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Jacobus Wealth Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Jacobus Wealth Management’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
2017
Q3 		$964K Buy
22,200
+1,706
+8% +$72.4K 0.25% 73
2017
Q2 		$847K Buy
20,494
+2,742
+15% +$112K 0.23% 77
2017
Q1 		$698K Sell
17,752
-3,484
-16% -$134K 0.2% 84
2016
Q4 		$776K Sell
21,236
-1,719
-7% -$62.7K 0.23% 77
2016
Q3 		$859K Buy
22,955
+19,050
+488% +$700K 0.25% 74
2016
Q2 		$138K Sell
3,905
-4,235
-52% -$153K 0.04% 187
2016
Q1 		$292K Buy
8,140
+165
+2% +$5.69K 0.09% 166
2015
Q4 		$293K Sell
7,975
-10,600
-57% -$398K 0.08% 171
2015
Q3 		$662K Buy
18,575
+2,545
+16% +$97.8K 0.19% 91
2015
Q2 		$636K Sell
16,030
-250
-2% -$10.3K 0.16% 103
2015
Q1 		$648K Hold
16,280
– – 0.17% 103
2014
Q4 		$617K Sell
16,280
-4,325
-21% -$167K 0.16% 104
2014
Q3 		$819K Hold
20,605
– – 0.23% 88
2014
Q2 		$878K Sell
20,605
-860
-4% -$36.2K 0.22% 90
2014
Q1 		$886K Buy
21,465
+1,225
+6% +$50.2K 0.22% 91
2013
Q4 		$844K Buy
+20,240
New +$821K 0.24% 89

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
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
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Jacobus Wealth Management's VEA Position: Q3 2017 in Review

Jacobus Wealth Management increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 8.3% in Q3 2017, buying an estimated $72.4K and bringing the position to 22,200 shares worth $964K. The position accounts for 0.25% of the portfolio, ranked #73.

Jacobus Wealth Management first reported a position in VEA in Q4 2013 and has held it in 16 quarters since. 863 funds tracked by Wall St. Rank hold VEA as of Q3 2017.

  • Jacobus Wealth Management held 22,200 shares of Vanguard FTSE Developed Markets ETF worth $964K as of Q3 2017.
  • Jacobus Wealth Management bought 1,706 Vanguard FTSE Developed Markets ETF shares in Q3 2017, an estimated $72.4K.
  • Vanguard FTSE Developed Markets ETF made up 0.25% of Jacobus Wealth Management's portfolio in Q3 2017, its #73 holding.
  • Jacobus Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2013 and has held it in 16 quarters since.
  • 863 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2017.

Based on Jacobus Wealth Management's 13F filing for Q3 2017, filed 31 Oct 2017.