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Steinberg Global Asset Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Steinberg Global Asset 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
2019
Q1 		$2.15M Buy
52,566
+2,275
+5% +$90.9K 0.34% 87
2018
Q4 		$1.87M Sell
50,291
-11,006
-18% -$436K 0.32% 90
2018
Q3 		$2.65M Buy
+61,297
New +$2.64M 0.38% 85

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wealthfront Advisers
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
Morgan Stanley
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

Steinberg Global Asset Management's VEA Position: Q1 2019 in Review

Steinberg Global Asset Management increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 4.5% in Q1 2019, buying an estimated $90.9K and bringing the position to 52,566 shares worth $2.15M. The position accounts for 0.34% of the portfolio, ranked #87.

Steinberg Global Asset Management first reported a position in VEA in Q3 2018 and has held it in 3 quarters since. The position peaked at $2.65M in Q3 2018. 1,186 funds tracked by Wall St. Rank hold VEA as of Q1 2019.

  • Steinberg Global Asset Management held 52,566 shares of Vanguard FTSE Developed Markets ETF worth $2.15M as of Q1 2019.
  • Steinberg Global Asset Management bought 2,275 Vanguard FTSE Developed Markets ETF shares in Q1 2019, an estimated $90.9K.
  • Vanguard FTSE Developed Markets ETF made up 0.34% of Steinberg Global Asset Management's portfolio in Q1 2019, its #87 holding.
  • Steinberg Global Asset Management first reported a position in Vanguard FTSE Developed Markets ETF in Q3 2018 and has held it in 3 quarters since.
  • Steinberg Global Asset Management's Vanguard FTSE Developed Markets ETF position peaked at $2.65M in Q3 2018.
  • 1,186 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2019.

Based on Steinberg Global Asset Management's 13F filing for Q1 2019, filed 15 Apr 2019.