Agilis Partners’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Agilis Partners’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 Q4	$11.5M	Buy	240,338 +10,378	+5%	+$521K	3.46%	6
2024 Q3	$12.1M	Buy	229,960 +7,503	+3%	+$382K	3.4%	6
2024 Q2	$11M	Sell	222,457 -2,961	-1%	-$147K	3.35%	6
2024 Q1	$11.3M	Sell	225,418 -2,020	-0.9%	-$97.5K	2.89%	6
2023 Q4	$10.9M	Buy	+227,438	New	+$10.2M	2.87%	6

Other funds holding VEA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Agilis Partners's VEA Position: Q4 2024 in Review

Agilis Partners increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 4.5% in Q4 2024, buying an estimated $521K and bringing the position to 240,338 shares worth $11.5M. The position accounts for 3.46% of the portfolio, ranked #6.

Agilis Partners first reported a position in VEA in Q4 2023 and has held it in 5 quarters since. The position peaked at $12.1M in Q3 2024. 2,403 funds tracked by Wall St. Rank hold VEA as of Q4 2024.

Agilis Partners held 240,338 shares of Vanguard FTSE Developed Markets ETF worth $11.5M as of Q4 2024.
Agilis Partners bought 10,378 Vanguard FTSE Developed Markets ETF shares in Q4 2024, an estimated $521K.
Vanguard FTSE Developed Markets ETF made up 3.46% of Agilis Partners's portfolio in Q4 2024, its #6 holding.
Agilis Partners first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2023 and has held it in 5 quarters since.
Agilis Partners's Vanguard FTSE Developed Markets ETF position peaked at $12.1M in Q3 2024.
2,403 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2024.

Based on Agilis Partners's 13F filing for Q4 2024, filed 30 Jan 2025.