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Johnson Midwest Financial’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Johnson Midwest Financial’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 		$105K Hold
2,392
– – 0.23% 50
2023
Q2 		$110K Hold
2,392
– – 0.1% 50
2023
Q1 		$108K Hold
2,392
– – 0.16% 48
2022
Q4 		$100K Hold
2,392
– – 0.37% 49
2022
Q3 		$87 Buy
+2,392
New +$97.5K 0.33% 52

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

Johnson Midwest Financial's VEA Position: Q3 2023 in Review

Johnson Midwest Financial held its Vanguard FTSE Developed Markets ETF (VEA) position steady in Q3 2023 at 2,392 shares worth $105K. The position accounts for 0.23% of the portfolio, ranked #50.

Johnson Midwest Financial first reported a position in VEA in Q3 2022 and has held it in 5 quarters since. The position peaked at $110K in Q2 2023. 1,931 funds tracked by Wall St. Rank hold VEA as of Q3 2023.

  • Johnson Midwest Financial held 2,392 shares of Vanguard FTSE Developed Markets ETF worth $105K as of Q3 2023.
  • Johnson Midwest Financial left its Vanguard FTSE Developed Markets ETF share count unchanged in Q3 2023.
  • Vanguard FTSE Developed Markets ETF made up 0.23% of Johnson Midwest Financial's portfolio in Q3 2023, its #50 holding.
  • Johnson Midwest Financial first reported a position in Vanguard FTSE Developed Markets ETF in Q3 2022 and has held it in 5 quarters since.
  • Johnson Midwest Financial's Vanguard FTSE Developed Markets ETF position peaked at $110K in Q2 2023.
  • 1,931 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2023.

Based on Johnson Midwest Financial's 13F filing for Q3 2023, filed 7 Nov 2023.