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Financial Designs’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Financial Designs’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
Q4 		– Sell
-105,988
Closed -$4.63M – 32
2023
Q3 		$4.63M Sell
105,988
-3,598
-3% -$165K 3.49% 9
2023
Q2 		$5.06M Sell
109,586
-4,151
-4% -$191K 3.7% 9
2023
Q1 		$5.14M Sell
113,737
-4,986
-4% -$222K 3.84% 7
2022
Q4 		$4.98M Buy
+118,723
New +$4.81M 3.75% 7

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Financial Designs's VEA Position: Q4 2023 in Review

Financial Designs sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q4 2023, closing a stake of 105,988 shares — an estimated $4.63M sold.

Financial Designs first reported a position in VEA in Q4 2022 and held it in 4 quarters. The position peaked at $5.14M in Q1 2023. 2,121 funds tracked by Wall St. Rank hold VEA as of Q4 2023.

  • Financial Designs reported no remaining Vanguard FTSE Developed Markets ETF position as of Q4 2023 after selling out during the quarter.
  • Financial Designs sold 105,988 Vanguard FTSE Developed Markets ETF shares in Q4 2023, an estimated $4.63M.
  • Financial Designs first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2022 and held it in 4 quarters.
  • Financial Designs's Vanguard FTSE Developed Markets ETF position peaked at $5.14M in Q1 2023.
  • 2,121 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2023.

Based on Financial Designs's 13F filing for Q4 2023, filed 19 Jan 2024.