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Strategic Wealth Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Strategic Wealth 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
2016
Q2 		– Sell
-206,665
Closed -$7.42M – 10
2016
Q1 		$7.42M Buy
+206,665
New +$7.13M 15.8% 2

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
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
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Strategic Wealth Management's VEA Position: Q2 2016 in Review

Strategic Wealth Management sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q2 2016, closing a stake of 206,665 shares — an estimated $7.42M sold.

Strategic Wealth Management first reported a position in VEA in Q1 2016 and held it in 1 quarter. The position peaked at $7.42M in Q1 2016. 637 funds tracked by Wall St. Rank hold VEA as of Q2 2016.

  • Strategic Wealth Management reported no remaining Vanguard FTSE Developed Markets ETF position as of Q2 2016 after selling out during the quarter.
  • Strategic Wealth Management sold 206,665 Vanguard FTSE Developed Markets ETF shares in Q2 2016, an estimated $7.42M.
  • Strategic Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2016 and held it in 1 quarter.
  • Strategic Wealth Management's Vanguard FTSE Developed Markets ETF position peaked at $7.42M in Q1 2016.
  • 637 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2016.

Based on Strategic Wealth Management's 13F filing for Q2 2016, filed 6 Jul 2016.