Mesirow Financial Investment Management - Fixed Income’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Mesirow Financial Investment Management - Fixed Income’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	$7.65M	Hold	160,036	–	–	7.78%	4
2024 Q3	$8.45M	Hold	160,036	–	–	8.43%	4
2024 Q2	$7.91M	Hold	160,036	–	–	6.8%	4
2024 Q1	$8.03M	Hold	160,036	–	–	10.62%	2
2023 Q4	$7.67M	Hold	160,036	–	–	11.46%	2
2023 Q3	$7M	Hold	160,036	–	–	7.9%	3
2023 Q2	$7.39M	Hold	160,036	–	–	11.95%	2
2023 Q1	$7.23M	Buy	160,036 +2,661	+2%	+$119K	5.35%	4
2022 Q4	$6.61M	Hold	157,375	–	–	10.37%	3
2022 Q3	$5.72M	Hold	157,375	–	–	10.33%	3
2022 Q2	$6.42M	Hold	157,375	–	–	0.82%	64
2022 Q1	$7.56M	Hold	157,375	–	–	0.84%	62
2021 Q4	$8.04M	Hold	157,375	–	–	0.89%	59
2021 Q3	$7.95M	Hold	157,375	–	–	0.92%	59
2021 Q2	$8.11M	Buy	157,375 +109,175	+227%	+$5.64M	0.91%	65
2021 Q1	$2.37M	Hold	48,200	–	–	0.27%	97
2020 Q4	$2.28M	Hold	48,200	–	–	0.3%	92
2020 Q3	$1.97M	Hold	48,200	–	–	0.33%	90
2020 Q2	$1.87M	Buy	+48,200	New	+$1.76M	0.34%	85

Other funds holding VEA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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 $424B AUM 22.96% 1-Year Est. Return

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

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

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

Mesirow Financial Investment Management - Fixed Income's VEA Position: Q4 2024 in Review

Mesirow Financial Investment Management - Fixed Income held its Vanguard FTSE Developed Markets ETF (VEA) position steady in Q4 2024 at 160,036 shares worth $7.65M. The position accounts for 7.78% of the portfolio, ranked #4.

Mesirow Financial Investment Management - Fixed Income first reported a position in VEA in Q2 2020 and has held it in 19 quarters since. The position peaked at $8.45M in Q3 2024. 2,403 funds tracked by Wall St. Rank hold VEA as of Q4 2024.

Mesirow Financial Investment Management - Fixed Income held 160,036 shares of Vanguard FTSE Developed Markets ETF worth $7.65M as of Q4 2024.
Mesirow Financial Investment Management - Fixed Income left its Vanguard FTSE Developed Markets ETF share count unchanged in Q4 2024.
Vanguard FTSE Developed Markets ETF made up 7.78% of Mesirow Financial Investment Management - Fixed Income's portfolio in Q4 2024, its #4 holding.
Mesirow Financial Investment Management - Fixed Income first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2020 and has held it in 19 quarters since.
Mesirow Financial Investment Management - Fixed Income's Vanguard FTSE Developed Markets ETF position peaked at $8.45M in Q3 2024.
2,403 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2024.

Based on Mesirow Financial Investment Management - Fixed Income's 13F filing for Q4 2024, filed 13 Feb 2025.