Summit Equities’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Summit Equities’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 Q3	$3.02M	Buy	69,745 +3,593	+5%	+$155K	0.5%	10
2018 Q2	$2.84M	Buy	66,152 +637	+1%	+$28.4K	0.49%	10
2018 Q1	$2.9M	Sell	65,515 -3,586	-5%	-$163K	0.5%	10
2017 Q4	$3.1M	Buy	69,101 +8,650	+14%	+$382K	0.53%	10
2017 Q3	$2.62M	Buy	60,451 +24,646	+69%	+$1.05M	0.48%	9
2017 Q2	$1.48M	Buy	+35,805	New	+$1.46M	0.3%	10

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

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

Betterment LLC New York $52.8B AUM 15.34% 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

MFRM

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

CSIA

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

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

Summit Equities's VEA Position: Q3 2018 in Review

Summit Equities increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 5.4% in Q3 2018, buying an estimated $155K and bringing the position to 69,745 shares worth $3.02M. The position accounts for 0.5% of the portfolio, ranked #10.

Summit Equities first reported a position in VEA in Q2 2017 and has held it in 6 quarters since. The position peaked at $3.1M in Q4 2017. 1,057 funds tracked by Wall St. Rank hold VEA as of Q3 2018.

Summit Equities held 69,745 shares of Vanguard FTSE Developed Markets ETF worth $3.02M as of Q3 2018.
Summit Equities bought 3,593 Vanguard FTSE Developed Markets ETF shares in Q3 2018, an estimated $155K.
Vanguard FTSE Developed Markets ETF made up 0.5% of Summit Equities's portfolio in Q3 2018, its #10 holding.
Summit Equities first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2017 and has held it in 6 quarters since.
Summit Equities's Vanguard FTSE Developed Markets ETF position peaked at $3.1M in Q4 2017.
1,057 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2018.

Based on Summit Equities's 13F filing for Q3 2018, filed 13 Nov 2018.