Intersect Capital’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Intersect Capital’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
2022 Q2	$280K	Sell	6,872 -39,706	-85%	-$1.77M	0.08%	248
2022 Q1	$2.24M	Buy	46,578 +994	+2%	+$48.4K	0.43%	48
2021 Q4	$2.33M	Buy	45,584 +762	+2%	+$39.1K	0.43%	47
2021 Q3	$2.26M	Buy	44,822 +4,183	+10%	+$218K	0.39%	53
2021 Q2	$2.09M	Buy	40,639 +5,218	+15%	+$269K	0.37%	56
2021 Q1	$1.74M	Buy	35,421 +2,666	+8%	+$130K	0.35%	57
2020 Q4	$1.55M	Buy	32,755 +21,551	+192%	+$948K	0.34%	61
2020 Q3	$458K	Sell	11,204 -83	-0.7%	-$3.4K	0.12%	121
2020 Q2	$438K	Buy	11,287 +54	+0.5%	+$1.97K	0.14%	104
2020 Q1	$375K	Buy	11,233 +753	+7%	+$30.2K	0.15%	110
2019 Q4	$462K	Sell	10,480 -4	-0%	-$171	0.15%	106
2019 Q3	$431K	Buy	10,484 +717	+7%	+$29.3K	0.16%	103
2019 Q2	$407K	Buy	+9,767	New	+$403K	0.16%	106
2018 Q1	–	Sell	-4,476	Closed	-$201K	–	124
2017 Q4	$201K	Buy	+4,476	New	+$198K	0.11%	114
2015 Q2	–	Sell	-1,927	Closed	-$80K	–	355
2015 Q1	$80K	Buy	1,927 +1,502	+353%	+$58.9K	0.06%	140
2014 Q4	$16K	Buy	+425	New	+$16.5K	0.01%	303

Other funds holding VEA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Intersect Capital's VEA Position: Q2 2022 in Review

Intersect Capital reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 85% in Q2 2022, selling an estimated $1.77M and leaving 6,872 shares worth $280K. The position accounts for 0.08% of the portfolio, ranked #248.

Intersect Capital first reported a position in VEA in Q4 2014 and has held it in 16 quarters since. The position peaked at $2.33M in Q4 2021. 1,765 funds tracked by Wall St. Rank hold VEA as of Q2 2022.

Intersect Capital held 6,872 shares of Vanguard FTSE Developed Markets ETF worth $280K as of Q2 2022.
Intersect Capital sold 39,706 Vanguard FTSE Developed Markets ETF shares in Q2 2022, an estimated $1.77M.
Vanguard FTSE Developed Markets ETF made up 0.08% of Intersect Capital's portfolio in Q2 2022, its #248 holding.
Intersect Capital first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2014 and has held it in 16 quarters since.
Intersect Capital's Vanguard FTSE Developed Markets ETF position peaked at $2.33M in Q4 2021.
1,765 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2022.

Based on Intersect Capital's 13F filing for Q2 2022, filed 2 Sep 2022.