Cadence Bank NA’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Cadence Bank NA’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
2022 Q3	–	Sell	-69,862	Closed	-$2.85M	–	190
2022 Q2	$2.85M	Buy	69,862 +12,919	+23%	+$574K	0.92%	32
2022 Q1	$2.73M	Buy	56,943 +5,224	+10%	+$254K	0.76%	39
2021 Q4	$2.64M	Buy	51,719 +410	+0.8%	+$21.1K	0.72%	41
2021 Q3	$2.59M	Sell	51,309 -280	-0.5%	-$14.6K	0.77%	39
2021 Q2	$2.66M	Buy	51,589 +181	+0.4%	+$9.34K	0.8%	38
2021 Q1	$2.52M	Sell	51,408 -536	-1%	-$26.2K	0.8%	37
2020 Q4	$2.45M	Sell	51,944 -3,666	-7%	-$161K	0.87%	35
2020 Q3	$2.27M	Sell	55,610 -1,500	-3%	-$61.5K	0.88%	33
2020 Q2	$2.21M	Sell	57,110 -30,632	-35%	-$1.12M	0.94%	30
2020 Q1	$2.93M	Sell	87,742 -2,393	-3%	-$96K	1.49%	15
2019 Q4	$3.97M	Sell	90,135 -155	-0.2%	-$6.61K	1.46%	14
2019 Q3	$3.71M	Buy	90,290 +2,464	+3%	+$101K	1.45%	14
2019 Q2	$3.66M	Buy	87,826 +665	+0.8%	+$27.4K	1.43%	15
2019 Q1	$3.56M	Sell	87,161 -16	-0%	-$639	1.4%	15
2018 Q4	$3.23M	Buy	87,177 +1,056	+1%	+$41.8K	1.45%	15
2018 Q3	$3.73M	Sell	86,121 -166	-0.2%	-$7.16K	1.42%	13
2018 Q2	$3.7M	Buy	86,287 +1,549	+2%	+$69.1K	1.51%	11
2018 Q1	$3.75M	Buy	84,738 +1,195	+1%	+$54.2K	1.49%	12
2017 Q4	$3.75M	Buy	83,543 +5,974	+8%	+$264K	1.37%	11
2017 Q3	$3.37M	Buy	+77,569	New	+$3.29M	1.27%	14
2015 Q2	–	Sell	-42,884	Closed	-$1.71M	–	159
2015 Q1	$1.71M	Buy	42,884 +22,124	+107%	+$867K	0.95%	19
2014 Q4	$786K	Buy	20,760 +1,161	+6%	+$45K	0.42%	48
2014 Q3	$780K	Buy	19,599 +8,901	+83%	+$370K	0.42%	48
2014 Q2	$455K	Buy	10,698 +3,384	+46%	+$143K	0.24%	79
2014 Q1	$301K	Hold	7,314	–	–	0.18%	101
2013 Q4	$305K	Buy	7,314 +28	+0.4%	+$1.14K	0.17%	109
2013 Q3	$289K	Buy	7,286 +311	+4%	+$11.8K	0.17%	101
2013 Q2	$248K	Buy	+6,975	New	+$261K	0.14%	121

Other funds holding VEA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

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

Cadence Bank NA's VEA Position: Q3 2022 in Review

Cadence Bank NA sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q3 2022, closing a stake of 69,862 shares — an estimated $2.85M sold.

Cadence Bank NA first reported a position in VEA in Q2 2013 and held it in 28 quarters. The position peaked at $3.97M in Q4 2019. 1,719 funds tracked by Wall St. Rank hold VEA as of Q3 2022.

Cadence Bank NA reported no remaining Vanguard FTSE Developed Markets ETF position as of Q3 2022 after selling out during the quarter.
Cadence Bank NA sold 69,862 Vanguard FTSE Developed Markets ETF shares in Q3 2022, an estimated $2.85M.
Cadence Bank NA first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2013 and held it in 28 quarters.
Cadence Bank NA's Vanguard FTSE Developed Markets ETF position peaked at $3.97M in Q4 2019.
1,719 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2022.

Based on Cadence Bank NA's 13F filing for Q3 2022, filed 27 Oct 2022.