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

HBC Financial Services’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 		$92K Buy
1,938
+36
+2% +$1.81K 0.06% 55
2024
Q3 		$95K Buy
1,902
+19
+1% +$966 0.06% 55
2024
Q2 		$94K Hold
1,883
– – 0.06% 50
2024
Q1 		$91K Hold
1,883
– – 0.06% 45
2023
Q4 		$90K Sell
1,883
-107
-5% -$4.79K 0.06% 46
2023
Q3 		$87K Hold
1,990
– – 0.07% 43
2023
Q2 		$94K Hold
1,990
– – 0.07% 45
2023
Q1 		$91K Buy
1,990
+9
+0.5% +$401 0.07% 44
2022
Q4 		$84K Hold
1,981
– – 0.07% 46
2022
Q3 		$72K Hold
1,981
– – 0.06% 45
2022
Q2 		$80K Buy
1,981
+25
+1% +$1.11K 0.06% 44
2022
Q1 		$86K Buy
1,956
+18
+0.9% +$876 0.06% 45
2021
Q4 		$98K Buy
1,938
+14
+0.7% +$719 0.06% 45
2021
Q3 		$97K Hold
1,924
– – 0.06% 42
2021
Q2 		$96K Buy
1,924
+37
+2% +$1.91K 0.06% 45
2021
Q1 		$96.4K Buy
1,887
+110
+6% +$5.37K 0.07% 44
2020
Q4 		$87K Sell
1,777
-24
-1% -$1.06K 0.07% 42
2020
Q3 		$79K Buy
1,801
+100
+6% +$4.1K 0.07% 39
2020
Q2 		$69K Buy
1,701
+10
+0.6% +$365 0.06% 48
2020
Q1 		$53K Hold
1,691
– – 0.06% 50
2019
Q4 		$74K Buy
+1,691
New +$72.1K 0.06% 50

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

HBC Financial Services's VEA Position: Q4 2024 in Review

HBC Financial Services increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 1.9% in Q4 2024, buying an estimated $1.81K and bringing the position to 1,938 shares worth $92K. The position accounts for 0.06% of the portfolio, ranked #55.

HBC Financial Services first reported a position in VEA in Q4 2019 and has held it in 21 quarters since. The position peaked at $98K in Q4 2021. 2,405 funds tracked by Wall St. Rank hold VEA as of Q4 2024.

  • HBC Financial Services held 1,938 shares of Vanguard FTSE Developed Markets ETF worth $92K as of Q4 2024.
  • HBC Financial Services bought 36 Vanguard FTSE Developed Markets ETF shares in Q4 2024, an estimated $1.81K.
  • Vanguard FTSE Developed Markets ETF made up 0.06% of HBC Financial Services's portfolio in Q4 2024, its #55 holding.
  • HBC Financial Services first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2019 and has held it in 21 quarters since.
  • HBC Financial Services's Vanguard FTSE Developed Markets ETF position peaked at $98K in Q4 2021.
  • 2,405 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2024.

Based on HBC Financial Services's 13F filing for Q4 2024, filed 16 Jan 2025.