JBJ Investment Partners’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

JBJ Investment 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
2021 Q4	$22.4M	Buy	439,154 +16,659	+4%	+$855K	4.63%	8
2021 Q3	$21.3M	Buy	422,495 +16,352	+4%	+$850K	4.43%	8
2021 Q2	$20.9M	Buy	406,143 +60,846	+18%	+$3.14M	4.3%	8
2021 Q1	$17M	Buy	345,297 +4,956	+1%	+$242K	3.71%	9
2020 Q4	$16.1M	Buy	340,341 +49,089	+17%	+$2.16M	3.65%	9
2020 Q3	$11.9M	Buy	291,252 +73,245	+34%	+$3.01M	3.11%	11
2020 Q2	$8.46M	Buy	218,007 +20,275	+10%	+$740K	2.42%	12
2020 Q1	$6.59M	Buy	+197,732	New	+$7.93M	2.36%	12

Other funds holding VEA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JBJ Investment Partners's VEA Position: Q4 2021 in Review

JBJ Investment Partners increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 3.9% in Q4 2021, buying an estimated $855K and bringing the position to 439,154 shares worth $22.4M. The position accounts for 4.63% of the portfolio, ranked #8.

JBJ Investment Partners first reported a position in VEA in Q1 2020 and has held it in 8 quarters since. 1,815 funds tracked by Wall St. Rank hold VEA as of Q4 2021.

JBJ Investment Partners held 439,154 shares of Vanguard FTSE Developed Markets ETF worth $22.4M as of Q4 2021.
JBJ Investment Partners bought 16,659 Vanguard FTSE Developed Markets ETF shares in Q4 2021, an estimated $855K.
Vanguard FTSE Developed Markets ETF made up 4.63% of JBJ Investment Partners's portfolio in Q4 2021, its #8 holding.
JBJ Investment Partners first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2020 and has held it in 8 quarters since.
1,815 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2021.

Based on JBJ Investment Partners's 13F filing for Q4 2021, filed 8 Feb 2022.