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Castleview Partners’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Castleview Partners’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
2025
Q1 		– Sell
-1,950
Closed -$93.1K – 553
2024
Q4 		$93.1K Sell
1,950
-7,034
-78% -$353K 0.05% 263
2024
Q3 		$474K Sell
8,984
-34,819
-79% -$1.77M 0.27% 87
2024
Q2 		$2.16M Sell
43,803
-2,841
-6% -$141K 1.23% 12
2024
Q1 		$2.34M Buy
46,644
+45,668
+4,679% +$2.21M 1.31% 10
2023
Q4 		$46.8K Sell
976
-138
-12% -$6.18K 0.03% 305
2023
Q3 		$48.7K Buy
1,114
+324
+41% +$14.8K 0.05% 257
2023
Q2 		$36.5K Buy
790
+596
+307% +$27.4K 0.03% 302
2023
Q1 		$8.76K Hold
194
– – 0.01% 441
2022
Q4 		$8.14K Hold
194
– – 0.01% 396
2022
Q3 		$7K Sell
194
-2,303
-92% -$93.8K 0.01% 424
2022
Q2 		$254K Buy
2,497
+2,253
+923% +$100K 0.2% 109
2022
Q1 		$11K Sell
244
-27,609
-99% -$1.34M 0.01% 491
2021
Q4 		$545 Buy
+27,853
New +$1.43M ﹤0.01% 497
2021
Q2 		$311K Buy
+6,046
New +$312K 0.14% 159
2018
Q1 		$500K Buy
+11,308
New +$513K 0.41% 57

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Castleview Partners's VEA Position: Q1 2025 in Review

Castleview Partners sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q1 2025, closing a stake of 1,950 shares — an estimated $93.1K sold.

Castleview Partners first reported a position in VEA in Q1 2018 and held it in 15 quarters. The position peaked at $2.34M in Q1 2024. 2,468 funds tracked by Wall St. Rank hold VEA as of Q1 2025.

  • Castleview Partners reported no remaining Vanguard FTSE Developed Markets ETF position as of Q1 2025 after selling out during the quarter.
  • Castleview Partners sold 1,950 Vanguard FTSE Developed Markets ETF shares in Q1 2025, an estimated $93.1K.
  • Castleview Partners first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2018 and held it in 15 quarters.
  • Castleview Partners's Vanguard FTSE Developed Markets ETF position peaked at $2.34M in Q1 2024.
  • 2,468 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.