Pinnacle Advisory Group’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Pinnacle Advisory 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
2021 Q1	$5.43M	Buy	+110,541	New	+$5.4M	0.25%	52
2020 Q4	–	Sell	-78,312	Closed	-$3.2M	–	184
2020 Q3	$3.2M	Sell	78,312 -2,816	-3%	-$116K	0.21%	49
2020 Q2	$3.15M	Sell	81,128 -2,734	-3%	-$99.8K	0.22%	46
2020 Q1	$2.8M	Sell	83,862 -4,496	-5%	-$180K	0.27%	39
2019 Q4	$3.89M	Buy	88,358 +564	+0.6%	+$24.1K	0.26%	43
2019 Q3	$3.61M	Buy	87,794 +3,033	+4%	+$124K	0.25%	38
2019 Q2	$3.54M	Buy	84,761 +1,848	+2%	+$76.2K	0.24%	42
2019 Q1	$3.39M	Buy	82,913 +4,673	+6%	+$187K	0.24%	40
2018 Q4	$2.9M	Buy	78,240 +958	+1%	+$37.9K	0.22%	44
2018 Q3	$3.34M	Buy	77,282 +1,724	+2%	+$74.3K	0.23%	35
2018 Q2	$3.24M	Sell	75,558 -6,000	-7%	-$267K	0.2%	38
2018 Q1	$3.61M	Buy	81,558 +868	+1%	+$39.4K	0.21%	33
2017 Q4	$3.62M	Buy	80,690 +15,680	+24%	+$693K	0.21%	36
2017 Q3	$2.82M	Buy	65,010 +1,817	+3%	+$77.1K	0.17%	40
2017 Q2	$2.61M	Buy	63,193 +30,336	+92%	+$1.24M	0.17%	44
2017 Q1	$1.29M	Buy	32,857 +10,409	+46%	+$399K	0.08%	60
2016 Q4	$820K	Buy	+22,448	New	+$819K	0.06%	77
2016 Q3	–	Sell	-10,592	Closed	-$374K	–	150
2016 Q2	$374K	Buy	+10,592	New	+$383K	0.03%	87

Other funds holding VEA

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

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Pinnacle Advisory Group's VEA Position: Q1 2021 in Review

Pinnacle Advisory Group opened a new position in Vanguard FTSE Developed Markets ETF (VEA) in Q1 2021: 110,541 shares worth $5.43M. The stake represents 0.25% of the portfolio and ranks #52 among its holdings. This is a return to the name: Pinnacle Advisory Group previously reported a position in VEA as recently as Q3 2020.

Pinnacle Advisory Group first reported a position in VEA in Q2 2016 and has held it in 18 quarters since. 1,515 funds tracked by Wall St. Rank hold VEA as of Q1 2021.

Pinnacle Advisory Group held 110,541 shares of Vanguard FTSE Developed Markets ETF worth $5.43M as of Q1 2021.
Vanguard FTSE Developed Markets ETF was a new Pinnacle Advisory Group position in Q1 2021.
Vanguard FTSE Developed Markets ETF made up 0.25% of Pinnacle Advisory Group's portfolio in Q1 2021, its #52 holding.
Pinnacle Advisory Group first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2016 and has held it in 18 quarters since.
1,515 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2021.

Based on Pinnacle Advisory Group's 13F filing for Q1 2021, filed 12 May 2021.