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HoyleCohen’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

HoyleCohen’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 		$3.37M Sell
68,162
-4,610
-6% -$229K 0.25% 86
2024
Q1 		$3.65M Buy
72,772
+241
+0.3% +$11.6K 0.28% 84
2023
Q4 		$3.47M Buy
72,531
+10,458
+17% +$468K 0.28% 84
2023
Q3 		$2.71M Buy
62,073
+363
+0.6% +$16.6K 0.25% 91
2023
Q2 		$2.85M Sell
61,710
-3,173
-5% -$146K 0.25% 88
2023
Q1 		$2.93M Buy
64,883
+1,688
+3% +$75.2K 0.27% 84
2022
Q4 		$2.65M Sell
63,195
-20,802
-25% -$843K 0.26% 87
2022
Q3 		$3.05M Buy
83,997
+9,314
+12% +$380K 0.33% 76
2022
Q2 		$3.05M Sell
74,683
-14,693
-16% -$653K 0.32% 77
2022
Q1 		$4.29M Buy
89,376
+7,269
+9% +$354K 0.37% 74
2021
Q4 		$4.19M Buy
82,107
+528
+0.6% +$27.1K 0.35% 74
2021
Q3 		$4.12M Buy
81,579
+1,355
+2% +$70.5K 0.39% 74
2021
Q2 		$4.13K Sell
80,224
-13,340
-14% -$689K 0.32% 75
2021
Q1 		$4.59M Sell
93,564
-16,080
-15% -$786K 0.47% 65
2020
Q4 		$5.18M Sell
109,644
-12,107
-10% -$533K 0.6% 45
2020
Q3 		$4.98M Sell
121,751
-9,439
-7% -$387K 0.73% 34
2020
Q2 		$5.09M Sell
131,190
-48,520
-27% -$1.77M 0.85% 28
2020
Q1 		$5.99M Sell
179,710
-22,216
-11% -$891K 1.2% 23
2019
Q4 		$8.9M Sell
201,926
-33,582
-14% -$1.43M 1.41% 23
2019
Q3 		$9.68M Sell
235,508
-78,121
-25% -$3.19M 1.65% 16
2019
Q2 		$13.1M Sell
313,629
-79,524
-20% -$3.28M 2.27% 7
2019
Q1 		$16.1M Sell
393,153
-23,027
-6% -$920K 2.83% 3
2018
Q4 		$15.4M Buy
+416,180
New +$16.5M 3.16% 3

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

HoyleCohen's VEA Position: Q2 2024 in Review

HoyleCohen reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 6.3% in Q2 2024, selling an estimated $229K and leaving 68,162 shares worth $3.37M. The position accounts for 0.25% of the portfolio, ranked #86.

HoyleCohen first reported a position in VEA in Q4 2018 and has held it in 23 quarters since. The position peaked at $16.1M in Q1 2019. 2,157 funds tracked by Wall St. Rank hold VEA as of Q2 2024.

  • HoyleCohen held 68,162 shares of Vanguard FTSE Developed Markets ETF worth $3.37M as of Q2 2024.
  • HoyleCohen sold 4,610 Vanguard FTSE Developed Markets ETF shares in Q2 2024, an estimated $229K.
  • Vanguard FTSE Developed Markets ETF made up 0.25% of HoyleCohen's portfolio in Q2 2024, its #86 holding.
  • HoyleCohen first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2018 and has held it in 23 quarters since.
  • HoyleCohen's Vanguard FTSE Developed Markets ETF position peaked at $16.1M in Q1 2019.
  • 2,157 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2024.

Based on HoyleCohen's 13F filing for Q2 2024, filed 19 Jul 2024.