Mangham Associates’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Mangham Associates’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	$393K	Buy	9,122 +54	+0.6%	+$2.47K	0.73%	12
2023 Q2	$419K	Buy	9,068 +86	+1%	+$3.96K	0.71%	14
2023 Q1	$406K	Sell	8,982 -272	-3%	-$12.1K	0.64%	13
2022 Q4	$388K	Buy	9,254 +106	+1%	+$4.29K	0.56%	14
2022 Q3	$333K	Buy	9,148 +30	+0.3%	+$1.22K	0.39%	13
2022 Q2	$372K	Buy	+9,118	New	+$405K	0.4%	11
2019 Q4	–	Sell	-39,243	Closed	-$1.61M	–	4
2019 Q3	$1.61M	Buy	39,243 +25,512	+186%	+$1.04M	1.2%	3
2019 Q2	$573K	Sell	13,731 -4,592	-25%	-$189K	0.41%	5
2019 Q1	$749K	Buy	+18,323	New	+$732K	0.56%	4
2018 Q2	–	Sell	-1,043	Closed	-$47K	–	5
2018 Q1	$47K	Sell	1,043 -20,361	-95%	-$924K	0.04%	6
2017 Q4	$961K	Buy	+21,404	New	+$946K	0.83%	4

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

Mangham Associates's VEA Position: Q3 2023 in Review

Mangham Associates increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 0.6% in Q3 2023, buying an estimated $2.47K and bringing the position to 9,122 shares worth $393K. The position accounts for 0.73% of the portfolio, ranked #12.

Mangham Associates first reported a position in VEA in Q4 2017 and has held it in 11 quarters since. The position peaked at $1.61M in Q3 2019. 1,932 funds tracked by Wall St. Rank hold VEA as of Q3 2023.

Mangham Associates held 9,122 shares of Vanguard FTSE Developed Markets ETF worth $393K as of Q3 2023.
Mangham Associates bought 54 Vanguard FTSE Developed Markets ETF shares in Q3 2023, an estimated $2.47K.
Vanguard FTSE Developed Markets ETF made up 0.73% of Mangham Associates's portfolio in Q3 2023, its #12 holding.
Mangham Associates first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2017 and has held it in 11 quarters since.
Mangham Associates's Vanguard FTSE Developed Markets ETF position peaked at $1.61M in Q3 2019.
1,932 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2023.

Based on Mangham Associates's 13F filing for Q3 2023, filed 16 Oct 2023.