IWP
VEA icon

Icon Wealth Partners’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Icon Wealth Partners’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
2023
Q3 		$390K Buy
8,922
+2,450
+38% +$112K 0.04% 197
2023
Q2 		$299K Hold
6,472
– – 0.03% 257
2023
Q1 		$292K Buy
+6,472
New +$288K 0.03% 260
2022
Q2 		$264K Hold
6,472
– – 0.03% 263
2022
Q1 		$311K Sell
6,472
-1,136
-15% -$55.3K 0.03% 267
2021
Q4 		$387K Hold
7,608
– – 0.04% 234
2021
Q3 		$384K Sell
7,608
-1
-0% -$52 0.04% 250
2021
Q2 		$392K Sell
7,609
-8
-0.1% -$413 0.04% 256
2021
Q1 		$374K Sell
7,617
-322
-4% -$15.7K 0.05% 243
2020
Q4 		$375K Sell
7,939
-8
-0.1% -$352 0.06% 206
2020
Q3 		$325K Buy
7,947
+7
+0.1% +$287 0.06% 187
2020
Q2 		$308K Sell
7,940
-104
-1% -$3.8K 0.07% 184
2020
Q1 		$268K Buy
8,044
+223
+3% +$8.95K 0.11% 115
2019
Q4 		$345K Sell
7,821
-10
-0.1% -$426 0.11% 104
2019
Q3 		$322K Buy
7,831
+21
+0.3% +$858 0.11% 109
2019
Q2 		$326K Sell
7,810
-4
-0.1% -$165 0.12% 108
2019
Q1 		$319K Buy
7,814
+15
+0.2% +$599 0.12% 105
2018
Q4 		$289K Buy
7,799
+1,327
+21% +$52.5K 0.14% 104
2018
Q3 		$280K Hold
6,472
– – 0.12% 138
2018
Q2 		$278K Hold
6,472
– – 0.12% 128
2018
Q1 		$286K Sell
6,472
-2,588
-29% -$117K 0.15% 135
2017
Q4 		$406K Buy
+9,060
New +$400K 0.2% 103

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Icon Wealth Partners's VEA Position: Q3 2023 in Review

Icon Wealth Partners increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 38% in Q3 2023, buying an estimated $112K and bringing the position to 8,922 shares worth $390K. The position accounts for 0.04% of the portfolio, ranked #197.

Icon Wealth Partners first reported a position in VEA in Q4 2017 and has held it in 22 quarters since. The position peaked at $406K in Q4 2017. 1,931 funds tracked by Wall St. Rank hold VEA as of Q3 2023.

  • Icon Wealth Partners held 8,922 shares of Vanguard FTSE Developed Markets ETF worth $390K as of Q3 2023.
  • Icon Wealth Partners bought 2,450 Vanguard FTSE Developed Markets ETF shares in Q3 2023, an estimated $112K.
  • Vanguard FTSE Developed Markets ETF made up 0.04% of Icon Wealth Partners's portfolio in Q3 2023, its #197 holding.
  • Icon Wealth Partners first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2017 and has held it in 22 quarters since.
  • Icon Wealth Partners's Vanguard FTSE Developed Markets ETF position peaked at $406K in Q4 2017.
  • 1,931 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.