Column Capital Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Column Capital Advisors’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
2023 Q3	$1.91M	Sell	361,494 -177,414	-33%	-$8.12M	0.28%	42
2023 Q2	$2.27M	Sell	538,908 -88,873	-14%	-$4.09M	0.32%	37
2023 Q1	$2.32M	Buy	627,781 +42,088	+7%	+$1.87M	0.35%	35
2022 Q4	$2.14M	Buy	585,693 +70,482	+14%	+$2.85M	0.36%	33
2022 Q3	$1.95M	Sell	515,211 -57,947	-10%	-$2.36M	0.4%	32
2022 Q2	$2.19M	Sell	573,158 -79,093	-12%	-$3.52M	0.42%	32
2022 Q1	$1.85M	Sell	652,251 -41,457	-6%	-$2.02M	0.34%	34
2021 Q4	$2.06M	Buy	693,708 +9,358	+1%	+$480K	0.4%	34
2021 Q3	$1.94M	Sell	684,350 -13,443	-2%	-$699K	0.41%	30
2021 Q2	$1.98M	Buy	697,793 +31,453	+5%	+$1.62M	0.42%	29
2021 Q1	$1.89M	Buy	666,340 +625,819	+1,544%	+$30.6M	0.42%	30
2020 Q4	$1.91M	Buy	40,521 +4,898	+14%	+$215K	0.48%	24
2020 Q3	$1.46M	Buy	35,623 +5,254	+17%	+$216K	0.45%	27
2020 Q2	$1.18M	Sell	30,369 -473,498	-94%	-$17.3M	0.4%	30
2020 Q1	$504K	Sell	503,867 -162,011	-24%	-$6.5M	0.21%	43
2019 Q4	$665K	Buy	+665,878	New	+$28.4M	0.34%	31

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

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

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Column Capital Advisors's VEA Position: Q3 2023 in Review

Column Capital Advisors reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 33% in Q3 2023, selling an estimated $8.12M and leaving 361,494 shares worth $1.91M. The position accounts for 0.28% of the portfolio, ranked #42.

Column Capital Advisors first reported a position in VEA in Q4 2019 and has held it in 16 quarters since. The position peaked at $2.32M in Q1 2023. 1,933 funds tracked by Wall St. Rank hold VEA as of Q3 2023.

Column Capital Advisors held 361,494 shares of Vanguard FTSE Developed Markets ETF worth $1.91M as of Q3 2023.
Column Capital Advisors sold 177,414 Vanguard FTSE Developed Markets ETF shares in Q3 2023, an estimated $8.12M.
Vanguard FTSE Developed Markets ETF made up 0.28% of Column Capital Advisors's portfolio in Q3 2023, its #42 holding.
Column Capital Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2019 and has held it in 16 quarters since.
Column Capital Advisors's Vanguard FTSE Developed Markets ETF position peaked at $2.32M in Q1 2023.
1,933 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.