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Institutional & Family Asset Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Institutional & Family Asset Management’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 		$218K Buy
4,412
+665
+18% +$33.1K 0.03% 143
2024
Q1 		$188K Buy
3,747
+1,756
+88% +$84.8K 0.03% 145
2023
Q4 		$95.4K Hold
1,991
– – 0.02% 196
2023
Q3 		$87K Hold
1,991
– – 0.01% 186
2023
Q2 		$91.9K Hold
1,991
– – 0.02% 187
2023
Q1 		$89.9K Hold
1,991
– – 0.01% 181
2022
Q4 		$83.6K Sell
1,991
-12,733
-86% -$516K 0.01% 184
2022
Q3 		$535K Buy
14,724
+10,204
+226% +$416K 0.09% 108
2022
Q2 		$184K Buy
4,520
+1,991
+79% +$88.5K 0.03% 139
2022
Q1 		$121K Hold
2,529
– – 0.02% 180
2021
Q4 		$129K Hold
2,529
– – 0.02% 185
2021
Q3 		$128K Hold
2,529
– – 0.02% 212
2021
Q2 		$130K Hold
2,529
– – 0.02% 210
2021
Q1 		$124K Sell
2,529
-564
-18% -$27.6K 0.02% 241
2020
Q4 		$146K Sell
3,093
-13,373
-81% -$588K 0.03% 210
2020
Q3 		$673K Sell
16,466
-1,357
-8% -$55.7K 0.16% 99
2020
Q2 		$691K Buy
+17,823
New +$651K 0.14% 100
2020
Q1 		– Sell
-7
Closed – – 916
2019
Q4 		$0 Sell
7
-86
-92% -$3.67K ﹤0.01% 894
2019
Q3 		$4K Sell
93
-54
-37% -$2.21K ﹤0.01% 605
2019
Q2 		$6K Sell
147
-3,269
-96% -$135K ﹤0.01% 569
2019
Q1 		$140K Buy
3,416
+831
+32% +$33.2K 0.03% 208
2018
Q4 		$96K Buy
2,585
+2,535
+5,070% +$100K 0.02% 228
2018
Q3 		$2K Sell
50
-826
-94% -$35.6K ﹤0.01% 762
2018
Q2 		$38K Sell
876
-1,123
-56% -$50.1K 0.01% 376
2018
Q1 		$88K Buy
+1,999
New +$90.7K 0.02% 266

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

Institutional & Family Asset Management's VEA Position: Q2 2024 in Review

Institutional & Family Asset Management increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 18% in Q2 2024, buying an estimated $33.1K and bringing the position to 4,412 shares worth $218K. The position accounts for 0.03% of the portfolio, ranked #143.

Institutional & Family Asset Management first reported a position in VEA in Q1 2018 and has held it in 25 quarters since. The position peaked at $691K in Q2 2020. 2,157 funds tracked by Wall St. Rank hold VEA as of Q2 2024.

  • Institutional & Family Asset Management held 4,412 shares of Vanguard FTSE Developed Markets ETF worth $218K as of Q2 2024.
  • Institutional & Family Asset Management bought 665 Vanguard FTSE Developed Markets ETF shares in Q2 2024, an estimated $33.1K.
  • Vanguard FTSE Developed Markets ETF made up 0.03% of Institutional & Family Asset Management's portfolio in Q2 2024, its #143 holding.
  • Institutional & Family Asset Management first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2018 and has held it in 25 quarters since.
  • Institutional & Family Asset Management's Vanguard FTSE Developed Markets ETF position peaked at $691K in Q2 2020.
  • 2,157 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.