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CSat Investment Advisory’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

CSat Investment Advisory’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
2020
Q4 		– Sell
-936,056
Closed -$38.3M – 947
2020
Q3 		$38.3M Buy
936,056
+268,266
+40% +$11M 3.41% 6
2020
Q2 		$25.9M Buy
+667,790
New +$24.4M 3.14% 5
2020
Q1 		– Sell
-37,765
Closed -$1.66M – 1080
2019
Q4 		$1.66M Buy
+37,765
New +$1.61M 0.44% 38

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
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
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CSat Investment Advisory's VEA Position: Q4 2020 in Review

CSat Investment Advisory sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q4 2020, closing a stake of 936,056 shares — an estimated $38.3M sold.

CSat Investment Advisory first reported a position in VEA in Q4 2019 and held it in 3 quarters. The position peaked at $38.3M in Q3 2020. 1,466 funds tracked by Wall St. Rank hold VEA as of Q4 2020.

  • CSat Investment Advisory reported no remaining Vanguard FTSE Developed Markets ETF position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 936,056 Vanguard FTSE Developed Markets ETF shares in Q4 2020, an estimated $38.3M.
  • CSat Investment Advisory first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2019 and held it in 3 quarters.
  • CSat Investment Advisory's Vanguard FTSE Developed Markets ETF position peaked at $38.3M in Q3 2020.
  • 1,466 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.