Lau Associates’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Lau Associates’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	$226K	Buy	+5,140	New	+$219K	0.11%	87
2018 Q1	–	Sell	-4,467	Closed	-$200K	–	81
2017 Q4	$200K	Sell	4,467 -4,715	-51%	-$208K	0.16%	74
2017 Q3	$399K	Hold	9,182	–	–	0.31%	59
2017 Q2	$379K	Sell	9,182 -296	-3%	-$12.1K	0.3%	60
2017 Q1	$372K	Buy	+9,478	New	+$363K	0.33%	60

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

Lau Associates's VEA Position: Q4 2019 in Review

Lau Associates opened a new position in Vanguard FTSE Developed Markets ETF (VEA) in Q4 2019: 5,140 shares worth $226K. The stake represents 0.11% of the portfolio and ranks #87 among its holdings. This is a return to the name: Lau Associates previously reported a position in VEA as recently as Q4 2017.

Lau Associates first reported a position in VEA in Q1 2017 and has held it in 5 quarters since. The position peaked at $399K in Q3 2017. 1,353 funds tracked by Wall St. Rank hold VEA as of Q4 2019.

Lau Associates held 5,140 shares of Vanguard FTSE Developed Markets ETF worth $226K as of Q4 2019.
Vanguard FTSE Developed Markets ETF was a new Lau Associates position in Q4 2019.
Vanguard FTSE Developed Markets ETF made up 0.11% of Lau Associates's portfolio in Q4 2019, its #87 holding.
Lau Associates first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2017 and has held it in 5 quarters since.
Lau Associates's Vanguard FTSE Developed Markets ETF position peaked at $399K in Q3 2017.
1,353 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2019.

Based on Lau Associates's 13F filing for Q4 2019, filed 5 Feb 2020.