RNS
VEA icon

Robert N. Shapiro’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Robert N. Shapiro’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
2014
Q4 		$5.05M Sell
133,212
-96,131
-42% -$3.72M 1.01% 23
2014
Q3 		$9.12M Buy
229,343
+129,750
+130% +$5.4M 1.73% 7
2014
Q2 		$4.24M Buy
99,593
+96,483
+3,102% +$4.07M 0.81% 28
2014
Q1 		$128K Buy
+3,110
New +$127K 0.02% 328

Other funds holding VEA

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Robert N. Shapiro's VEA Position: Q4 2014 in Review

Robert N. Shapiro reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 42% in Q4 2014, selling an estimated $3.72M and leaving 133,212 shares worth $5.05M. The position accounts for 1.01% of the portfolio, ranked #23.

Robert N. Shapiro first reported a position in VEA in Q1 2014 and has held it in 4 quarters since. The position peaked at $9.12M in Q3 2014. 529 funds tracked by Wall St. Rank hold VEA as of Q4 2014.

  • Robert N. Shapiro held 133,212 shares of Vanguard FTSE Developed Markets ETF worth $5.05M as of Q4 2014.
  • Robert N. Shapiro sold 96,131 Vanguard FTSE Developed Markets ETF shares in Q4 2014, an estimated $3.72M.
  • Vanguard FTSE Developed Markets ETF made up 1.01% of Robert N. Shapiro's portfolio in Q4 2014, its #23 holding.
  • Robert N. Shapiro first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2014 and has held it in 4 quarters since.
  • Robert N. Shapiro's Vanguard FTSE Developed Markets ETF position peaked at $9.12M in Q3 2014.
  • 529 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.