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Berkeley Inc’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Berkeley Inc’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
Q4 		– Sell
-5,559
Closed -$243K – 81
2023
Q3 		$243K Sell
5,559
-1,040
-16% -$47.6K 0.17% 70
2023
Q2 		$305K Buy
6,599
+75
+1% +$3.45K 0.21% 66
2023
Q1 		$295K Sell
6,524
-357
-5% -$15.9K 0.21% 64
2022
Q4 		$289K Buy
6,881
+1
+0% +$41 0.22% 63
2022
Q3 		$250K Sell
6,880
-4,813
-41% -$196K 0.21% 68
2022
Q2 		$477K Sell
11,693
-31,031
-73% -$1.38M 0.38% 55
2022
Q1 		$2.05M Sell
42,724
-5,353
-11% -$260K 1.43% 21
2021
Q4 		$2.45M Sell
48,077
-978
-2% -$50.2K 1.63% 20
2021
Q3 		$2.48M Sell
49,055
-1,168
-2% -$60.7K 1.82% 20
2021
Q2 		$2.59M Buy
50,223
+590
+1% +$30.5K 1.85% 21
2021
Q1 		$2.44M Buy
49,633
+9,339
+23% +$456K 1.81% 21
2020
Q4 		$1.9M Buy
+40,294
New +$1.77M 1.54% 21

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

Berkeley Inc's VEA Position: Q4 2023 in Review

Berkeley Inc sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q4 2023, closing a stake of 5,559 shares — an estimated $243K sold.

Berkeley Inc first reported a position in VEA in Q4 2020 and held it in 12 quarters. The position peaked at $2.59M in Q2 2021. 2,121 funds tracked by Wall St. Rank hold VEA as of Q4 2023.

  • Berkeley Inc reported no remaining Vanguard FTSE Developed Markets ETF position as of Q4 2023 after selling out during the quarter.
  • Berkeley Inc sold 5,559 Vanguard FTSE Developed Markets ETF shares in Q4 2023, an estimated $243K.
  • Berkeley Inc first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2020 and held it in 12 quarters.
  • Berkeley Inc's Vanguard FTSE Developed Markets ETF position peaked at $2.59M in Q2 2021.
  • 2,121 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2023.

Based on Berkeley Inc's 13F filing for Q4 2023, filed 4 Mar 2025.