FormulaFolio Investments’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

FormulaFolio Investments’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
2021 Q2	$1.21M	Buy	23,411 +2,388	+11%	+$123K	0.4%	44
2021 Q1	$1.08M	Sell	21,023 -314,029	-94%	-$15.3M	0.35%	45
2020 Q4	$15.8M	Buy	335,052 +254,017	+313%	+$11.2M	0.33%	70
2020 Q3	$3.31M	Buy	81,035 +44,214	+120%	+$1.81M	0.13%	68
2020 Q2	$1.43M	Buy	36,821 +24,496	+199%	+$894K	0.06%	113
2020 Q1	$411K	Sell	12,325 -5,501	-31%	-$221K	0.02%	190
2019 Q4	$785K	Sell	17,826 -435	-2%	-$18.5K	0.03%	200
2019 Q3	$750K	Buy	18,261 +1,262	+7%	+$51.5K	0.03%	186
2019 Q2	$709K	Sell	16,999 -1,970	-10%	-$81.2K	0.03%	170
2019 Q1	$775K	Sell	18,969 -9,379	-33%	-$375K	0.03%	152
2018 Q4	$1.23M	Hold	28,348	–	–	0.05%	115
2018 Q3	$1.23M	Sell	28,348 -492	-2%	-$21.2K	0.05%	115
2018 Q2	$1.24M	Buy	28,840 +2,846	+11%	+$127K	0.06%	107
2018 Q1	$1.15M	Sell	25,994 -4,590	-15%	-$208K	0.07%	89
2017 Q4	$1.37M	Sell	30,584 -49,950	-62%	-$2.21M	0.09%	77
2017 Q3	$3.5M	Buy	80,534 +7,923	+11%	+$336K	0.27%	31
2017 Q2	$3M	Buy	72,611 +16,698	+30%	+$681K	0.27%	30
2017 Q1	$2.2M	Buy	55,913 +36,802	+193%	+$1.41M	0.24%	30
2016 Q4	$698K	Buy	+19,111	New	+$697K	0.09%	70

Other funds holding VEA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FormulaFolio Investments's VEA Position: Q2 2021 in Review

FormulaFolio Investments increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 11% in Q2 2021, buying an estimated $123K and bringing the position to 23,411 shares worth $1.21M. The position accounts for 0.4% of the portfolio, ranked #44.

FormulaFolio Investments first reported a position in VEA in Q4 2016 and has held it in 19 quarters since. The position peaked at $15.8M in Q4 2020. 1,557 funds tracked by Wall St. Rank hold VEA as of Q2 2021.

FormulaFolio Investments held 23,411 shares of Vanguard FTSE Developed Markets ETF worth $1.21M as of Q2 2021.
FormulaFolio Investments bought 2,388 Vanguard FTSE Developed Markets ETF shares in Q2 2021, an estimated $123K.
Vanguard FTSE Developed Markets ETF made up 0.4% of FormulaFolio Investments's portfolio in Q2 2021, its #44 holding.
FormulaFolio Investments first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2016 and has held it in 19 quarters since.
FormulaFolio Investments's Vanguard FTSE Developed Markets ETF position peaked at $15.8M in Q4 2020.
1,557 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.