Cascadia Advisory Services’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Cascadia Advisory Services’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
2021 Q3	$213K	Buy	+4,228	New	+$220K	0.04%	241

Other funds holding VEA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Cascadia Advisory Services's VEA Position: Q3 2021 in Review

Cascadia Advisory Services opened a new position in Vanguard FTSE Developed Markets ETF (VEA) in Q3 2021: 4,228 shares worth $213K. The stake represents 0.04% of the portfolio and ranks #241 among its holdings.

1,567 funds tracked by Wall St. Rank hold VEA as of Q3 2021.

Cascadia Advisory Services held 4,228 shares of Vanguard FTSE Developed Markets ETF worth $213K as of Q3 2021.
Vanguard FTSE Developed Markets ETF was a new Cascadia Advisory Services position in Q3 2021.
Vanguard FTSE Developed Markets ETF made up 0.04% of Cascadia Advisory Services's portfolio in Q3 2021, its #241 holding.
1,567 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2021.

Based on Cascadia Advisory Services's 13F filing for Q3 2021, filed 12 Nov 2021.