McAdams Wright Ragen’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

McAdams Wright Ragen’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
2014 Q3	$554K	Buy	13,946 +68	+0.5%	+$2.83K	0.03%	251
2014 Q2	$591K	Buy	13,878 +2,100	+18%	+$88.5K	0.03%	240
2014 Q1	$486K	Buy	11,778 +2,552	+28%	+$105K	0.03%	245
2013 Q4	$384K	Hold	9,226	–	–	0.03%	262
2013 Q3	$365K	Sell	9,226 -500	-5%	-$19K	0.03%	250
2013 Q2	$346K	Buy	+9,726	New	+$364K	0.03%	253

Other funds holding VEA

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CNB

City National Bank Beverly Hills, California $11.6B AUM 3.11% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

McAdams Wright Ragen's VEA Position: Q3 2014 in Review

McAdams Wright Ragen increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 0.49% in Q3 2014, buying an estimated $2.83K and bringing the position to 13,946 shares worth $554K. The position accounts for 0.03% of the portfolio, ranked #251.

McAdams Wright Ragen first reported a position in VEA in Q2 2013 and has held it in 6 quarters since. The position peaked at $591K in Q2 2014. 476 funds tracked by Wall St. Rank hold VEA as of Q3 2014.

McAdams Wright Ragen held 13,946 shares of Vanguard FTSE Developed Markets ETF worth $554K as of Q3 2014.
McAdams Wright Ragen bought 68 Vanguard FTSE Developed Markets ETF shares in Q3 2014, an estimated $2.83K.
Vanguard FTSE Developed Markets ETF made up 0.03% of McAdams Wright Ragen's portfolio in Q3 2014, its #251 holding.
McAdams Wright Ragen first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2013 and has held it in 6 quarters since.
McAdams Wright Ragen's Vanguard FTSE Developed Markets ETF position peaked at $591K in Q2 2014.
476 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2014.

Based on McAdams Wright Ragen's 13F filing for Q3 2014, filed 14 Nov 2014.