Baldrige Asset Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Baldrige Asset 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
2023 Q1	$6.46M	Buy	142,993 +3,881	+3%	+$173K	2.65%	10
2022 Q4	$5.84M	Buy	139,112 +5,054	+4%	+$205K	2.6%	10
2022 Q3	$4.87M	Sell	134,058 -2,634	-2%	-$107K	2.32%	12
2022 Q2	$5.58M	Buy	136,692 +3,319	+2%	+$148K	2.55%	10
2022 Q1	$6.41M	Buy	133,373 +8,689	+7%	+$423K	2.62%	9
2021 Q4	$6.37M	Buy	124,684 +2,341	+2%	+$120K	2.48%	11
2021 Q3	$6.18M	Buy	122,343 +750	+0.6%	+$39K	2.57%	10
2021 Q2	$6.26M	Buy	121,593 +3,330	+3%	+$172K	2.71%	9
2021 Q1	$5.81M	Buy	118,263 +1,345	+1%	+$65.7K	3.18%	9
2020 Q4	$5.52M	Sell	116,918 -3,967	-3%	-$175K	3.28%	8
2020 Q3	$4.94M	Buy	120,885 +3,411	+3%	+$140K	3.33%	8
2020 Q2	$4.56M	Sell	117,474 -10,976	-9%	-$401K	3.43%	9
2020 Q1	$4.28M	Buy	128,450 +36,123	+39%	+$1.45M	3.74%	6
2019 Q4	$4.07M	Sell	92,327 -2,853	-3%	-$122K	3.36%	8
2019 Q3	$3.91M	Sell	95,180 -1,034	-1%	-$42.2K	3.47%	8
2019 Q2	$4.01M	Buy	96,214 +2,364	+3%	+$97.4K	3.7%	7
2019 Q1	$3.84M	Buy	+93,850	New	+$3.75M	3.74%	8

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Baldrige Asset Management's VEA Position: Q1 2023 in Review

Baldrige Asset Management increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 2.8% in Q1 2023, buying an estimated $173K and bringing the position to 142,993 shares worth $6.46M. The position accounts for 2.65% of the portfolio, ranked #10.

Baldrige Asset Management first reported a position in VEA in Q1 2019 and has held it in 17 quarters since. 1,880 funds tracked by Wall St. Rank hold VEA as of Q1 2023.

Baldrige Asset Management held 142,993 shares of Vanguard FTSE Developed Markets ETF worth $6.46M as of Q1 2023.
Baldrige Asset Management bought 3,881 Vanguard FTSE Developed Markets ETF shares in Q1 2023, an estimated $173K.
Vanguard FTSE Developed Markets ETF made up 2.65% of Baldrige Asset Management's portfolio in Q1 2023, its #10 holding.
Baldrige Asset Management first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2019 and has held it in 17 quarters since.
1,880 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.