Axiom Advisory’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Axiom 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
2024 Q3	$49.9M	Sell	984,888 -49,127	-5%	-$2.5M	0.47%	22
2024 Q2	$51.4M	Buy	1,034,015 +1,017,633	+6,212%	+$50.6M	0.56%	20
2024 Q1	$822K	Buy	16,382 +801	+5%	+$38.7K	0.6%	20
2023 Q4	$746K	Sell	15,581 -9	-0.1%	-$403	0.6%	20
2023 Q3	$682K	Buy	15,590 +107	+0.7%	+$4.9K	0.61%	20
2023 Q2	$715K	Buy	15,483 +118	+0.8%	+$5.43K	0.63%	20
2023 Q1	$700K	Buy	+15,365	New	+$684K	0.67%	19
2022 Q2	–	Sell	-4,730	Closed	-$227K	–	32
2022 Q1	$227K	Sell	4,730 -18	-0.4%	-$876	0.19%	28
2021 Q4	$242K	Buy	+4,748	New	+$244K	0.2%	28

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

Axiom Advisory's VEA Position: Q3 2024 in Review

Axiom Advisory reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 4.8% in Q3 2024, selling an estimated $2.5M and leaving 984,888 shares worth $49.9M. The position accounts for 0.47% of the portfolio, ranked #22.

Axiom Advisory first reported a position in VEA in Q4 2021 and has held it in 9 quarters since. The position peaked at $51.4M in Q2 2024. 2,205 funds tracked by Wall St. Rank hold VEA as of Q3 2024.

Axiom Advisory held 984,888 shares of Vanguard FTSE Developed Markets ETF worth $49.9M as of Q3 2024.
Axiom Advisory sold 49,127 Vanguard FTSE Developed Markets ETF shares in Q3 2024, an estimated $2.5M.
Vanguard FTSE Developed Markets ETF made up 0.47% of Axiom Advisory's portfolio in Q3 2024, its #22 holding.
Axiom Advisory first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2021 and has held it in 9 quarters since.
Axiom Advisory's Vanguard FTSE Developed Markets ETF position peaked at $51.4M in Q2 2024.
2,205 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.