CAM
VEA icon

Crestone Asset Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Crestone Asset 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
2022
Q2 		– Sell
-6,578
Closed -$316K – 94
2022
Q1 		$316K Hold
6,578
– – 0.07% 67
2021
Q4 		$336K Sell
6,578
-982
-13% -$50.4K 0.07% 71
2021
Q3 		$382K Hold
7,560
– – 0.08% 65
2021
Q2 		$389K Sell
7,560
-4,171
-36% -$215K 0.08% 62
2021
Q1 		$576K Sell
11,731
-241
-2% -$11.8K 0.15% 41
2020
Q4 		$565K Sell
11,972
-1,992
-14% -$87.6K 0.15% 42
2020
Q3 		$571K Sell
13,964
-381
-3% -$15.6K 0.18% 39
2020
Q2 		$556K Sell
14,345
-28,958
-67% -$1.06M 0.18% 37
2020
Q1 		$1.44M Sell
43,303
-21,519
-33% -$863K 0.59% 23
2019
Q4 		$2.86M Buy
64,822
+4,636
+8% +$198K 0.97% 23
2019
Q3 		$2.47M Buy
60,186
+4,486
+8% +$183K 0.94% 23
2019
Q2 		$2.32M Sell
55,700
-2,195
-4% -$90.5K 0.81% 27
2019
Q1 		$2.37M Sell
57,895
-11,292
-16% -$451K 0.84% 27
2018
Q4 		$2.57M Buy
69,187
+16,912
+32% +$670K 0.96% 24
2018
Q3 		$2.26M Sell
52,275
-2,048
-4% -$88.3K 0.99% 21
2018
Q2 		$2.33M Sell
54,323
-14,966
-22% -$667K 1.03% 19
2018
Q1 		$3.07M Hold
69,289
– – 1.4% 15
2017
Q4 		$3.11M Sell
69,289
-57,195
-45% -$2.53M 1.54% 13
2017
Q3 		$5.49M Sell
126,484
-43,216
-25% -$1.83M 2.6% 13
2017
Q2 		$7.01M Sell
169,700
-26,329
-13% -$1.07M 3.23% 13
2017
Q1 		$7.7M Buy
196,029
+66,469
+51% +$2.55M 3.47% 12
2016
Q4 		$4.73M Buy
129,560
+65,913
+104% +$2.4M 2.43% 12
2016
Q3 		$2.38M Buy
63,647
+2,161
+4% +$79.5K 1.35% 15
2016
Q2 		$2.17M Sell
61,486
-8,146
-12% -$294K 1.48% 14
2016
Q1 		$2.5M Buy
69,632
+32,802
+89% +$1.13M 2.21% 14
2015
Q4 		$1.35M Buy
+36,830
New +$1.38M 1.35% 14

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
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

Crestone Asset Management's VEA Position: Q2 2022 in Review

Crestone Asset Management sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q2 2022, closing a stake of 6,578 shares — an estimated $316K sold.

Crestone Asset Management first reported a position in VEA in Q4 2015 and held it in 26 quarters. The position peaked at $7.7M in Q1 2017. 1,764 funds tracked by Wall St. Rank hold VEA as of Q2 2022.

  • Crestone Asset Management reported no remaining Vanguard FTSE Developed Markets ETF position as of Q2 2022 after selling out during the quarter.
  • Crestone Asset Management sold 6,578 Vanguard FTSE Developed Markets ETF shares in Q2 2022, an estimated $316K.
  • Crestone Asset Management first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2015 and held it in 26 quarters.
  • Crestone Asset Management's Vanguard FTSE Developed Markets ETF position peaked at $7.7M in Q1 2017.
  • 1,764 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2022.

Based on Crestone Asset Management's 13F filing for Q2 2022, filed 2 Aug 2022.