14.9M in Q4 2017.
  • 1,057 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2018.

Based on Cynosure Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.