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

Merriman 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
2024
Q4 		$1.28M Buy
26,723
+3,608
+16% +$181K 0.05% 76
2024
Q3 		$1.22M Buy
23,115
+4
+0% +$203 0.05% 94
2024
Q2 		$1.14M Sell
23,111
-237
-1% -$11.8K 0.05% 91
2024
Q1 		$1.17M Buy
23,348
+25
+0.1% +$1.21K 0.05% 86
2023
Q4 		$1.12M Sell
23,323
-96
-0.4% -$4.3K 0.05% 87
2023
Q3 		$1.02M Sell
23,419
-138,221
-86% -$6.33M 0.05% 78
2023
Q2 		$7.46M Buy
161,640
+1,854
+1% +$85.3K 0.37% 33
2023
Q1 		$7.22M Sell
159,786
-110,489
-41% -$4.92M 0.37% 34
2022
Q4 		$11.3M Buy
270,275
+237,948
+736% +$9.64M 0.58% 24
2022
Q3 		$1.18M Sell
32,327
-170
-0.5% -$6.93K 0.08% 54
2022
Q2 		$1.33M Sell
32,497
-1,906
-6% -$84.7K 0.09% 50
2022
Q1 		$1.65M Sell
34,403
-115,074
-77% -$5.6M 0.14% 58
2021
Q4 		$7.63M Buy
149,477
+115,086
+335% +$5.91M 0.56% 32
2021
Q3 		$1.74M Sell
34,391
-186
-0.5% -$9.67K 0.14% 77
2021
Q2 		$1.78M Sell
34,577
-297
-0.9% -$15.3K 0.15% 87
2021
Q1 		$1.71M Sell
34,874
-408
-1% -$19.9K 0.2% 75
2020
Q4 		$1.67M Sell
35,282
-1,198
-3% -$52.7K 0.18% 84
2020
Q3 		$1.49M Sell
36,480
-3,496
-9% -$143K 0.22% 64
2020
Q2 		$1.55M Sell
39,976
-164,366
-80% -$6M 0.25% 64
2020
Q1 		$6.81M Sell
204,342
-1,862
-0.9% -$74.7K 1.48% 16
2019
Q4 		$9.09M Sell
206,204
-7,951
-4% -$339K 1.75% 10
2019
Q3 		$8.8M Sell
214,155
-12,313
-5% -$503K 1.78% 11
2019
Q2 		$9.49M Sell
226,468
-4,487
-2% -$185K 1.83% 10
2019
Q1 		$9.44M Sell
230,955
-12,163
-5% -$486K 1.79% 9
2018
Q4 		$9.21M Buy
243,118
+232,763
+2,248% +$9.22M 1.99% 10
2018
Q3 		$448K Sell
10,355
-21,177
-67% -$913K 0.1% 117
2018
Q2 		$1.35M Buy
31,532
+4,225
+15% +$188K 0.31% 59
2018
Q1 		$1.21M Buy
+27,307
New +$1.24M 0.32% 68
2016
Q4 		– Sell
-9,473
Closed -$354K – 174
2016
Q3 		$354K Buy
+9,473
New +$348K 0.07% 113
2015
Q4 		– Sell
-31,021
Closed -$1.11M – 54
2015
Q3 		$1.11M Buy
+31,021
New +$1.19M 0.62% 21
2014
Q1 		– Sell
-165,535
Closed -$6.9M – 95
2013
Q4 		$6.9M Sell
165,535
-3,854
-2% -$156K 2.93% 17
2013
Q3 		$6.7M Buy
+169,389
New +$6.45M 3.5% 14

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Merriman Wealth Management's VEA Position: Q4 2024 in Review

Merriman Wealth Management increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 16% in Q4 2024, buying an estimated $181K and bringing the position to 26,723 shares worth $1.28M. The position accounts for 0.05% of the portfolio, ranked #76.

Merriman Wealth Management first reported a position in VEA in Q3 2013 and has held it in 32 quarters since. The position peaked at $11.3M in Q4 2022. 2,405 funds tracked by Wall St. Rank hold VEA as of Q4 2024.

  • Merriman Wealth Management held 26,723 shares of Vanguard FTSE Developed Markets ETF worth $1.28M as of Q4 2024.
  • Merriman Wealth Management bought 3,608 Vanguard FTSE Developed Markets ETF shares in Q4 2024, an estimated $181K.
  • Vanguard FTSE Developed Markets ETF made up 0.05% of Merriman Wealth Management's portfolio in Q4 2024, its #76 holding.
  • Merriman Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q3 2013 and has held it in 32 quarters since.
  • Merriman Wealth Management's Vanguard FTSE Developed Markets ETF position peaked at $11.3M in Q4 2022.
  • 2,405 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.