DY
VEA icon

Dowling & Yahnke’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Dowling & Yahnke’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
Q3 		$3.92M Buy
107,847
+2,209
+2% +$90K 0.18% 120
2022
Q2 		$4.31M Sell
105,638
-13,234
-11% -$588K 0.2% 117
2022
Q1 		$5.71M Buy
118,872
+30,205
+34% +$1.47M 0.25% 103
2021
Q4 		$4.53M Buy
88,667
+25,920
+41% +$1.33M 0.22% 117
2021
Q3 		$3.17M Buy
62,747
+7,700
+14% +$400K 0.18% 139
2021
Q2 		$2.84M Buy
55,047
+14,177
+35% +$732K 0.16% 143
2021
Q1 		$2.01M Sell
40,870
-598
-1% -$29.2K 0.14% 155
2020
Q4 		$1.96M Sell
41,468
-8,698
-17% -$383K 0.14% 151
2020
Q3 		$2.05M Sell
50,166
-5,474
-10% -$225K 0.16% 141
2020
Q2 		$2.16M Sell
55,640
-15,752
-22% -$575K 0.18% 135
2020
Q1 		$2.38M Sell
71,392
-12,782
-15% -$513K 0.23% 117
2019
Q4 		$3.71M Sell
84,174
-540
-0.6% -$23K 0.28% 102
2019
Q3 		$3.48M Sell
84,714
-352
-0.4% -$14.4K 0.29% 103
2019
Q2 		$3.55M Buy
85,066
+2,279
+3% +$93.9K 0.29% 97
2019
Q1 		$3.38M Buy
82,787
+21,246
+35% +$849K 0.33% 91
2018
Q4 		$2.45M Buy
61,541
+1,406
+2% +$55.7K 0.25% 103
2018
Q3 		$2.6M Buy
60,135
+4,600
+8% +$198K 0.23% 120
2018
Q2 		$2.38M Buy
55,535
+3,848
+7% +$172K 0.22% 126
2018
Q1 		$2.29M Buy
51,687
+1,461
+3% +$66.3K 0.21% 127
2017
Q4 		$2.25M Sell
50,226
-4,209
-8% -$186K 0.2% 130
2017
Q3 		$2.36M Buy
54,435
+2,127
+4% +$90.2K 0.24% 118
2017
Q2 		$2.16M Sell
52,308
-510
-1% -$20.8K 0.23% 122
2017
Q1 		$2.08M Sell
52,818
-1,478
-3% -$56.6K 0.22% 126
2016
Q4 		$1.98M Sell
54,296
-425
-0.8% -$15.5K 0.22% 123
2016
Q3 		$2.05M Sell
54,721
-548
-1% -$20.1K 0.24% 119
2016
Q2 		$1.95M Sell
55,269
-840
-1% -$30.3K 0.23% 118
2016
Q1 		$2.01M Sell
56,109
-352
-0.6% -$12.1K 0.25% 114
2015
Q4 		$2.07M Buy
56,461
+347
+0.6% +$13K 0.26% 112
2015
Q3 		$2M Buy
56,114
+2,871
+5% +$110K 0.27% 113
2015
Q2 		$2.11M Buy
53,243
+2,851
+6% +$118K 0.27% 113
2015
Q1 		$2.01M Buy
50,392
+1,080
+2% +$42.3K 0.25% 114
2014
Q4 		$1.87M Buy
49,312
+145
+0.3% +$5.62K 0.23% 120
2014
Q3 		$1.95M Sell
49,167
-820
-2% -$34.1K 0.26% 110
2014
Q2 		$2.13M Sell
49,987
-250
-0.5% -$10.5K 0.27% 107
2014
Q1 		$2.07M Buy
50,237
+2,168
+5% +$88.8K 0.27% 106
2013
Q4 		$2M Sell
48,069
-889
-2% -$36.1K 0.28% 108
2013
Q3 		$1.94M Sell
48,958
-1,243
-2% -$47.3K 0.3% 102
2013
Q2 		$1.79M Buy
+50,201
New +$1.88M 0.3% 102

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Dowling & Yahnke's VEA Position: Q3 2022 in Review

Dowling & Yahnke increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 2.1% in Q3 2022, buying an estimated $90K and bringing the position to 107,847 shares worth $3.92M. The position accounts for 0.18% of the portfolio, ranked #120.

Dowling & Yahnke first reported a position in VEA in Q2 2013 and has held it in 38 quarters since. The position peaked at $5.71M in Q1 2022. 1,720 funds tracked by Wall St. Rank hold VEA as of Q3 2022.

  • Dowling & Yahnke held 107,847 shares of Vanguard FTSE Developed Markets ETF worth $3.92M as of Q3 2022.
  • Dowling & Yahnke bought 2,209 Vanguard FTSE Developed Markets ETF shares in Q3 2022, an estimated $90K.
  • Vanguard FTSE Developed Markets ETF made up 0.18% of Dowling & Yahnke's portfolio in Q3 2022, its #120 holding.
  • Dowling & Yahnke first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2013 and has held it in 38 quarters since.
  • Dowling & Yahnke's Vanguard FTSE Developed Markets ETF position peaked at $5.71M in Q1 2022.
  • 1,720 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2022.

Based on Dowling & Yahnke's 13F filing for Q3 2022, filed 3 Nov 2022.