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

Vector 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 Q4	$291K	Hold	7,962	–	–	0.2%	65
2016 Q3	$298K	Hold	7,962	–	–	0.2%	62
2016 Q2	$282K	Hold	7,962	–	–	0.19%	64
2016 Q1	$286K	Sell	7,962 -1,888	-19%	-$65.2K	0.21%	61
2015 Q4	$362K	Hold	9,850	–	–	0.28%	45
2015 Q3	$372K	Sell	9,850 -1,819	-16%	-$69.9K	0.29%	45
2015 Q2	$463K	Buy	11,669 +2,918	+33%	+$121K	0.37%	34
2015 Q1	$349K	Buy	8,751 +14	+0.2%	+$549	0.28%	41
2014 Q4	$331K	Buy	+8,737	New	+$338K	0.25%	44

Other funds holding VEA

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MFRM

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

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

Vector Wealth Management's VEA Position: Q4 2016 in Review

Vector Wealth Management held its Vanguard FTSE Developed Markets ETF (VEA) position steady in Q4 2016 at 7,962 shares worth $291K. The position accounts for 0.2% of the portfolio, ranked #65.

Vector Wealth Management first reported a position in VEA in Q4 2014 and has held it in 9 quarters since. The position peaked at $463K in Q2 2015. 733 funds tracked by Wall St. Rank hold VEA as of Q4 2016.

Vector Wealth Management held 7,962 shares of Vanguard FTSE Developed Markets ETF worth $291K as of Q4 2016.
Vector Wealth Management left its Vanguard FTSE Developed Markets ETF share count unchanged in Q4 2016.
Vanguard FTSE Developed Markets ETF made up 0.2% of Vector Wealth Management's portfolio in Q4 2016, its #65 holding.
Vector Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2014 and has held it in 9 quarters since.
Vector Wealth Management's Vanguard FTSE Developed Markets ETF position peaked at $463K in Q2 2015.
733 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2016.

Based on Vector Wealth Management's 13F filing for Q4 2016, filed 7 Feb 2017.