Carlsbad Wealth Advisory Group’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Carlsbad Wealth Advisory 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
2023 Q2	$15.2M	Buy	+328,080	New	+$15.1M	9.77%	4

Other funds holding VEA

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Carlsbad Wealth Advisory Group's VEA Position: Q2 2023 in Review

Carlsbad Wealth Advisory Group opened a new position in Vanguard FTSE Developed Markets ETF (VEA) in Q2 2023: 328,080 shares worth $15.2M. The stake represents 9.77% of the portfolio and ranks #4 among its holdings.

1,929 funds tracked by Wall St. Rank hold VEA as of Q2 2023.

Carlsbad Wealth Advisory Group held 328,080 shares of Vanguard FTSE Developed Markets ETF worth $15.2M as of Q2 2023.
Vanguard FTSE Developed Markets ETF was a new Carlsbad Wealth Advisory Group position in Q2 2023.
Vanguard FTSE Developed Markets ETF made up 9.77% of Carlsbad Wealth Advisory Group's portfolio in Q2 2023, its #4 holding.
1,929 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2023.

Based on Carlsbad Wealth Advisory Group's 13F filing for Q2 2023, filed 27 Jul 2023.