Eagle Ridge Investment Management’s Vanguard FTSE Europe ETF VGK Stock Holding History

Eagle Ridge Investment Management’s Portfolio VGK Stock Details VGK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$527K	Buy	8,299 +76	+0.9%	+$5.07K	0.05%	96
2024 Q3	$585K	Buy	8,223 +89	+1%	+$6.12K	0.05%	94
2024 Q2	$543K	Buy	8,134 +1,288	+19%	+$87.3K	0.05%	95
2024 Q1	$461K	Buy	6,846 +48	+0.7%	+$3.11K	0.04%	105
2023 Q4	$438K	Sell	6,798 -52	-0.8%	-$3.11K	0.04%	104
2023 Q3	$397K	Buy	6,850 +953	+16%	+$58.1K	0.04%	105
2023 Q2	$364K	Buy	5,897 +78	+1%	+$4.85K	0.04%	118
2023 Q1	$355K	Sell	5,819 -87	-1%	-$5.2K	0.04%	118
2022 Q4	$327K	Buy	5,906 +1,202	+26%	+$63.4K	0.04%	119
2022 Q3	$217K	Buy	4,704 +53	+1%	+$2.77K	0.03%	137
2022 Q2	$246K	Sell	4,651 -173	-4%	-$10K	0.03%	135
2022 Q1	$300K	Buy	4,824 +30	+0.6%	+$1.92K	0.03%	133
2021 Q4	$327K	Buy	4,794 +106	+2%	+$7.17K	0.03%	126
2021 Q3	$308K	Buy	+4,688	New	+$321K	0.03%	121

Other funds holding VGK

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

CZI

Chan Zuckerberg Initiative Redwood City, California $49.2M AUM 19.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Eagle Ridge Investment Management's VGK Position: Q4 2024 in Review

Eagle Ridge Investment Management increased its Vanguard FTSE Europe ETF (VGK) stake by 0.92% in Q4 2024, buying an estimated $5.07K and bringing the position to 8,299 shares worth $527K. The position accounts for 0.05% of the portfolio, ranked #96.

Eagle Ridge Investment Management first reported a position in VGK in Q3 2021 and has held it in 14 quarters since. The position peaked at $585K in Q3 2024. 636 funds tracked by Wall St. Rank hold VGK as of Q4 2024.

Eagle Ridge Investment Management held 8,299 shares of Vanguard FTSE Europe ETF worth $527K as of Q4 2024.
Eagle Ridge Investment Management bought 76 Vanguard FTSE Europe ETF shares in Q4 2024, an estimated $5.07K.
Vanguard FTSE Europe ETF made up 0.05% of Eagle Ridge Investment Management's portfolio in Q4 2024, its #96 holding.
Eagle Ridge Investment Management first reported a position in Vanguard FTSE Europe ETF in Q3 2021 and has held it in 14 quarters since.
Eagle Ridge Investment Management's Vanguard FTSE Europe ETF position peaked at $585K in Q3 2024.
636 funds tracked by Wall St. Rank held Vanguard FTSE Europe ETF as of Q4 2024.

Based on Eagle Ridge Investment Management's 13F filing for Q4 2024, filed 27 Jan 2025.