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LifePlan Financial Group’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

LifePlan Financial Group’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
2020
Q3 		$5.14M Sell
125,609
-17,063
-12% -$700K 2.21% 13
2020
Q2 		$5.53M Sell
142,672
-5,649
-4% -$206K 2.52% 9
2020
Q1 		$4.95M Sell
148,321
-8,711
-6% -$350K 2.68% 9
2019
Q4 		$6.92M Buy
157,032
+488
+0.3% +$20.8K 3.08% 4
2019
Q3 		$6.43M Buy
156,544
+2,337
+2% +$95.4K 3.03% 6
2019
Q2 		$6.43M Buy
154,207
+3,800
+3% +$157K 3.1% 6
2019
Q1 		$6.15M Buy
150,407
+4,106
+3% +$164K 3.28% 2
2018
Q4 		$5.43M Buy
146,301
+700
+0.5% +$27.7K 3.39% 2
2018
Q3 		$6.3M Buy
145,601
+2,666
+2% +$115K 3.41% 3
2018
Q2 		$6.13M Buy
142,935
+3,462
+2% +$154K 3.43% 4
2018
Q1 		$6.17M Sell
139,473
-12,241
-8% -$555K 3.6% 3
2017
Q4 		$6.59M Hold
151,714
– – 4.19% 3
2017
Q3 		$6.59M Buy
151,714
+5,142
+4% +$218K 4.19% 3
2017
Q2 		$6.06M Buy
146,572
+1,931
+1% +$78.7K 4.15% 3
2017
Q1 		$5.68M Buy
144,641
+13,873
+11% +$532K 3.95% 3
2016
Q4 		$4.78M Buy
130,768
+1,292
+1% +$47.1K 3.36% 4
2016
Q3 		$4.84M Buy
129,476
+7,259
+6% +$267K 3.32% 4
2016
Q2 		$4.32M Buy
122,217
+7,294
+6% +$264K 2.97% 12
2016
Q1 		$4.12M Sell
114,923
-4,165
-3% -$144K 2.93% 12
2015
Q4 		$4.37M Sell
119,088
-87
-0.1% -$3.26K 3.11% 11
2015
Q3 		$4.25M Sell
119,175
-9,187
-7% -$353K 3.09% 13
2015
Q2 		$5.09M Sell
128,362
-168,139
-57% -$6.95M 3.41% 5
2015
Q1 		$11.8M Sell
296,501
-16,102
-5% -$631K 7.85% 2
2014
Q4 		$11.8M Buy
312,603
+205,937
+193% +$7.97M 7.85% 2
2014
Q3 		$4.24M Sell
106,666
-189,497
-64% -$7.88M 3.59% 9
2014
Q2 		$12.6M Buy
296,163
+208,612
+238% +$8.79M 8.99% 1
2014
Q1 		$3.61M Sell
87,551
-234,707
-73% -$9.61M 2.87% 10
2013
Q4 		$13.4M Sell
322,258
-1,828
-0.6% -$74.1K 9.16% 1
2013
Q3 		$12.8M Buy
324,086
+307,804
+1,890% +$11.7M 10.43% 1
2013
Q2 		$580K Buy
+16,282
New +$609K 0.64% 25

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

LifePlan Financial Group's VEA Position: Q3 2020 in Review

LifePlan Financial Group reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 12% in Q3 2020, selling an estimated $700K and leaving 125,609 shares worth $5.14M. The position accounts for 2.21% of the portfolio, ranked #13.

LifePlan Financial Group first reported a position in VEA in Q2 2013 and has held it in 30 quarters since. The position peaked at $13.4M in Q4 2013. 1,296 funds tracked by Wall St. Rank hold VEA as of Q3 2020.

  • LifePlan Financial Group held 125,609 shares of Vanguard FTSE Developed Markets ETF worth $5.14M as of Q3 2020.
  • LifePlan Financial Group sold 17,063 Vanguard FTSE Developed Markets ETF shares in Q3 2020, an estimated $700K.
  • Vanguard FTSE Developed Markets ETF made up 2.21% of LifePlan Financial Group's portfolio in Q3 2020, its #13 holding.
  • LifePlan Financial Group first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2013 and has held it in 30 quarters since.
  • LifePlan Financial Group's Vanguard FTSE Developed Markets ETF position peaked at $13.4M in Q4 2013.
  • 1,296 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.