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Dana Investment Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Dana Investment 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
Q2 		– Sell
-5,540
Closed -$250K – 415
2023
Q1 		$250K Buy
+5,540
New +$247K 0.01% 368

Other funds holding VEA

Bank of America
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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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Dana Investment Advisors's VEA Position: Q2 2023 in Review

Dana Investment Advisors sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q2 2023, closing a stake of 5,540 shares — an estimated $250K sold.

Dana Investment Advisors first reported a position in VEA in Q1 2023 and held it in 1 quarter. The position peaked at $250K in Q1 2023. 1,929 funds tracked by Wall St. Rank hold VEA as of Q2 2023.

  • Dana Investment Advisors reported no remaining Vanguard FTSE Developed Markets ETF position as of Q2 2023 after selling out during the quarter.
  • Dana Investment Advisors sold 5,540 Vanguard FTSE Developed Markets ETF shares in Q2 2023, an estimated $250K.
  • Dana Investment Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2023 and held it in 1 quarter.
  • Dana Investment Advisors's Vanguard FTSE Developed Markets ETF position peaked at $250K in Q1 2023.
  • 1,929 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2023.

Based on Dana Investment Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.