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Altium Wealth Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Altium Wealth Management’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
2022
Q2 		$58.6M Buy
1,436,805
+156,703
+12% +$6.97M 4.22% 5
2022
Q1 		$61.5M Buy
1,280,102
+23,648
+2% +$1.15M 3.96% 5
2021
Q4 		$64.2M Buy
1,256,454
+76,272
+6% +$3.92M 4.13% 5
2021
Q3 		$59.6M Sell
1,180,182
-4,460
-0.4% -$232K 4.26% 5
2021
Q2 		$61M Sell
1,184,642
-10,463
-0.9% -$540K 4.47% 5
2021
Q1 		$58.7M Buy
1,195,105
+17,763
+2% +$868K 4.71% 4
2020
Q4 		$55.6M Sell
1,177,342
-11,279
-0.9% -$496K 4.91% 4
2020
Q3 		$48.6M Sell
1,188,621
-39,925
-3% -$1.64M 5.05% 3
2020
Q2 		$47.7M Buy
1,228,546
+49,937
+4% +$1.82M 5.35% 3
2020
Q1 		$39.3M Buy
1,178,609
+356,360
+43% +$14.3M 5.39% 3
2019
Q4 		$36.2M Sell
822,249
-6,036
-0.7% -$257K 4.33% 4
2019
Q3 		$34M Sell
828,285
-31,707
-4% -$1.29M 4.58% 4
2019
Q2 		$35.9M Buy
859,992
+25,951
+3% +$1.07M 5.2% 3
2019
Q1 		$34.1M Buy
834,041
+14,480
+2% +$579K 5.44% 3
2018
Q4 		$30.4M Buy
819,561
+472,029
+136% +$18.7M 5.81% 3
2018
Q3 		$15M Buy
347,532
+120,192
+53% +$5.18M 2.88% 5
2018
Q2 		$9.75M Sell
227,340
-5,245
-2% -$234K 2.6% 7
2018
Q1 		$10.3M Sell
232,585
-456
-0.2% -$20.7K 4.05% 4
2017
Q4 		$10.5M Buy
+233,041
New +$10.3M 4.78% 4

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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

Altium Wealth Management's VEA Position: Q2 2022 in Review

Altium Wealth Management increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 12% in Q2 2022, buying an estimated $6.97M and bringing the position to 1,436,805 shares worth $58.6M. The position accounts for 4.22% of the portfolio, ranked #5.

Altium Wealth Management first reported a position in VEA in Q4 2017 and has held it in 19 quarters since. The position peaked at $64.2M in Q4 2021. 1,764 funds tracked by Wall St. Rank hold VEA as of Q2 2022.

  • Altium Wealth Management held 1,436,805 shares of Vanguard FTSE Developed Markets ETF worth $58.6M as of Q2 2022.
  • Altium Wealth Management bought 156,703 Vanguard FTSE Developed Markets ETF shares in Q2 2022, an estimated $6.97M.
  • Vanguard FTSE Developed Markets ETF made up 4.22% of Altium Wealth Management's portfolio in Q2 2022, its #5 holding.
  • Altium Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2017 and has held it in 19 quarters since.
  • Altium Wealth Management's Vanguard FTSE Developed Markets ETF position peaked at $64.2M in Q4 2021.
  • 1,764 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.