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

Buckingham Strategic 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
Q2 		$63.8M Buy
1,291,556
+35,663
+3% +$1.77M 0.66% 25
2024
Q1 		$63M Buy
1,255,893
+36,780
+3% +$1.78M 0.67% 24
2023
Q4 		$58.4M Buy
1,219,113
+191,247
+19% +$8.56M 0.69% 20
2023
Q3 		$44.9M Buy
1,027,866
+154,313
+18% +$7.06M 0.64% 22
2023
Q2 		$40.3M Buy
873,553
+118,975
+16% +$5.47M 0.57% 23
2023
Q1 		$31.7M Hold
754,578
– – 0.58% 23
2022
Q4 		$31.7M Buy
754,578
+159,995
+27% +$6.48M 0.58% 23
2022
Q3 		$21.6M Buy
594,583
+187,716
+46% +$7.65M 0.44% 34
2022
Q2 		$16.6M Buy
406,867
+102,690
+34% +$4.56M 0.33% 40
2022
Q1 		$14.6M Buy
304,177
+11,115
+4% +$541K 0.29% 41
2021
Q4 		$15M Buy
293,062
+23,510
+9% +$1.21M 0.29% 44
2021
Q3 		$13.6M Buy
269,552
+7,916
+3% +$412K 0.28% 44
2021
Q2 		$13.5M Buy
261,636
+177,342
+210% +$9.15M 0.33% 39
2021
Q1 		$4.14M Sell
84,294
-160,515
-66% -$7.84M 0.2% 100
2020
Q4 		$11.6M Buy
244,809
+22,463
+10% +$988K 0.61% 32
2020
Q3 		$9.09M Sell
222,346
-12,714
-5% -$522K 0.7% 32
2020
Q2 		$9.12M Sell
235,060
-38,853
-14% -$1.42M 0.87% 28
2020
Q1 		$9.13M Buy
273,913
+217,498
+386% +$8.73M 0.88% 27
2019
Q4 		$2.49M Buy
56,415
+2,684
+5% +$114K 0.24% 81
2019
Q3 		$2.21M Buy
53,731
+1,491
+3% +$60.9K 0.24% 84
2019
Q2 		$2.18M Sell
52,240
-21,868
-30% -$901K 0.24% 82
2019
Q1 		$3.03M Buy
74,108
+34,063
+85% +$1.36M 0.38% 62
2018
Q4 		$1.49M Sell
40,045
-267
-0.7% -$10.6K 0.23% 87
2018
Q3 		$1.74M Sell
40,312
-3,835
-9% -$165K 0.27% 82
2018
Q2 		$1.89M Sell
44,147
-900
-2% -$40.1K 0.31% 74
2018
Q1 		$1.99M Buy
45,047
+11,721
+35% +$532K 0.39% 55
2017
Q4 		$1.5M Sell
33,326
-1,949
-6% -$86.1K 0.31% 77
2017
Q3 		$1.53M Buy
35,275
+4,585
+15% +$195K 0.36% 65
2017
Q2 		$1.27M Sell
30,690
-3
-0% -$122 0.3% 79
2017
Q1 		$1.21M Sell
30,693
-708
-2% -$27.1K 0.35% 57
2016
Q4 		$1.15M Sell
31,401
-4,386
-12% -$160K 0.37% 57
2016
Q3 		$1.34M Buy
35,787
+2,461
+7% +$90.5K 0.45% 46
2016
Q2 		$1.18M Sell
33,326
-2,674
-7% -$96.6K 0.4% 51
2016
Q1 		$1.29M Buy
36,000
+27,660
+332% +$955K 0.43% 46
2015
Q4 		$306K Buy
8,340
+2,077
+33% +$77.9K 0.1% 135
2015
Q3 		$223K Sell
6,263
-2,435
-28% -$93.5K 0.08% 178
2015
Q2 		$345K Sell
8,698
-7,002
-45% -$290K 0.11% 137
2015
Q1 		$625K Buy
15,700
+9,270
+144% +$363K 0.24% 80
2014
Q4 		$244K Buy
6,430
+191
+3% +$7.4K 0.09% 164
2014
Q3 		$248K Hold
6,239
– – 0.1% 139
2014
Q2 		$266K Buy
6,239
+178
+3% +$7.5K 0.12% 126
2014
Q1 		$250K Sell
6,061
-209
-3% -$8.56K 0.12% 122
2013
Q4 		$261K Buy
+6,270
New +$254K 0.12% 119

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Buckingham Strategic Wealth's VEA Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 2.8% in Q2 2024, buying an estimated $1.77M and bringing the position to 1,291,556 shares worth $63.8M. The position accounts for 0.66% of the portfolio, ranked #25.

Buckingham Strategic Wealth first reported a position in VEA in Q4 2013 and has held it in 43 quarters since. 2,157 funds tracked by Wall St. Rank hold VEA as of Q2 2024.

  • Buckingham Strategic Wealth held 1,291,556 shares of Vanguard FTSE Developed Markets ETF worth $63.8M as of Q2 2024.
  • Buckingham Strategic Wealth bought 35,663 Vanguard FTSE Developed Markets ETF shares in Q2 2024, an estimated $1.77M.
  • Vanguard FTSE Developed Markets ETF made up 0.66% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #25 holding.
  • Buckingham Strategic Wealth first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2013 and has held it in 43 quarters since.
  • 2,157 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.