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LWMG LLC’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

LWMG LLC’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
Q3 		$66M Buy
1,249,080
+52,884
+4% +$2.69M 12.54% 2
2024
Q2 		$59.1M Buy
1,196,196
+84,206
+8% +$4.19M 12.47% 2
2024
Q1 		$55.8M Buy
1,111,990
+40,812
+4% +$1.97M 12.88% 2
2023
Q4 		$51.3M Buy
1,071,178
+21,859
+2% +$979K 12.6% 2
2023
Q3 		$45.9M Sell
1,049,319
-39,772
-4% -$1.82M 12.58% 2
2023
Q2 		$50.3M Sell
1,089,091
-29,530
-3% -$1.36M 14.08% 2
2023
Q1 		$50.5M Buy
1,118,621
+117,389
+12% +$5.23M 15.82% 2
2022
Q4 		$42M Buy
+1,001,232
New +$40.6M 15.08% 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
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

LWMG LLC's VEA Position: Q3 2024 in Review

LWMG LLC increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 4.4% in Q3 2024, buying an estimated $2.69M and bringing the position to 1,249,080 shares worth $66M. The position accounts for 12.54% of the portfolio, ranked #2.

LWMG LLC first reported a position in VEA in Q4 2022 and has held it in 8 quarters since. 2,205 funds tracked by Wall St. Rank hold VEA as of Q3 2024.

  • LWMG LLC held 1,249,080 shares of Vanguard FTSE Developed Markets ETF worth $66M as of Q3 2024.
  • LWMG LLC bought 52,884 Vanguard FTSE Developed Markets ETF shares in Q3 2024, an estimated $2.69M.
  • Vanguard FTSE Developed Markets ETF made up 12.54% of LWMG LLC's portfolio in Q3 2024, its #2 holding.
  • LWMG LLC first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2022 and has held it in 8 quarters since.
  • 2,205 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2024.

Based on LWMG LLC's 13F filing for Q3 2024, filed 4 Oct 2024.