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Lake Street Advisors Group’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Lake Street Advisors Group’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
Q4 		$93.4M Buy
1,953,606
+53,568
+3% +$2.69M 4.31% 5
2024
Q3 		$100M Sell
1,900,038
-21,962
-1% -$1.12M 4.63% 5
2024
Q2 		$95M Sell
1,922,000
-151,882
-7% -$7.56M 4.57% 3
2024
Q1 		$104M Sell
2,073,882
-122,081
-6% -$5.9M 4.86% 2
2023
Q4 		$105M Sell
2,195,963
-18,721
-0.8% -$838K 5.28% 1
2023
Q3 		$96.8M Sell
2,214,684
-2,518
-0.1% -$115K 5.75% 1
2023
Q2 		$102M Sell
2,217,202
-75,912
-3% -$3.49M 5.65% 1
2023
Q1 		$104M Buy
2,293,114
+74,282
+3% +$3.31M 6.4% 1
2022
Q4 		$93.1M Buy
2,218,832
+18,605
+0.8% +$754K 6.13% 1
2022
Q3 		$80M Buy
2,200,227
+28,770
+1% +$1.17M 5.8% 2
2022
Q2 		$88.6M Buy
2,171,457
+44,119
+2% +$1.96M 6.31% 2
2022
Q1 		$102M Buy
2,127,338
+205,378
+11% +$9.99M 6.51% 2
2021
Q4 		$98.1M Buy
+1,921,960
New +$98.7M 6.19% 2
2021
Q3 		– Sell
-1,633,618
Closed -$85.9M – 417
2021
Q2 		$85.9M Buy
1,633,618
+39,295
+2% +$2.03M 6.34% 3
2021
Q1 		$78.3M Sell
1,594,323
-55,527
-3% -$2.71M 6.37% 3
2020
Q4 		$77.9M Buy
1,649,850
+20,584
+1% +$905K 6.45% 3
2020
Q3 		$66.6M Sell
1,629,266
-82,990
-5% -$3.4M 6.29% 3
2020
Q2 		$66.4M Sell
1,712,256
-338,135
-16% -$12.3M 6.73% 3
2020
Q1 		$68.4M Buy
2,050,391
+234,663
+13% +$9.42M 8.5% 2
2019
Q4 		$80M Buy
1,815,728
+52,242
+3% +$2.23M 7.87% 2
2019
Q3 		$70.2M Buy
1,763,486
+100,274
+6% +$4.09M 7.61% 2
2019
Q2 		$69.4M Sell
1,663,212
-63,973
-4% -$2.64M 7.34% 4
2019
Q1 		$70.6M Buy
1,727,185
+6,522
+0.4% +$261K 7.41% 4
2018
Q4 		$63.8M Sell
1,720,663
-107,257
-6% -$4.25M 7.78% 4
2018
Q3 		$79.1M Sell
1,827,920
-30,509
-2% -$1.32M 8.76% 2
2018
Q2 		$79.7M Buy
1,858,429
+177,291
+11% +$7.9M 7.97% 2
2018
Q1 		$74.4M Buy
1,681,138
+67,347
+4% +$3.06M 8.35% 2
2017
Q4 		$72.4M Buy
+1,613,791
New +$71.3M 8.19% 3

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Lake Street Advisors Group's VEA Position: Q4 2024 in Review

Lake Street Advisors Group increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 2.8% in Q4 2024, buying an estimated $2.69M and bringing the position to 1,953,606 shares worth $93.4M. The position accounts for 4.31% of the portfolio, ranked #5.

Lake Street Advisors Group first reported a position in VEA in Q4 2017 and has held it in 28 quarters since. The position peaked at $105M in Q4 2023. 2,402 funds tracked by Wall St. Rank hold VEA as of Q4 2024.

  • Lake Street Advisors Group held 1,953,606 shares of Vanguard FTSE Developed Markets ETF worth $93.4M as of Q4 2024.
  • Lake Street Advisors Group bought 53,568 Vanguard FTSE Developed Markets ETF shares in Q4 2024, an estimated $2.69M.
  • Vanguard FTSE Developed Markets ETF made up 4.31% of Lake Street Advisors Group's portfolio in Q4 2024, its #5 holding.
  • Lake Street Advisors Group first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2017 and has held it in 28 quarters since.
  • Lake Street Advisors Group's Vanguard FTSE Developed Markets ETF position peaked at $105M in Q4 2023.
  • 2,402 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.