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Meitav Investment House’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Meitav Investment House’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 		– Sell
-3,218
Closed -$148K – 507
2023
Q2 		$148K Buy
+3,218
New +$148K ﹤0.01% 367

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

Meitav Investment House's VEA Position: Q3 2023 in Review

Meitav Investment House sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q3 2023, closing a stake of 3,218 shares — an estimated $148K sold.

Meitav Investment House first reported a position in VEA in Q2 2023 and held it in 1 quarter. The position peaked at $148K in Q2 2023. 1,932 funds tracked by Wall St. Rank hold VEA as of Q3 2023.

  • Meitav Investment House reported no remaining Vanguard FTSE Developed Markets ETF position as of Q3 2023 after selling out during the quarter.
  • Meitav Investment House sold 3,218 Vanguard FTSE Developed Markets ETF shares in Q3 2023, an estimated $148K.
  • Meitav Investment House first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2023 and held it in 1 quarter.
  • Meitav Investment House's Vanguard FTSE Developed Markets ETF position peaked at $148K in Q2 2023.
  • 1,932 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2023.

Based on Meitav Investment House's 13F filing for Q3 2023, filed 30 Oct 2023.