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Berry Group’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Berry Group’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
2020
Q4 		$5.6M Buy
118,708
+3,089
+3% +$136K 2.53% 11
2020
Q3 		$4.73M Buy
115,619
+3,549
+3% +$146K 2.54% 11
2020
Q2 		$4.35M Sell
112,070
-16,220
-13% -$592K 2.69% 11
2020
Q1 		$4.28M Sell
128,290
-6,927
-5% -$278K 3.22% 8
2019
Q4 		$5.96M Buy
+135,217
New +$5.77M 3.22% 6

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
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
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Berry Group's VEA Position: Q4 2020 in Review

Berry Group increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 2.7% in Q4 2020, buying an estimated $136K and bringing the position to 118,708 shares worth $5.6M. The position accounts for 2.53% of the portfolio, ranked #11.

Berry Group first reported a position in VEA in Q4 2019 and has held it in 5 quarters since. The position peaked at $5.96M in Q4 2019. 1,465 funds tracked by Wall St. Rank hold VEA as of Q4 2020.

  • Berry Group held 118,708 shares of Vanguard FTSE Developed Markets ETF worth $5.6M as of Q4 2020.
  • Berry Group bought 3,089 Vanguard FTSE Developed Markets ETF shares in Q4 2020, an estimated $136K.
  • Vanguard FTSE Developed Markets ETF made up 2.53% of Berry Group's portfolio in Q4 2020, its #11 holding.
  • Berry Group first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2019 and has held it in 5 quarters since.
  • Berry Group's Vanguard FTSE Developed Markets ETF position peaked at $5.96M in Q4 2019.
  • 1,465 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2020.

Based on Berry Group's 13F filing for Q4 2020, filed 11 Feb 2021.