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Lourd Capital’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Lourd Capital’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
Q2 		$451K Buy
10,809
+269
+3% +$11.1K 0.04% 67
2019
Q1 		$431K Buy
+10,540
New +$421K 0.04% 71

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Lourd Capital's VEA Position: Q2 2019 in Review

Lourd Capital increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 2.6% in Q2 2019, buying an estimated $11.1K and bringing the position to 10,809 shares worth $451K. The position accounts for 0.04% of the portfolio, ranked #67.

Lourd Capital first reported a position in VEA in Q1 2019 and has held it in 2 quarters since. 1,197 funds tracked by Wall St. Rank hold VEA as of Q2 2019.

  • Lourd Capital held 10,809 shares of Vanguard FTSE Developed Markets ETF worth $451K as of Q2 2019.
  • Lourd Capital bought 269 Vanguard FTSE Developed Markets ETF shares in Q2 2019, an estimated $11.1K.
  • Vanguard FTSE Developed Markets ETF made up 0.04% of Lourd Capital's portfolio in Q2 2019, its #67 holding.
  • Lourd Capital first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2019 and has held it in 2 quarters since.
  • 1,197 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2019.

Based on Lourd Capital's 13F filing for Q2 2019, filed 11 Jul 2019.