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

Alera Investment 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
2024
Q3 		$16.5M Sell
312,339
-27,238
-8% -$1.39M 1.94% 14
2024
Q2 		$16.8M Sell
339,577
-604,879
-64% -$30.1M 2.02% 12
2024
Q1 		$47.4M Sell
944,456
-83,359
-8% -$4.03M 6.41% 3
2023
Q4 		$49.2M Buy
1,027,815
+15,787
+2% +$707K 6.44% 3
2023
Q3 		$44.2M Buy
1,012,028
+421,156
+71% +$19.3M 7.29% 3
2023
Q2 		$27.3M Buy
590,872
+1,020
+0.2% +$46.9K 5.88% 5
2023
Q1 		$26.6M Buy
589,852
+9,174
+2% +$409K 6.13% 5
2022
Q4 		$24.4M Buy
580,678
+190,095
+49% +$7.7M 5.76% 5
2022
Q3 		$14.2M Buy
390,583
+11,827
+3% +$482K 4.02% 6
2022
Q2 		$15.5M Sell
378,756
-239,601
-39% -$10.7M 4.32% 5
2022
Q1 		$29.7M Buy
618,357
+12,406
+2% +$604K 6.8% 4
2021
Q4 		$31M Sell
605,951
-19,857
-3% -$1.02M 8.49% 4
2021
Q3 		$31.6M Buy
625,808
+156,271
+33% +$8.13M 9.33% 4
2021
Q2 		$24.3M Sell
469,537
-269,847
-36% -$13.9M 7.3% 4
2021
Q1 		$36.3M Buy
739,384
+10,107
+1% +$494K 11.96% 1
2020
Q4 		$34.4M Buy
729,277
+4,041
+0.6% +$178K 12.14% 1
2020
Q3 		$29.7M Buy
725,236
+267,624
+58% +$11M 11.82% 1
2020
Q2 		$17.7M Sell
457,612
-146,953
-24% -$5.37M 9.35% 2
2020
Q1 		$15.9M Sell
604,565
-448,605
-43% -$18M 9.6% 3
2019
Q4 		$46.4M Buy
1,053,170
+72,754
+7% +$3.1M 21.15% 1
2019
Q3 		$40.3M Buy
980,416
+45,400
+5% +$1.85M 19.96% 1
2019
Q2 		$39M Buy
935,016
+13,081
+1% +$539K 19.99% 1
2019
Q1 		$37.7M Buy
921,935
+447,389
+94% +$17.9M 18.34% 1
2018
Q4 		$17.6M Buy
+474,546
New +$18.8M 10.73% 1

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
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Alera Investment Advisors's VEA Position: Q3 2024 in Review

Alera Investment Advisors reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 8% in Q3 2024, selling an estimated $1.39M and leaving 312,339 shares worth $16.5M. The position accounts for 1.94% of the portfolio, ranked #14.

Alera Investment Advisors first reported a position in VEA in Q4 2018 and has held it in 24 quarters since. The position peaked at $49.2M in Q4 2023. 2,206 funds tracked by Wall St. Rank hold VEA as of Q3 2024.

  • Alera Investment Advisors held 312,339 shares of Vanguard FTSE Developed Markets ETF worth $16.5M as of Q3 2024.
  • Alera Investment Advisors sold 27,238 Vanguard FTSE Developed Markets ETF shares in Q3 2024, an estimated $1.39M.
  • Vanguard FTSE Developed Markets ETF made up 1.94% of Alera Investment Advisors's portfolio in Q3 2024, its #14 holding.
  • Alera Investment Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2018 and has held it in 24 quarters since.
  • Alera Investment Advisors's Vanguard FTSE Developed Markets ETF position peaked at $49.2M in Q4 2023.
  • 2,206 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.