Landmark Bank’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Landmark Bank’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	$6.68M	Sell	151,553 -9,098	-6%	-$388K	1.5%	3
2019 Q3	$6.6M	Buy	160,651 +432	+0.3%	+$17.6K	4.24%	2
2019 Q2	$6.68M	Buy	160,219 +2,104	+1%	+$86.7K	4.39%	2
2019 Q1	$6.46M	Buy	158,115 +8,726	+6%	+$349K	4.43%	2
2018 Q4	$5.54M	Sell	149,389 -2,875	-2%	-$114K	4.1%	2
2018 Q3	$6.59M	Buy	152,264 +4,255	+3%	+$183K	4.05%	3
2018 Q2	$6.35M	Buy	+148,009	New	+$6.6M	4.12%	3

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

Landmark Bank's VEA Position: Q4 2019 in Review

Landmark Bank reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 5.7% in Q4 2019, selling an estimated $388K and leaving 151,553 shares worth $6.68M. The position accounts for 1.5% of the portfolio, ranked #3.

Landmark Bank first reported a position in VEA in Q2 2018 and has held it in 7 quarters since. The position peaked at $6.68M in Q2 2019. 1,353 funds tracked by Wall St. Rank hold VEA as of Q4 2019.

Landmark Bank held 151,553 shares of Vanguard FTSE Developed Markets ETF worth $6.68M as of Q4 2019.
Landmark Bank sold 9,098 Vanguard FTSE Developed Markets ETF shares in Q4 2019, an estimated $388K.
Vanguard FTSE Developed Markets ETF made up 1.5% of Landmark Bank's portfolio in Q4 2019, its #3 holding.
Landmark Bank first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2018 and has held it in 7 quarters since.
Landmark Bank's Vanguard FTSE Developed Markets ETF position peaked at $6.68M in Q2 2019.
1,353 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2019.

Based on Landmark Bank's 13F filing for Q4 2019, filed 12 Feb 2020.