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

Palo 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
2018
Q4 		$781K Hold
21,056
– – 0.33% 90
2018
Q3 		$911K Buy
21,056
+5,370
+34% +$231K 0.33% 88
2018
Q2 		$673K Hold
15,686
– – 0.25% 107
2018
Q1 		$694K Buy
+15,686
New +$712K 0.25% 108

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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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 $424B AUM 22.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Palo Capital's VEA Position: Q4 2018 in Review

Palo Capital held its Vanguard FTSE Developed Markets ETF (VEA) position steady in Q4 2018 at 21,056 shares worth $781K. The position accounts for 0.33% of the portfolio, ranked #90.

Palo Capital first reported a position in VEA in Q1 2018 and has held it in 4 quarters since. The position peaked at $911K in Q3 2018. 1,151 funds tracked by Wall St. Rank hold VEA as of Q4 2018.

  • Palo Capital held 21,056 shares of Vanguard FTSE Developed Markets ETF worth $781K as of Q4 2018.
  • Palo Capital left its Vanguard FTSE Developed Markets ETF share count unchanged in Q4 2018.
  • Vanguard FTSE Developed Markets ETF made up 0.33% of Palo Capital's portfolio in Q4 2018, its #90 holding.
  • Palo Capital first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2018 and has held it in 4 quarters since.
  • Palo Capital's Vanguard FTSE Developed Markets ETF position peaked at $911K in Q3 2018.
  • 1,151 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2018.

Based on Palo Capital's 13F filing for Q4 2018, filed 30 Jan 2019.