HC Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

HC Advisors’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 Q2	–	Sell	-30,204	Closed	-$1.52M	–	78
2024 Q1	$1.52M	Buy	30,204 +3,389	+13%	+$164K	0.72%	29
2023 Q4	$1.28M	Buy	26,815 +3,950	+17%	+$177K	0.72%	31
2023 Q3	$1,000K	Hold	22,865	–	–	0.59%	35
2023 Q2	$1.06M	Buy	22,865 +110	+0.5%	+$5.06K	0.61%	34
2023 Q1	$1.03M	Sell	22,755 -1,800	-7%	-$80.2K	0.64%	33
2022 Q4	$1.03M	Buy	24,555 +135	+0.6%	+$5.47K	0.7%	34
2022 Q3	$888K	Buy	24,420 +678	+3%	+$27.6K	0.61%	36
2022 Q2	$969K	Buy	23,742 +4,014	+20%	+$178K	0.69%	32
2022 Q1	$948K	Buy	19,728 +5,804	+42%	+$282K	0.6%	34
2021 Q4	$711K	Hold	13,924	–	–	0.44%	36
2021 Q3	$703K	Hold	13,924	–	–	0.46%	35
2021 Q2	$717K	Hold	13,924	–	–	0.44%	36
2021 Q1	$684K	Hold	13,924	–	–	0.44%	35
2020 Q4	$657K	Hold	13,924	–	–	0.45%	37
2020 Q3	$570K	Hold	13,924	–	–	0.46%	32
2020 Q2	$540K	Buy	+13,924	New	+$508K	0.45%	43
2020 Q1	–	Sell	-7,047	Closed	-$311K	–	62
2019 Q4	$311K	Buy	+7,047	New	+$300K	0.32%	40

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

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

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

HC Advisors's VEA Position: Q2 2024 in Review

HC Advisors sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q2 2024, closing a stake of 30,204 shares — an estimated $1.52M sold.

HC Advisors first reported a position in VEA in Q4 2019 and held it in 17 quarters. The position peaked at $1.52M in Q1 2024. 2,157 funds tracked by Wall St. Rank hold VEA as of Q2 2024.

HC Advisors reported no remaining Vanguard FTSE Developed Markets ETF position as of Q2 2024 after selling out during the quarter.
HC Advisors sold 30,204 Vanguard FTSE Developed Markets ETF shares in Q2 2024, an estimated $1.52M.
HC Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2019 and held it in 17 quarters.
HC Advisors's Vanguard FTSE Developed Markets ETF position peaked at $1.52M in Q1 2024.
2,157 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2024.

Based on HC Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.