AdvicePeriod’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

AdvicePeriod’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
2021 Q2	$211M	Buy	4,100,560 +202,226	+5%	+$10.4M	13.75%	1
2021 Q1	$191M	Buy	3,898,334 +140,205	+4%	+$6.85M	13.59%	1
2020 Q4	$177M	Buy	3,758,129 +291,829	+8%	+$12.8M	13.62%	1
2020 Q3	$142M	Sell	3,466,300 -1,026,960	-23%	-$42.1M	12.84%	1
2020 Q2	$131M	Buy	4,493,260 +514,859	+13%	+$18.8M	14.27%	1
2020 Q1	$133M	Sell	3,978,401 -85,997	-2%	-$3.45M	13.82%	1
2019 Q4	$179M	Sell	4,064,398 -74,193	-2%	-$3.16M	15.64%	1
2019 Q3	$170M	Sell	4,138,591 -115,135	-3%	-$4.7M	15.73%	1
2019 Q2	$177M	Buy	4,253,726 +483,515	+13%	+$19.9M	16.6%	1
2019 Q1	$154M	Buy	3,770,211 +119,095	+3%	+$4.76M	14.73%	1
2018 Q4	$140M	Sell	3,651,116 -183,125	-5%	-$7.25M	15.78%	1
2018 Q3	$166M	Buy	3,834,241 +1,262,111	+49%	+$54.4M	18.08%	1
2018 Q2	$110M	Buy	2,572,130 +62,166	+2%	+$2.77M	17.53%	1
2018 Q1	$111M	Buy	2,509,964 +221,206	+10%	+$10M	19.2%	1
2017 Q4	$103M	Buy	+2,288,758	New	+$101M	19.52%	1

Other funds holding VEA

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AdvicePeriod's VEA Position: Q2 2021 in Review

AdvicePeriod increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 5.2% in Q2 2021, buying an estimated $10.4M and bringing the position to 4,100,560 shares worth $211M. The position accounts for 13.75% of the portfolio, ranked #1.

AdvicePeriod first reported a position in VEA in Q4 2017 and has held it in 15 quarters since. 1,558 funds tracked by Wall St. Rank hold VEA as of Q2 2021.

AdvicePeriod held 4,100,560 shares of Vanguard FTSE Developed Markets ETF worth $211M as of Q2 2021.
AdvicePeriod bought 202,226 Vanguard FTSE Developed Markets ETF shares in Q2 2021, an estimated $10.4M.
Vanguard FTSE Developed Markets ETF made up 13.75% of AdvicePeriod's portfolio in Q2 2021, its #1 holding.
AdvicePeriod first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2017 and has held it in 15 quarters since.
1,558 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2021.

Based on AdvicePeriod's 13F filing for Q2 2021, filed 29 Jul 2021.