KL
VEA icon

Kinsight LLC’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Kinsight LLC’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
Q2 		$13.6M Sell
329,159
-21,095
-6% -$860K 7.73% 3
2017
Q1 		$13.8M Sell
350,254
-33,760
-9% -$1.29M 7.44% 4
2016
Q4 		$14M Buy
384,014
+33,847
+10% +$1.23M 7.35% 4
2016
Q3 		$13.1M Sell
350,167
-819
-0.2% -$30.1K 7.03% 4
2016
Q2 		$12.4M Sell
350,986
-1,576
-0.4% -$56.9K 6.91% 4
2016
Q1 		$12.7M Buy
352,562
+84,767
+32% +$2.93M 7.27% 3
2015
Q4 		$9.83M Buy
267,795
+14,258
+6% +$535K 5.73% 5
2015
Q3 		$9.04M Sell
253,537
-27,943
-10% -$1.07M 6.08% 6
2015
Q2 		$11.2M Sell
281,480
-16,675
-6% -$690K 5.73% 6
2015
Q1 		$11.9M Sell
298,155
-5,934
-2% -$233K 5.71% 6
2014
Q4 		$11.5M Sell
304,089
-59,655
-16% -$2.31M 5.67% 5
2014
Q3 		$14.5M Sell
363,744
-50,617
-12% -$2.11M 7.96% 4
2014
Q2 		$17.6M Buy
414,361
+4,050
+1% +$171K 10.45% 3
2014
Q1 		$16.9M Sell
410,311
-5,528
-1% -$226K 10.35% 3
2013
Q4 		$17.3M Sell
415,839
-238
-0.1% -$9.65K 10.43% 3
2013
Q3 		$16.5M Sell
416,077
-12,960
-3% -$493K 10.15% 3
2013
Q2 		$15.3M Buy
+429,037
New +$16M 10.3% 3

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
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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

Kinsight LLC's VEA Position: Q2 2017 in Review

Kinsight LLC reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 6% in Q2 2017, selling an estimated $860K and leaving 329,159 shares worth $13.6M. The position accounts for 7.73% of the portfolio, ranked #3.

Kinsight LLC first reported a position in VEA in Q2 2013 and has held it in 17 quarters since. The position peaked at $17.6M in Q2 2014. 832 funds tracked by Wall St. Rank hold VEA as of Q2 2017.

  • Kinsight LLC held 329,159 shares of Vanguard FTSE Developed Markets ETF worth $13.6M as of Q2 2017.
  • Kinsight LLC sold 21,095 Vanguard FTSE Developed Markets ETF shares in Q2 2017, an estimated $860K.
  • Vanguard FTSE Developed Markets ETF made up 7.73% of Kinsight LLC's portfolio in Q2 2017, its #3 holding.
  • Kinsight LLC first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2013 and has held it in 17 quarters since.
  • Kinsight LLC's Vanguard FTSE Developed Markets ETF position peaked at $17.6M in Q2 2014.
  • 832 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2017.

Based on Kinsight LLC's 13F filing for Q2 2017, filed 24 Jul 2017.