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Carmichael Hill & Associates’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Carmichael Hill & Associates’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
Q3 		$1.96M Buy
37,101
+10,098
+37% +$513K 0.69% 33
2024
Q2 		$1.33M Buy
27,003
+502
+2% +$25K 0.52% 44
2024
Q1 		$1.33M Sell
26,501
-730
-3% -$35.3K 0.53% 43
2023
Q4 		$1.3M Sell
27,231
-312
-1% -$14K 0.54% 42
2023
Q3 		$1.2M Buy
27,543
+1,340
+5% +$61.3K 0.55% 43
2023
Q2 		$1.21M Buy
26,203
+769
+3% +$35.4K 0.54% 42
2023
Q1 		$1.15M Buy
25,434
+1,866
+8% +$83.1K 0.55% 44
2022
Q4 		$989K Buy
23,568
+2,755
+13% +$112K 0.51% 48
2022
Q3 		$757K Buy
20,813
+6,855
+49% +$279K 0.41% 53
2022
Q2 		$569K Buy
13,958
+3,613
+35% +$161K 0.3% 75
2022
Q1 		$497K Buy
10,345
+1,477
+17% +$71.9K 0.23% 89
2021
Q4 		$453K Buy
8,868
+9
+0.1% +$462 0.2% 108
2021
Q3 		$447K Buy
8,859
+468
+6% +$24.3K 0.22% 94
2021
Q2 		$432K Buy
8,391
+1,217
+17% +$62.8K 0.22% 92
2021
Q1 		$352K Buy
7,174
+768
+12% +$37.5K 0.19% 105
2020
Q4 		$302K Buy
6,406
+518
+9% +$22.8K 0.18% 110
2020
Q3 		$241K Buy
5,888
+3,129
+113% +$128K 0.16% 118
2020
Q2 		$107K Buy
2,759
+661
+32% +$24.1K 0.08% 189
2020
Q1 		$70K Buy
2,098
+1,454
+226% +$58.3K 0.06% 216
2019
Q4 		$28K Buy
+644
New +$27.5K 0.02% 352

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
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Carmichael Hill & Associates's VEA Position: Q3 2024 in Review

Carmichael Hill & Associates increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 37% in Q3 2024, buying an estimated $513K and bringing the position to 37,101 shares worth $1.96M. The position accounts for 0.69% of the portfolio, ranked #33.

Carmichael Hill & Associates first reported a position in VEA in Q4 2019 and has held it in 20 quarters since. 2,205 funds tracked by Wall St. Rank hold VEA as of Q3 2024.

  • Carmichael Hill & Associates held 37,101 shares of Vanguard FTSE Developed Markets ETF worth $1.96M as of Q3 2024.
  • Carmichael Hill & Associates bought 10,098 Vanguard FTSE Developed Markets ETF shares in Q3 2024, an estimated $513K.
  • Vanguard FTSE Developed Markets ETF made up 0.69% of Carmichael Hill & Associates's portfolio in Q3 2024, its #33 holding.
  • Carmichael Hill & Associates first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2019 and has held it in 20 quarters since.
  • 2,205 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.