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CIC Wealth’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

CIC Wealth’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 		$2.47M Buy
46,787
+2,835
+6% +$144K 0.64% 37
2024
Q2 		$2.17M Buy
43,952
+84
+0.2% +$4.18K 0.6% 42
2024
Q1 		$2.2M Sell
43,868
-34
-0.1% -$1.64K 0.64% 41
2023
Q4 		$2.1M Buy
43,902
+1,598
+4% +$71.5K 0.67% 36
2023
Q3 		$1.85M Buy
42,304
+34
+0.1% +$1.56K 0.66% 38
2023
Q2 		$1.95M Buy
42,270
+3,027
+8% +$139K 0.68% 38
2023
Q1 		$1.77M Buy
39,243
+3,925
+11% +$175K 0.67% 37
2022
Q4 		$1.48M Buy
+35,318
New +$1.43M 0.61% 44

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

CIC Wealth's VEA Position: Q3 2024 in Review

CIC Wealth increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 6.5% in Q3 2024, buying an estimated $144K and bringing the position to 46,787 shares worth $2.47M. The position accounts for 0.64% of the portfolio, ranked #37.

CIC Wealth first reported a position in VEA in Q4 2022 and has held it in 8 quarters since. 2,209 funds tracked by Wall St. Rank hold VEA as of Q3 2024.

  • CIC Wealth held 46,787 shares of Vanguard FTSE Developed Markets ETF worth $2.47M as of Q3 2024.
  • CIC Wealth bought 2,835 Vanguard FTSE Developed Markets ETF shares in Q3 2024, an estimated $144K.
  • Vanguard FTSE Developed Markets ETF made up 0.64% of CIC Wealth's portfolio in Q3 2024, its #37 holding.
  • CIC Wealth first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2022 and has held it in 8 quarters since.
  • 2,209 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2024.

Based on CIC Wealth's 13F filing for Q3 2024, filed 8 Nov 2024.