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Executive Wealth Group’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Executive Wealth 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
Q1 		$31.2M Buy
640,431
+427,875
+201% +$20.7M 6.5% 7
2023
Q4 		$10.2M Buy
212,556
+1,077
+0.5% +$48.2K 6.47% 5
2023
Q3 		$9.25M Buy
211,479
+959
+0.5% +$43.9K 6.56% 5
2023
Q2 		$9.72M Buy
210,520
+1,402
+0.7% +$64.5K 6.57% 5
2023
Q1 		$9.45M Buy
209,118
+276
+0.1% +$12.3K 6.69% 5
2022
Q4 		$8.77M Buy
208,842
+1,898
+0.9% +$76.9K 6.69% 6
2022
Q3 		$7.52M Sell
206,944
-18,162
-8% -$740K 6.46% 6
2022
Q2 		$9.18M Buy
225,106
+2,350
+1% +$104K 7.11% 5
2022
Q1 		$10.7M Buy
222,756
+4,544
+2% +$221K 7.01% 5
2021
Q4 		$11.1M Sell
218,212
-6,702
-3% -$344K 6.89% 4
2021
Q3 		$11.4M Sell
224,914
-539
-0.2% -$28K 6.94% 4
2021
Q2 		$11.6M Buy
225,453
+1,515
+0.7% +$78.2K 6.87% 4
2021
Q1 		$11M Buy
223,938
+693
+0.3% +$33.9K 6.77% 4
2020
Q4 		$10.5M Sell
223,245
-2,144
-1% -$94.3K 7.11% 4
2020
Q3 		$9.22M Sell
225,389
-9,007
-4% -$370K 7.08% 4
2020
Q2 		$9.09M Buy
234,396
+844
+0.4% +$30.8K 7.28% 4
2020
Q1 		$7.79M Buy
233,552
+482
+0.2% +$19.3K 7.46% 4
2019
Q4 		$10.3M Sell
233,070
-553
-0.2% -$23.6K 7.78% 3
2019
Q3 		$9.6M Sell
233,623
-4,813
-2% -$197K 7.68% 3
2019
Q2 		$9.95M Buy
238,436
+2,057
+0.9% +$84.8K 7.62% 3
2019
Q1 		$9.66M Sell
236,379
-2,400
-1% -$95.9K 7.53% 3
2018
Q4 		$8.86M Sell
238,779
-19,100
-7% -$756K 8.36% 3
2018
Q3 		$11.2M Sell
257,879
-1
-0% -$43 9.25% 2
2018
Q2 		$11.1M Buy
257,880
+8,397
+3% +$374K 9.85% 2
2018
Q1 		$11M Buy
249,483
+5,078
+2% +$230K 9.51% 2
2017
Q4 		$11M Buy
+244,405
New +$10.8M 9.8% 2

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Executive Wealth Group's VEA Position: Q1 2024 in Review

Executive Wealth Group increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 201% in Q1 2024, buying an estimated $20.7M and bringing the position to 640,431 shares worth $31.2M. The position accounts for 6.5% of the portfolio, ranked #7.

Executive Wealth Group first reported a position in VEA in Q4 2017 and has held it in 26 quarters since. 2,151 funds tracked by Wall St. Rank hold VEA as of Q1 2024.

  • Executive Wealth Group held 640,431 shares of Vanguard FTSE Developed Markets ETF worth $31.2M as of Q1 2024.
  • Executive Wealth Group bought 427,875 Vanguard FTSE Developed Markets ETF shares in Q1 2024, an estimated $20.7M.
  • Vanguard FTSE Developed Markets ETF made up 6.5% of Executive Wealth Group's portfolio in Q1 2024, its #7 holding.
  • Executive Wealth Group first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2017 and has held it in 26 quarters since.
  • 2,151 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2024.

Based on Executive Wealth Group's 13F filing for Q1 2024, filed 11 Apr 2024.