River Global Investors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

River Global Investors’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 Q3	–	Sell	-18,090	Closed	-$775K	–	127
2018 Q2	$775K	Hold	18,090	–	–	0.08%	121
2018 Q1	$800K	Sell	18,090 -148,980	-89%	-$6.76M	0.09%	117
2017 Q4	$7.5M	Hold	167,070	–	–	0.84%	33
2017 Q3	$7.25M	Hold	167,070	–	–	1.08%	20
2017 Q2	$6.9M	Buy	167,070 +41,730	+33%	+$1.7M	1.28%	16
2017 Q1	$4.92M	Buy	+125,340	New	+$4.8M	1.1%	27

Other funds holding VEA

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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 $374B AUM 17.66% 1-Year Est. Return

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

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

River Global Investors's VEA Position: Q3 2018 in Review

River Global Investors sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q3 2018, closing a stake of 18,090 shares — an estimated $775K sold.

River Global Investors first reported a position in VEA in Q1 2017 and held it in 6 quarters. The position peaked at $7.5M in Q4 2017. 1,058 funds tracked by Wall St. Rank hold VEA as of Q3 2018.

River Global Investors reported no remaining Vanguard FTSE Developed Markets ETF position as of Q3 2018 after selling out during the quarter.
River Global Investors sold 18,090 Vanguard FTSE Developed Markets ETF shares in Q3 2018, an estimated $775K.
River Global Investors first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2017 and held it in 6 quarters.
River Global Investors's Vanguard FTSE Developed Markets ETF position peaked at $7.5M in Q4 2017.
1,058 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2018.

Based on River Global Investors's 13F filing for Q3 2018, filed 14 Nov 2018.