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Leith Wheeler Investment Counsel’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Leith Wheeler Investment Counsel’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
2016
Q2 		– Sell
-9,500
Closed -$442K – 15
2016
Q1 		$442K Buy
+9,500
New +$328K 0.33% 4

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Leith Wheeler Investment Counsel's VEA Position: Q2 2016 in Review

Leith Wheeler Investment Counsel sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q2 2016, closing a stake of 9,500 shares — an estimated $442K sold.

Leith Wheeler Investment Counsel first reported a position in VEA in Q1 2016 and held it in 1 quarter. The position peaked at $442K in Q1 2016. 638 funds tracked by Wall St. Rank hold VEA as of Q2 2016.

  • Leith Wheeler Investment Counsel reported no remaining Vanguard FTSE Developed Markets ETF position as of Q2 2016 after selling out during the quarter.
  • Leith Wheeler Investment Counsel sold 9,500 Vanguard FTSE Developed Markets ETF shares in Q2 2016, an estimated $442K.
  • Leith Wheeler Investment Counsel first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2016 and held it in 1 quarter.
  • Leith Wheeler Investment Counsel's Vanguard FTSE Developed Markets ETF position peaked at $442K in Q1 2016.
  • 638 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2016.

Based on Leith Wheeler Investment Counsel's 13F filing for Q2 2016, filed 6 Jul 2016.