Cassady Schiller Wealth Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Cassady Schiller Wealth Management’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 Q4	$2.59M	Buy	54,246 +1,807	+3%	+$90.7K	0.95%	21
2024 Q3	$2.77M	Buy	52,439 +5,557	+12%	+$283K	1.01%	22
2024 Q2	$2.32M	Buy	46,882 +8,164	+21%	+$406K	0.94%	22
2024 Q1	$1.94M	Buy	38,718 +10,108	+35%	+$488K	0.87%	23
2023 Q4	$1.37M	Buy	28,610 +3,631	+15%	+$163K	0.69%	30
2023 Q3	$1.09M	Buy	24,979 +3,164	+15%	+$145K	0.61%	37
2023 Q2	$1.01M	Buy	21,815 +6,066	+39%	+$279K	0.55%	41
2023 Q1	$711K	Buy	15,749 +13,360	+559%	+$595K	0.33%	46
2022 Q4	$100K	Buy	+2,389	New	+$96.8K	0.06%	134
2022 Q3	–	Sell	-6,308	Closed	-$257K	–	110
2022 Q2	$257K	Sell	6,308 -787	-11%	-$35K	0.14%	89
2022 Q1	$341K	Buy	7,095 +2,590	+57%	+$126K	0.16%	80
2021 Q4	$230K	Buy	+4,505	New	+$231K	0.14%	95

Other funds holding VEA

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

Cassady Schiller Wealth Management's VEA Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 3.4% in Q4 2024, buying an estimated $90.7K and bringing the position to 54,246 shares worth $2.59M. The position accounts for 0.95% of the portfolio, ranked #21.

Cassady Schiller Wealth Management first reported a position in VEA in Q4 2021 and has held it in 12 quarters since. The position peaked at $2.77M in Q3 2024. 2,402 funds tracked by Wall St. Rank hold VEA as of Q4 2024.

Cassady Schiller Wealth Management held 54,246 shares of Vanguard FTSE Developed Markets ETF worth $2.59M as of Q4 2024.
Cassady Schiller Wealth Management bought 1,807 Vanguard FTSE Developed Markets ETF shares in Q4 2024, an estimated $90.7K.
Vanguard FTSE Developed Markets ETF made up 0.95% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #21 holding.
Cassady Schiller Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2021 and has held it in 12 quarters since.
Cassady Schiller Wealth Management's Vanguard FTSE Developed Markets ETF position peaked at $2.77M in Q3 2024.
2,402 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.