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

Keel Point 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
2014 Q4	$4.95M	Buy	+130,570	New	+$5.06M	3.98%	4

Other funds holding VEA

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

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

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Keel Point Advisors's VEA Position: Q4 2014 in Review

Keel Point Advisors opened a new position in Vanguard FTSE Developed Markets ETF (VEA) in Q4 2014: 130,570 shares worth $4.95M. The stake represents 3.98% of the portfolio and ranks #4 among its holdings.

529 funds tracked by Wall St. Rank hold VEA as of Q4 2014.

Keel Point Advisors held 130,570 shares of Vanguard FTSE Developed Markets ETF worth $4.95M as of Q4 2014.
Vanguard FTSE Developed Markets ETF was a new Keel Point Advisors position in Q4 2014.
Vanguard FTSE Developed Markets ETF made up 3.98% of Keel Point Advisors's portfolio in Q4 2014, its #4 holding.
529 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2014.

Based on Keel Point Advisors's 13F filing for Q4 2014, filed 6 Feb 2015.