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Avalon Investment & Advisory’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Avalon Investment & Advisory’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
2023
Q1 		$235K Hold
5,201
– – 0.01% 300
2022
Q4 		$218K Buy
+5,201
New +$211K 0.01% 303

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Avalon Investment & Advisory's VEA Position: Q1 2023 in Review

Avalon Investment & Advisory held its Vanguard FTSE Developed Markets ETF (VEA) position steady in Q1 2023 at 5,201 shares worth $235K. The position accounts for 0.01% of the portfolio, ranked #300.

Avalon Investment & Advisory first reported a position in VEA in Q4 2022 and has held it in 2 quarters since. 1,880 funds tracked by Wall St. Rank hold VEA as of Q1 2023.

  • Avalon Investment & Advisory held 5,201 shares of Vanguard FTSE Developed Markets ETF worth $235K as of Q1 2023.
  • Avalon Investment & Advisory left its Vanguard FTSE Developed Markets ETF share count unchanged in Q1 2023.
  • Vanguard FTSE Developed Markets ETF made up 0.01% of Avalon Investment & Advisory's portfolio in Q1 2023, its #300 holding.
  • Avalon Investment & Advisory first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2022 and has held it in 2 quarters since.
  • 1,880 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2023.

Based on Avalon Investment & Advisory's 13F filing for Q1 2023, filed 15 May 2023.