Guardian Capital Advisors (Canada)’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Guardian Capital Advisors (Canada)’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 Q3	$2.4M	Hold	45,776	–	–	0.24%	83
2024 Q2	$2.32M	Sell	45,776 -11,144	-20%	-$554K	0.25%	83
2024 Q1	$2.73M	Hold	56,920	–	–	0.29%	79
2023 Q4	$2.71M	Sell	56,920 -121,830	-68%	-$5.45M	0.28%	80
2023 Q3	$7.88M	Buy	+178,750	New	+$8.18M	0.88%	37
2020 Q4	–	Sell	-4,875	Closed	-$204K	–	175
2020 Q3	$204K	Buy	+4,875	New	+$200K	0.03%	160
2020 Q1	–	Sell	-4,875	Closed	-$216K	–	160
2019 Q4	$216K	Buy	+4,875	New	+$208K	0.03%	149
2019 Q3	–	Sell	-4,875	Closed	-$205K	–	167
2019 Q2	$205K	Hold	4,875	–	–	0.03%	155
2019 Q1	$205K	Buy	+4,875	New	+$195K	0.03%	154
2018 Q4	–	Sell	-4,875	Closed	-$204K	–	165
2018 Q3	$204K	Hold	4,875	–	–	0.03%	152
2018 Q2	$211K	Buy	4,875 +175	+4%	+$7.8K	0.03%	152
2018 Q1	$211K	Hold	4,700	–	–	0.03%	153
2017 Q4	$221K	Hold	4,700	–	–	0.03%	154
2017 Q3	$207K	Buy	+4,700	New	+$199K	0.03%	152

Other funds holding VEA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Guardian Capital Advisors (Canada)'s VEA Position: Q3 2024 in Review

Guardian Capital Advisors (Canada) held its Vanguard FTSE Developed Markets ETF (VEA) position steady in Q3 2024 at 45,776 shares worth $2.4M. The position accounts for 0.24% of the portfolio, ranked #83.

Guardian Capital Advisors (Canada) first reported a position in VEA in Q3 2017 and has held it in 14 quarters since. The position peaked at $7.88M in Q3 2023. 2,209 funds tracked by Wall St. Rank hold VEA as of Q3 2024.

Guardian Capital Advisors (Canada) held 45,776 shares of Vanguard FTSE Developed Markets ETF worth $2.4M as of Q3 2024.
Guardian Capital Advisors (Canada) left its Vanguard FTSE Developed Markets ETF share count unchanged in Q3 2024.
Vanguard FTSE Developed Markets ETF made up 0.24% of Guardian Capital Advisors (Canada)'s portfolio in Q3 2024, its #83 holding.
Guardian Capital Advisors (Canada) first reported a position in Vanguard FTSE Developed Markets ETF in Q3 2017 and has held it in 14 quarters since.
Guardian Capital Advisors (Canada)'s Vanguard FTSE Developed Markets ETF position peaked at $7.88M in Q3 2023.
2,209 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2024.

Based on Guardian Capital Advisors (Canada)'s 13F filing for Q3 2024, filed 12 Nov 2024.