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Stearns Financial Services Group’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Stearns Financial Services Group’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
2020
Q2 		– Sell
-17,776
Closed -$593K – 228
2020
Q1 		$593K Buy
+17,776
New +$713K 0.11% 81
2019
Q1 		– Sell
-8,682
Closed -$322K – 180
2018
Q4 		$322K Sell
8,682
-4,896
-36% -$194K 0.07% 102
2018
Q3 		$588K Hold
13,578
– – 0.13% 79
2018
Q2 		$583K Buy
13,578
+416
+3% +$18.5K 0.15% 68
2018
Q1 		$582K Hold
13,162
– – 0.14% 72
2017
Q4 		$590K Buy
13,162
+48
+0.4% +$2.12K 0.14% 75
2017
Q3 		$569K Sell
13,114
-557
-4% -$23.6K 0.14% 75
2017
Q2 		$565K Sell
13,671
-5,125
-27% -$209K 0.14% 82
2017
Q1 		$739K Sell
18,796
-12,088
-39% -$463K 0.18% 74
2016
Q4 		$1.13M Sell
30,884
-3,947
-11% -$144K 0.29% 51
2016
Q3 		$1.3M Sell
34,831
-4,721
-12% -$174K 0.35% 42
2016
Q2 		$1.4M Sell
39,552
-4,824
-11% -$174K 0.4% 40
2016
Q1 		$1.59M Sell
44,376
-14,534
-25% -$502K 0.47% 36
2015
Q4 		$2.16M Buy
+58,910
New +$2.21M 0.65% 28

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Stearns Financial Services Group's VEA Position: Q2 2020 in Review

Stearns Financial Services Group sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q2 2020, closing a stake of 17,776 shares — an estimated $593K sold.

Stearns Financial Services Group first reported a position in VEA in Q4 2015 and held it in 14 quarters. The position peaked at $2.16M in Q4 2015. 1,264 funds tracked by Wall St. Rank hold VEA as of Q2 2020.

  • Stearns Financial Services Group reported no remaining Vanguard FTSE Developed Markets ETF position as of Q2 2020 after selling out during the quarter.
  • Stearns Financial Services Group sold 17,776 Vanguard FTSE Developed Markets ETF shares in Q2 2020, an estimated $593K.
  • Stearns Financial Services Group first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2015 and held it in 14 quarters.
  • Stearns Financial Services Group's Vanguard FTSE Developed Markets ETF position peaked at $2.16M in Q4 2015.
  • 1,264 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2020.

Based on Stearns Financial Services Group's 13F filing for Q2 2020, filed 14 Aug 2020.