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WFG Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

WFG Advisors’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
2017
Q2 		$100K Buy
2,411
+1,944
+416% +$79.2K 0.02% 530
2017
Q1 		$18K Sell
467
-1,470
-76% -$56.3K ﹤0.01% 916
2016
Q4 		$71K Buy
1,937
+1,552
+403% +$56.6K 0.02% 631
2016
Q3 		$14K Buy
385
+320
+492% +$11.8K ﹤0.01% 1039
2016
Q2 		$2K Sell
65
-243
-79% -$8.78K ﹤0.01% 1393
2016
Q1 		$11K Buy
308
+9
+3% +$311 ﹤0.01% 1033
2015
Q4 		$11K Sell
299
-216
-42% -$8.1K ﹤0.01% 1060
2015
Q3 		$18K Buy
515
+7
+1% +$269 0.01% 934
2015
Q2 		$20K Buy
508
+96
+23% +$3.97K 0.01% 983
2015
Q1 		$16K Sell
412
-685
-62% -$26.8K ﹤0.01% 1060
2014
Q4 		$42K Buy
1,097
+3
+0.3% +$116 0.01% 944
2014
Q3 		$43K Buy
1,094
+3
+0.3% +$125 0.01% 988
2014
Q2 		$46K Buy
1,091
+6
+0.6% +$253 0.01% 948
2014
Q1 		$45K Sell
1,085
-869
-44% -$35.6K 0.01% 950
2013
Q4 		$81K Buy
1,954
+468
+31% +$19K 0.01% 821
2013
Q3 		$59K Sell
1,486
-598
-29% -$22.8K 0.01% 866
2013
Q2 		$74K Buy
+2,084
New +$77.9K 0.01% 759

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

WFG Advisors's VEA Position: Q2 2017 in Review

WFG Advisors increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 416% in Q2 2017, buying an estimated $79.2K and bringing the position to 2,411 shares worth $100K. The position accounts for 0.02% of the portfolio, ranked #530.

WFG Advisors first reported a position in VEA in Q2 2013 and has held it in 17 quarters since. 832 funds tracked by Wall St. Rank hold VEA as of Q2 2017.

  • WFG Advisors held 2,411 shares of Vanguard FTSE Developed Markets ETF worth $100K as of Q2 2017.
  • WFG Advisors bought 1,944 Vanguard FTSE Developed Markets ETF shares in Q2 2017, an estimated $79.2K.
  • Vanguard FTSE Developed Markets ETF made up 0.02% of WFG Advisors's portfolio in Q2 2017, its #530 holding.
  • WFG Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2013 and has held it in 17 quarters since.
  • 832 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.