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

Madison 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
2023 Q3	$5.64M	Sell	128,916 -2,337	-2%	-$107K	1.18%	24
2023 Q2	$6.06M	Sell	131,253 -1,613	-1%	-$74.2K	1.23%	24
2023 Q1	$6M	Buy	132,866 +332	+0.3%	+$14.8K	1.3%	23
2022 Q4	$5.56M	Buy	132,534 +7,712	+6%	+$312K	1.27%	23
2022 Q3	$4.54M	Buy	124,822 +32,973	+36%	+$1.34M	1.11%	24
2022 Q2	$3.75M	Sell	91,849 -9,320	-9%	-$414K	0.91%	36
2022 Q1	$4.86M	Sell	101,169 -14,357	-12%	-$699K	1.02%	26
2021 Q4	$5.9M	Buy	115,526 +25,402	+28%	+$1.3M	1.18%	23
2021 Q3	$4.55M	Buy	90,124 +611	+0.7%	+$31.8K	0.99%	26
2021 Q2	$4.61M	Sell	89,513 -5,008	-5%	-$259K	1.02%	26
2021 Q1	$4.64M	Buy	94,521 +3,087	+3%	+$151K	1.14%	24
2020 Q4	$4.32M	Sell	91,434 -151	-0.2%	-$6.64K	1.14%	22
2020 Q3	$3.75M	Buy	91,585 +333	+0.4%	+$13.7K	1.12%	24
2020 Q2	$3.54M	Buy	91,252 +10,367	+13%	+$379K	1.16%	26
2020 Q1	$2.7M	Buy	+80,885	New	+$3.25M	1.08%	28

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

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Madison Wealth Management's VEA Position: Q3 2023 in Review

Madison Wealth Management reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 1.8% in Q3 2023, selling an estimated $107K and leaving 128,916 shares worth $5.64M. The position accounts for 1.18% of the portfolio, ranked #24.

Madison Wealth Management first reported a position in VEA in Q1 2020 and has held it in 15 quarters since. The position peaked at $6.06M in Q2 2023. 1,932 funds tracked by Wall St. Rank hold VEA as of Q3 2023.

Madison Wealth Management held 128,916 shares of Vanguard FTSE Developed Markets ETF worth $5.64M as of Q3 2023.
Madison Wealth Management sold 2,337 Vanguard FTSE Developed Markets ETF shares in Q3 2023, an estimated $107K.
Vanguard FTSE Developed Markets ETF made up 1.18% of Madison Wealth Management's portfolio in Q3 2023, its #24 holding.
Madison Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2020 and has held it in 15 quarters since.
Madison Wealth Management's Vanguard FTSE Developed Markets ETF position peaked at $6.06M in Q2 2023.
1,932 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2023.

Based on Madison Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.