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Claremont Financial Group’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Claremont Financial Group’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
2022
Q1 		$7.11M Buy
149,581
+148,137
+10,259% +$7.21M 30.37% 1
2021
Q4 		$7.46K Buy
+1,444
New +$74.1K 32.54% 1

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

Claremont Financial Group's VEA Position: Q1 2022 in Review

Claremont Financial Group increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 10,259% in Q1 2022, buying an estimated $7.21M and bringing the position to 149,581 shares worth $7.11M. The position accounts for 30.37% of the portfolio, ranked #1.

Claremont Financial Group first reported a position in VEA in Q4 2021 and has held it in 2 quarters since. 1,820 funds tracked by Wall St. Rank hold VEA as of Q1 2022.

  • Claremont Financial Group held 149,581 shares of Vanguard FTSE Developed Markets ETF worth $7.11M as of Q1 2022.
  • Claremont Financial Group bought 148,137 Vanguard FTSE Developed Markets ETF shares in Q1 2022, an estimated $7.21M.
  • Vanguard FTSE Developed Markets ETF made up 30.37% of Claremont Financial Group's portfolio in Q1 2022, its #1 holding.
  • Claremont Financial Group first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2021 and has held it in 2 quarters since.
  • 1,820 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2022.

Based on Claremont Financial Group's 13F filing for Q1 2022, filed 15 Apr 2022.