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Integrated Wealth Counsel’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Integrated Wealth Counsel’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
2016
Q4 		$29K Hold
786
– – 0.06% 95
2016
Q3 		$29K Buy
+786
New +$28.9K 0.06% 85

Other funds holding VEA

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Integrated Wealth Counsel's VEA Position: Q4 2016 in Review

Integrated Wealth Counsel held its Vanguard FTSE Developed Markets ETF (VEA) position steady in Q4 2016 at 786 shares worth $29K. The position accounts for 0.06% of the portfolio, ranked #95.

Integrated Wealth Counsel first reported a position in VEA in Q3 2016 and has held it in 2 quarters since. 733 funds tracked by Wall St. Rank hold VEA as of Q4 2016.

  • Integrated Wealth Counsel held 786 shares of Vanguard FTSE Developed Markets ETF worth $29K as of Q4 2016.
  • Integrated Wealth Counsel left its Vanguard FTSE Developed Markets ETF share count unchanged in Q4 2016.
  • Vanguard FTSE Developed Markets ETF made up 0.06% of Integrated Wealth Counsel's portfolio in Q4 2016, its #95 holding.
  • Integrated Wealth Counsel first reported a position in Vanguard FTSE Developed Markets ETF in Q3 2016 and has held it in 2 quarters since.
  • 733 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2016.

Based on Integrated Wealth Counsel's 13F filing for Q4 2016, filed 6 Feb 2017.