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Hart & Patterson Financial Group’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Hart & Patterson Financial 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 		$20.4M Buy
427,116
+16,368
+4% +$822K 9.93% 1
2024
Q3 		$21.7M Sell
410,748
-8,860
-2% -$451K 10.27% 1
2024
Q2 		$20.7M Sell
419,608
-7,827
-2% -$389K 10.27% 1
2024
Q1 		$21.4M Sell
427,435
-99,355
-19% -$4.8M 10.62% 1
2023
Q4 		$25.2M Buy
+526,790
New +$23.6M 13.1% 2

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Hart & Patterson Financial Group's VEA Position: Q4 2024 in Review

Hart & Patterson Financial Group increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 4% in Q4 2024, buying an estimated $822K and bringing the position to 427,116 shares worth $20.4M. The position accounts for 9.93% of the portfolio, ranked #1.

Hart & Patterson Financial Group first reported a position in VEA in Q4 2023 and has held it in 5 quarters since. The position peaked at $25.2M in Q4 2023. 2,403 funds tracked by Wall St. Rank hold VEA as of Q4 2024.

  • Hart & Patterson Financial Group held 427,116 shares of Vanguard FTSE Developed Markets ETF worth $20.4M as of Q4 2024.
  • Hart & Patterson Financial Group bought 16,368 Vanguard FTSE Developed Markets ETF shares in Q4 2024, an estimated $822K.
  • Vanguard FTSE Developed Markets ETF made up 9.93% of Hart & Patterson Financial Group's portfolio in Q4 2024, its #1 holding.
  • Hart & Patterson Financial Group first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2023 and has held it in 5 quarters since.
  • Hart & Patterson Financial Group's Vanguard FTSE Developed Markets ETF position peaked at $25.2M in Q4 2023.
  • 2,403 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2024.

Based on Hart & Patterson Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.