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Bison Wealth’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Bison Wealth’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
Q4 		$365K Sell
7,637
-477
-6% -$24K 0.08% 197
2024
Q3 		$429K Buy
+8,114
New +$413K 0.07% 261
2021
Q4 		– Sell
-13,341
Closed -$674K – 472
2021
Q3 		$674K Buy
13,341
+120
+0.9% +$6.24K 0.31% 77
2021
Q2 		$681K Hold
13,221
– – 0.3% 79
2021
Q1 		$649K Buy
13,221
+1,877
+17% +$91.7K 0.28% 85
2020
Q4 		$536K Sell
11,344
-788
-6% -$34.7K 0.25% 94
2020
Q3 		$496K Sell
12,132
-1,788
-13% -$73.4K 0.29% 89
2020
Q2 		$540K Sell
13,920
-1,326
-9% -$48.4K 0.34% 78
2020
Q1 		$508K Sell
15,246
-320
-2% -$12.8K 0.37% 72
2019
Q4 		$686K Sell
15,566
-30
-0.2% -$1.28K 0.33% 79
2019
Q3 		$641K Sell
15,596
-119
-0.8% -$4.86K 0.36% 72
2019
Q2 		$655K Sell
15,715
-382
-2% -$15.7K 0.38% 70
2019
Q1 		$658K Sell
16,097
-240
-1% -$9.59K 0.4% 67
2018
Q4 		$606K Sell
16,337
-919
-5% -$36.4K 0.44% 61
2018
Q3 		$747K Buy
17,256
+8,422
+95% +$363K 0.49% 55
2018
Q2 		$379K Sell
8,834
-575
-6% -$25.6K 0.28% 105
2018
Q1 		$416K Buy
9,409
+2,353
+33% +$107K 0.32% 89
2017
Q4 		$317K Buy
7,056
+792
+13% +$35K 0.23% 123
2017
Q3 		$272K Buy
6,264
+699
+13% +$29.7K 0.22% 129
2017
Q2 		$230K Buy
+5,565
New +$227K 0.19% 149
2017
Q1 		– Sell
-6,335
Closed -$231K – 194
2016
Q4 		$231K Sell
6,335
-612
-9% -$22.3K 0.2% 145
2016
Q3 		$260K Sell
6,947
-31,210
-82% -$1.15M 0.22% 130
2016
Q2 		$1.35M Sell
38,157
-579
-1% -$20.9K 0.81% 34
2016
Q1 		$1.39M Buy
38,736
+1,310
+4% +$45.2K 0.89% 33
2015
Q4 		$1.37M Buy
+37,426
New +$1.4M 0.78% 33

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bison Wealth's VEA Position: Q4 2024 in Review

Bison Wealth reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 5.9% in Q4 2024, selling an estimated $24K and leaving 7,637 shares worth $365K. The position accounts for 0.08% of the portfolio, ranked #197.

Bison Wealth first reported a position in VEA in Q4 2015 and has held it in 25 quarters since. The position peaked at $1.39M in Q1 2016. 2,403 funds tracked by Wall St. Rank hold VEA as of Q4 2024.

  • Bison Wealth held 7,637 shares of Vanguard FTSE Developed Markets ETF worth $365K as of Q4 2024.
  • Bison Wealth sold 477 Vanguard FTSE Developed Markets ETF shares in Q4 2024, an estimated $24K.
  • Vanguard FTSE Developed Markets ETF made up 0.08% of Bison Wealth's portfolio in Q4 2024, its #197 holding.
  • Bison Wealth first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2015 and has held it in 25 quarters since.
  • Bison Wealth's Vanguard FTSE Developed Markets ETF position peaked at $1.39M in Q1 2016.
  • 2,403 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.