Ladenburg Thalmann Financial Services’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Ladenburg Thalmann Financial Services’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
2019 Q4	$212M	Buy	4,828,283 +35,186	+0.7%	+$1.5M	1.34%	3
2019 Q3	$197M	Buy	4,793,097 +160,596	+3%	+$6.56M	1.36%	5
2019 Q2	$193M	Sell	4,632,501 -27,795	-0.6%	-$1.15M	1.39%	3
2019 Q1	$190M	Sell	4,660,296 -109,584	-2%	-$4.38M	1.45%	3
2018 Q4	$177M	Buy	4,769,880 +700,038	+17%	+$27.7M	1.59%	3
2018 Q3	$176M	Buy	4,069,842 +126,536	+3%	+$5.45M	1.47%	2
2018 Q2	$174M	Hold	3,943,306	–	–	1.63%	2
2018 Q1	$174M	Buy	3,943,306 +395,994	+11%	+$18M	1.63%	2
2017 Q4	$159M	Buy	3,547,312 +783,039	+28%	+$34.6M	1.52%	2
2017 Q3	$120M	Buy	2,764,273 +321,186	+13%	+$13.6M	1.3%	4
2017 Q2	$101M	Buy	2,443,087 +397,353	+19%	+$16.2M	1.19%	5
2017 Q1	$80.4M	Buy	2,045,734 +122,893	+6%	+$4.71M	1.02%	9
2016 Q4	$70.3M	Buy	1,922,841 +210,253	+12%	+$7.67M	0.98%	10
2016 Q3	$64.1M	Buy	1,712,588 +234,675	+16%	+$8.63M	0.96%	11
2016 Q2	$52.3M	Buy	1,477,913 +216,349	+17%	+$7.82M	0.83%	17
2016 Q1	$45.2M	Buy	1,261,564 +181,455	+17%	+$6.26M	0.8%	20
2015 Q4	$39.6M	Buy	1,080,109 +301,412	+39%	+$11.3M	0.73%	21
2015 Q3	$27.8M	Buy	778,697 +59,538	+8%	+$2.29M	0.57%	34
2015 Q2	$28.5M	Buy	719,159 +88,732	+14%	+$3.67M	0.53%	35
2015 Q1	$25.1M	Buy	630,427 +106,925	+20%	+$4.19M	0.48%	36
2014 Q4	$19.8M	Buy	523,502 +50,950	+11%	+$1.97M	0.44%	44
2014 Q3	$18.8M	Buy	472,552 +44,244	+10%	+$1.84M	0.51%	42
2014 Q2	$18.2M	Buy	428,308 +23,699	+6%	+$999K	0.5%	43
2014 Q1	$16.7M	Buy	404,609 +92,219	+30%	+$3.78M	0.49%	46
2013 Q4	$13M	Buy	312,390 +59,687	+24%	+$2.42M	0.4%	56
2013 Q3	$10M	Buy	252,703 +5,487	+2%	+$209K	0.34%	69
2013 Q2	$8.8M	Buy	+247,216	New	+$9.24M	0.31%	72

Other funds holding VEA

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Ladenburg Thalmann Financial Services's VEA Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 0.73% in Q4 2019, buying an estimated $1.5M and bringing the position to 4,828,283 shares worth $212M. The position accounts for 1.34% of the portfolio, ranked #3.

Ladenburg Thalmann Financial Services first reported a position in VEA in Q2 2013 and has held it in 27 quarters since. 1,353 funds tracked by Wall St. Rank hold VEA as of Q4 2019.

Ladenburg Thalmann Financial Services held 4,828,283 shares of Vanguard FTSE Developed Markets ETF worth $212M as of Q4 2019.
Ladenburg Thalmann Financial Services bought 35,186 Vanguard FTSE Developed Markets ETF shares in Q4 2019, an estimated $1.5M.
Vanguard FTSE Developed Markets ETF made up 1.34% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #3 holding.
Ladenburg Thalmann Financial Services first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2013 and has held it in 27 quarters since.
1,353 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.