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Janiczek Wealth Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Janiczek Wealth 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 		$1.5M Sell
30,427
-6,219
-17% -$309K 0.32% 37
2024
Q1 		$1.84M Buy
36,646
+5,559
+18% +$268K 0.39% 31
2023
Q4 		$1.49M Buy
31,087
+2,662
+9% +$119K 0.36% 32
2023
Q3 		$1.24M Buy
28,425
+2,124
+8% +$97.2K 0.33% 32
2023
Q2 		$1.21M Sell
26,301
-1,273
-5% -$58.6K 0.33% 30
2023
Q1 		$1.28M Sell
27,574
-5,948
-18% -$265K 0.36% 28
2022
Q4 		$1.5M Sell
33,522
-743
-2% -$30.1K 0.42% 29
2022
Q3 		$1.26M Sell
34,265
-790
-2% -$32.2K 0.41% 28
2022
Q2 		$1.51M Sell
35,055
-3,166
-8% -$141K 0.45% 26
2022
Q1 		$1.84M Sell
38,221
-876
-2% -$42.6K 0.51% 22
2021
Q4 		$2M Buy
39,097
+15,420
+65% +$792K 0.6% 20
2021
Q3 		$1.2M Hold
23,677
– – 0.42% 26
2021
Q2 		$1.22M Sell
23,677
-3,988
-14% -$206K 0.44% 25
2021
Q1 		$1.36M Buy
27,665
+10,656
+63% +$521K 0.54% 23
2020
Q4 		$803K Hold
17,009
– – 0.39% 25
2020
Q3 		$696K Sell
17,009
-251
-1% -$10.3K 0.37% 24
2020
Q2 		$670K Sell
17,260
-349,920
-95% -$12.8M 0.38% 23
2020
Q1 		$12.2M Sell
367,180
-77,345
-17% -$3.1M 6.9% 5
2019
Q4 		$19.6M Buy
444,525
+6,078
+1% +$259K 8.8% 3
2019
Q3 		$18M Sell
438,447
-83,445
-16% -$3.41M 8.18% 3
2019
Q2 		$21.8M Sell
521,892
-3,940
-0.7% -$162K 10.18% 3
2019
Q1 		$21.5M Sell
525,832
-15,339
-3% -$613K 10.15% 3
2018
Q4 		$20.1M Sell
541,171
-96,619
-15% -$3.83M 10.19% 3
2018
Q3 		$27.6M Sell
637,790
-9,547
-1% -$412K 14.44% 3
2018
Q2 		$27.8M Buy
647,337
+18,159
+3% +$810K 14.65% 3
2018
Q1 		$27.8M Sell
629,178
-39,764
-6% -$1.8M 15.78% 3
2017
Q4 		$30M Sell
668,942
-1,190
-0.2% -$52.6K 16.33% 2
2017
Q3 		$29.1M Sell
670,132
-313
-0% -$13.3K 16.15% 2
2017
Q2 		$27.7M Sell
670,445
-48,319
-7% -$1.97M 16.14% 2
2017
Q1 		$28.2M Sell
718,764
-269,192
-27% -$10.3M 16.16% 2
2016
Q4 		$36.1M Buy
+987,956
New +$36M 16.12% 2

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

Janiczek Wealth Management's VEA Position: Q2 2024 in Review

Janiczek Wealth Management reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 17% in Q2 2024, selling an estimated $309K and leaving 30,427 shares worth $1.5M. The position accounts for 0.32% of the portfolio, ranked #37.

Janiczek Wealth Management first reported a position in VEA in Q4 2016 and has held it in 31 quarters since. The position peaked at $36.1M in Q4 2016. 2,157 funds tracked by Wall St. Rank hold VEA as of Q2 2024.

  • Janiczek Wealth Management held 30,427 shares of Vanguard FTSE Developed Markets ETF worth $1.5M as of Q2 2024.
  • Janiczek Wealth Management sold 6,219 Vanguard FTSE Developed Markets ETF shares in Q2 2024, an estimated $309K.
  • Vanguard FTSE Developed Markets ETF made up 0.32% of Janiczek Wealth Management's portfolio in Q2 2024, its #37 holding.
  • Janiczek Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2016 and has held it in 31 quarters since.
  • Janiczek Wealth Management's Vanguard FTSE Developed Markets ETF position peaked at $36.1M in Q4 2016.
  • 2,157 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.