ECG
VEA icon

EPIQ Capital Group’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

EPIQ Capital Group’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
2024
Q4 		$4.35M Sell
91,061
-2,588
-3% -$130K 1.14% 15
2024
Q3 		$4.95M Sell
93,649
-644
-0.7% -$32.7K 1.42% 11
2024
Q2 		$4.66M Buy
94,293
+1,331
+1% +$66.2K 1.64% 8
2024
Q1 		$4.66M Sell
92,962
-5,690
-6% -$275K 1.86% 8
2023
Q4 		$4.73M Buy
98,652
+2,156
+2% +$96.5K 2.15% 7
2023
Q3 		$4.22M Sell
96,496
-5,905
-6% -$270K 2.18% 7
2023
Q2 		$4.73M Buy
102,401
+968
+1% +$44.5K 2.38% 7
2023
Q1 		$4.58M Sell
101,433
-10,731
-10% -$478K 2.31% 9
2022
Q4 		$4.71M Sell
112,164
-27,857
-20% -$1.13M 2.57% 8
2022
Q3 		$5.09M Buy
140,021
+428
+0.3% +$17.4K 2.51% 11
2022
Q2 		$5.7M Sell
139,593
-16,883
-11% -$751K 2.24% 13
2022
Q1 		$7.52M Sell
156,476
-18,548
-11% -$903K 2.05% 10
2021
Q4 		$8.94M Sell
175,024
-4,561
-3% -$234K 1.59% 11
2021
Q3 		$9.07M Buy
179,585
+806
+0.5% +$41.9K 0.94% 12
2021
Q2 		$9.21M Sell
178,779
-3,033
-2% -$157K 0.96% 12
2021
Q1 		$8.93M Sell
181,812
-14,663
-7% -$716K 1% 11
2020
Q4 		$9.28M Sell
196,475
-4,372
-2% -$192K 1.47% 11
2020
Q3 		$8.21M Sell
200,847
-4,011
-2% -$165K 1.18% 11
2020
Q2 		$7.95M Sell
204,858
-33,355
-14% -$1.22M 1.34% 11
2020
Q1 		$7.94M Sell
238,213
-8,351
-3% -$335K 2.35% 8
2019
Q4 		$10.9M Buy
+246,564
New +$10.5M 2.66% 8

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

EPIQ Capital Group's VEA Position: Q4 2024 in Review

EPIQ Capital Group reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 2.8% in Q4 2024, selling an estimated $130K and leaving 91,061 shares worth $4.35M. The position accounts for 1.14% of the portfolio, ranked #15.

EPIQ Capital Group first reported a position in VEA in Q4 2019 and has held it in 21 quarters since. The position peaked at $10.9M in Q4 2019. 2,405 funds tracked by Wall St. Rank hold VEA as of Q4 2024.

  • EPIQ Capital Group held 91,061 shares of Vanguard FTSE Developed Markets ETF worth $4.35M as of Q4 2024.
  • EPIQ Capital Group sold 2,588 Vanguard FTSE Developed Markets ETF shares in Q4 2024, an estimated $130K.
  • Vanguard FTSE Developed Markets ETF made up 1.14% of EPIQ Capital Group's portfolio in Q4 2024, its #15 holding.
  • EPIQ Capital Group first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2019 and has held it in 21 quarters since.
  • EPIQ Capital Group's Vanguard FTSE Developed Markets ETF position peaked at $10.9M in Q4 2019.
  • 2,405 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2024.

Based on EPIQ Capital Group's 13F filing for Q4 2024, filed 7 Feb 2025.