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

Miles 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
2020 Q1	$4.88M	Buy	146,445 +80,778	+123%	+$3.24M	5.26%	3
2019 Q4	$2.89M	Sell	65,667 -11,002	-14%	-$469K	2.32%	3
2019 Q3	$3.15M	Sell	76,669 -2,162	-3%	-$88.3K	2.6%	3
2019 Q2	$3.29M	Buy	78,831 +742	+1%	+$30.6K	2.68%	3
2019 Q1	$3.19M	Buy	78,089 +135	+0.2%	+$5.39K	2.77%	3
2018 Q4	$2.89M	Sell	77,954 -216	-0.3%	-$8.55K	2.85%	3
2018 Q3	$3.38M	Buy	78,170 +2,653	+4%	+$114K	2.74%	3
2018 Q2	$3.24M	Sell	75,517 -1,280	-2%	-$57.1K	2%	4
2018 Q1	$3.4M	Buy	76,797 +5,745	+8%	+$261K	1.88%	5
2017 Q4	$3.19M	Sell	71,052 -533	-0.7%	-$23.5K	1.85%	5
2017 Q3	$3.11M	Buy	71,585 +43,561	+155%	+$1.85M	1.76%	5
2017 Q2	$1.16M	Hold	28,024	–	–	0.62%	31
2017 Q1	$1.1M	Hold	28,024	–	–	0.61%	37
2016 Q4	$1.02M	Buy	28,024 +151	+0.5%	+$5.51K	0.63%	43
2016 Q3	$1.04M	Buy	27,873 +173	+0.6%	+$6.36K	0.71%	33
2016 Q2	$979K	Sell	27,700 -354,480	-93%	-$12.8M	0.67%	27
2016 Q1	$13.7M	Sell	382,180 -94,524	-20%	-$3.26M	9.22%	2
2015 Q4	$17.5M	Sell	476,704 -705	-0.1%	-$26.4K	11.92%	1
2015 Q3	$17M	Sell	477,409 -8,804	-2%	-$338K	12.23%	1
2015 Q2	$19.3M	Sell	486,213 -92,942	-16%	-$3.84M	12.64%	1
2015 Q1	$23.1M	Sell	579,155 -44,938	-7%	-$1.76M	13.72%	1
2014 Q4	$23.6M	Sell	624,093 -5,115	-0.8%	-$198K	12.76%	1
2014 Q3	$25M	Sell	629,208 -3,607	-0.6%	-$150K	13.25%	1
2014 Q2	$27M	Buy	632,815 +15,470	+3%	+$652K	13.6%	1
2014 Q1	$25.5M	Sell	617,345 -160,926	-21%	-$6.59M	13.21%	1
2013 Q4	$32.4M	Buy	778,271 +3,469	+0.4%	+$141K	15.91%	1
2013 Q3	$30.7M	Sell	774,802 -175,996	-19%	-$6.7M	17.49%	1
2013 Q2	$33.8M	Buy	+950,798	New	+$35.5M	15.65%	1

Other funds holding VEA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TAIM

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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Miles Capital's VEA Position: Q1 2020 in Review

Miles Capital increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 123% in Q1 2020, buying an estimated $3.24M and bringing the position to 146,445 shares worth $4.88M. The position accounts for 5.26% of the portfolio, ranked #3.

Miles Capital first reported a position in VEA in Q2 2013 and has held it in 28 quarters since. The position peaked at $33.8M in Q2 2013. 1,263 funds tracked by Wall St. Rank hold VEA as of Q1 2020.

Miles Capital held 146,445 shares of Vanguard FTSE Developed Markets ETF worth $4.88M as of Q1 2020.
Miles Capital bought 80,778 Vanguard FTSE Developed Markets ETF shares in Q1 2020, an estimated $3.24M.
Vanguard FTSE Developed Markets ETF made up 5.26% of Miles Capital's portfolio in Q1 2020, its #3 holding.
Miles Capital first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2013 and has held it in 28 quarters since.
Miles Capital's Vanguard FTSE Developed Markets ETF position peaked at $33.8M in Q2 2013.
1,263 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2020.

Based on Miles Capital's 13F filing for Q1 2020, filed 13 May 2020.