Inverness Counsel’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Inverness Counsel’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
2022 Q3	–	Hold	0	–	–	–	103
2022 Q2	–	Hold	0	–	–	–	87
2022 Q1	–	Hold	0	–	–	–	86
2021 Q4	–	Hold	0	–	–	–	83
2021 Q3	–	Hold	0	–	–	–	85
2021 Q2	–	Hold	0	–	–	–	85
2021 Q1	–	Hold	0	–	–	–	86
2020 Q4	–	Hold	0	–	–	–	82
2020 Q3	–	Hold	0	–	–	–	80
2020 Q2	–	Hold	0	–	–	–	75
2020 Q1	–	Hold	0	–	–	–	78
2019 Q4	–	Hold	0	–	–	–	79
2019 Q3	–	Hold	0	–	–	–	75
2019 Q2	–	Hold	0	–	–	–	74
2019 Q1	–	Hold	0	–	–	–	73
2018 Q4	–	Hold	0	–	–	–	75
2018 Q3	–	Hold	0	–	–	–	81
2018 Q2	–	Hold	0	–	–	–	79
2018 Q1	–	Hold	0	–	–	–	92

Other funds holding VEA

Bank of America

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return