Signature Financial Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Signature Financial 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
2018 Q4	$1.07M	Hold	28,759	–	–	0.26%	44
2018 Q3	$1.24M	Hold	28,759	–	–	0.22%	52
2018 Q2	$1.23M	Hold	28,759	–	–	0.26%	52
2018 Q1	$1.27M	Hold	28,759	–	–	0.26%	48
2017 Q4	$1.29M	Sell	28,759 -30,544	-52%	-$1.35M	0.35%	39
2017 Q3	$2.57M	Sell	59,303 -49,080	-45%	-$2.08M	0.78%	25
2017 Q2	$4.48M	Sell	108,383 -24,456	-18%	-$997K	1.41%	16
2017 Q1	$5.22M	Sell	132,839 -12,980	-9%	-$497K	1.67%	15
2016 Q4	$5.33M	Buy	145,819 +28,759	+25%	+$1.05M	2%	13
2016 Q3	$4.38M	Hold	117,060	–	–	1.78%	17
2016 Q2	$4.14M	Buy	117,060 +24,800	+27%	+$896K	1.94%	14
2016 Q1	$3.31M	Buy	92,260 +30,000	+48%	+$1.04M	1.61%	18
2015 Q4	$2.29M	Sell	62,260 -83,340	-57%	-$3.13M	1.11%	22
2015 Q3	$5.19M	Hold	145,600	–	–	3.19%	7
2015 Q2	$5.77M	Hold	145,600	–	–	3.74%	6
2015 Q1	$5.8M	Hold	145,600	–	–	3.74%	7
2014 Q4	$5.51M	Buy	145,600 +55,400	+61%	+$2.15M	3.86%	7
2014 Q3	$3.58M	Buy	90,200 +42,500	+89%	+$1.77M	2.57%	10
2014 Q2	$2.03M	Hold	47,700	–	–	1.54%	13
2014 Q1	$1.97M	Hold	47,700	–	–	1.69%	13
2013 Q4	$1.99M	Buy	+47,700	New	+$1.93M	1.55%	15

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

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

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

CSIA

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Signature Financial Management's VEA Position: Q4 2018 in Review

Signature Financial Management held its Vanguard FTSE Developed Markets ETF (VEA) position steady in Q4 2018 at 28,759 shares worth $1.07M. The position accounts for 0.26% of the portfolio, ranked #44.

Signature Financial Management first reported a position in VEA in Q4 2013 and has held it in 21 quarters since. The position peaked at $5.8M in Q1 2015. 1,151 funds tracked by Wall St. Rank hold VEA as of Q4 2018.

Signature Financial Management held 28,759 shares of Vanguard FTSE Developed Markets ETF worth $1.07M as of Q4 2018.
Signature Financial Management left its Vanguard FTSE Developed Markets ETF share count unchanged in Q4 2018.
Vanguard FTSE Developed Markets ETF made up 0.26% of Signature Financial Management's portfolio in Q4 2018, its #44 holding.
Signature Financial Management first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2013 and has held it in 21 quarters since.
Signature Financial Management's Vanguard FTSE Developed Markets ETF position peaked at $5.8M in Q1 2015.
1,151 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2018.

Based on Signature Financial Management's 13F filing for Q4 2018, filed 13 Feb 2019.