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Advanced Research Investment Solutions’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Advanced Research Investment Solutions’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
2024
Q1 		– Sell
-18,023
Closed -$863K – 25
2023
Q4 		$863K Buy
18,023
+65
+0.4% +$2.91K 0.54% 17
2023
Q3 		$785K Buy
17,958
+102
+0.6% +$4.67K 0.51% 17
2023
Q2 		$825K Sell
17,856
-13,833
-44% -$636K 0.48% 17
2023
Q1 		$1.43M Buy
31,689
+106
+0.3% +$4.72K 0.82% 12
2022
Q4 		$1.33M Buy
31,583
+328
+1% +$13.3K 0.83% 12
2022
Q3 		$1.14M Sell
31,255
-62,893
-67% -$2.56M 0.7% 11
2022
Q2 		$3.84M Sell
94,148
-2,218
-2% -$98.6K 2.13% 8
2022
Q1 		$4.63M Buy
96,366
+3,212
+3% +$156K 1.93% 7
2021
Q4 		$4.76M Buy
93,154
+13,286
+17% +$682K 1.73% 7
2021
Q3 		$4.03M Buy
79,868
+36,314
+83% +$1.89M 2.07% 6
2021
Q2 		$2.24M Buy
43,554
+38,653
+789% +$2M 2.02% 5
2021
Q1 		$241K Hold
4,901
– – 0.28% 12
2020
Q4 		$231K Buy
+4,901
New +$216K 0.35% 8
2020
Q2 		– Sell
-6,840
Closed -$228K – 26
2020
Q1 		$228K Sell
6,840
-1,144
-14% -$45.9K 0.72% 5
2019
Q4 		$352K Buy
+7,984
New +$340K 2.74% 7

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Advanced Research Investment Solutions's VEA Position: Q1 2024 in Review

Advanced Research Investment Solutions sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q1 2024, closing a stake of 18,023 shares — an estimated $863K sold.

Advanced Research Investment Solutions first reported a position in VEA in Q4 2019 and held it in 15 quarters. The position peaked at $4.76M in Q4 2021. 2,147 funds tracked by Wall St. Rank hold VEA as of Q1 2024.

  • Advanced Research Investment Solutions reported no remaining Vanguard FTSE Developed Markets ETF position as of Q1 2024 after selling out during the quarter.
  • Advanced Research Investment Solutions sold 18,023 Vanguard FTSE Developed Markets ETF shares in Q1 2024, an estimated $863K.
  • Advanced Research Investment Solutions first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2019 and held it in 15 quarters.
  • Advanced Research Investment Solutions's Vanguard FTSE Developed Markets ETF position peaked at $4.76M in Q4 2021.
  • 2,147 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2024.

Based on Advanced Research Investment Solutions's 13F filing for Q1 2024.