PAIM
VEA icon

Punch & Associates Investment Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Punch & Associates Investment Management’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
Q3 		– Sell
-8,069
Closed -$337K – 218
2019
Q2 		$337K Buy
+8,069
New +$333K 0.03% 187

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
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Punch & Associates Investment Management's VEA Position: Q3 2019 in Review

Punch & Associates Investment Management sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q3 2019, closing a stake of 8,069 shares — an estimated $337K sold.

Punch & Associates Investment Management first reported a position in VEA in Q2 2019 and held it in 1 quarter. The position peaked at $337K in Q2 2019. 1,192 funds tracked by Wall St. Rank hold VEA as of Q3 2019.

  • Punch & Associates Investment Management reported no remaining Vanguard FTSE Developed Markets ETF position as of Q3 2019 after selling out during the quarter.
  • Punch & Associates Investment Management sold 8,069 Vanguard FTSE Developed Markets ETF shares in Q3 2019, an estimated $337K.
  • Punch & Associates Investment Management first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2019 and held it in 1 quarter.
  • Punch & Associates Investment Management's Vanguard FTSE Developed Markets ETF position peaked at $337K in Q2 2019.
  • 1,192 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2019.

Based on Punch & Associates Investment Management's 13F filing for Q3 2019, filed 14 Nov 2019.