Sage Advisory Services’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Sage Advisory Services’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 Q2	–	Sell	-605,763	Closed	-$24.8M	–	58
2019 Q1	$24.8M	Buy	605,763 +10,625	+2%	+$425K	2.37%	15
2018 Q4	$22.1M	Buy	595,138 +40,266	+7%	+$1.59M	2.31%	17
2018 Q3	$24M	Buy	554,872 +211,999	+62%	+$9.14M	2.29%	13
2018 Q2	$14.7M	Sell	342,873 -32,585	-9%	-$1.45M	1.45%	23
2018 Q1	$16.6M	Buy	375,458 +100,033	+36%	+$4.54M	1.66%	19
2017 Q4	$12.4M	Buy	+275,425	New	+$12.2M	1.24%	24

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

CSIA

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

MFRM

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

Sage Advisory Services's VEA Position: Q2 2019 in Review

Sage Advisory Services sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q2 2019, closing a stake of 605,763 shares — an estimated $24.8M sold.

Sage Advisory Services first reported a position in VEA in Q4 2017 and held it in 6 quarters. The position peaked at $24.8M in Q1 2019. 1,197 funds tracked by Wall St. Rank hold VEA as of Q2 2019.

Sage Advisory Services reported no remaining Vanguard FTSE Developed Markets ETF position as of Q2 2019 after selling out during the quarter.
Sage Advisory Services sold 605,763 Vanguard FTSE Developed Markets ETF shares in Q2 2019, an estimated $24.8M.
Sage Advisory Services first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2017 and held it in 6 quarters.
Sage Advisory Services's Vanguard FTSE Developed Markets ETF position peaked at $24.8M in Q1 2019.
1,197 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2019.

Based on Sage Advisory Services's 13F filing for Q2 2019, filed 26 Jul 2019.