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Middleton & Co’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Middleton & Co’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
2022
Q2 		– Sell
-12,831
Closed -$616K – 163
2022
Q1 		$616K Sell
12,831
-13,085
-50% -$637K 0.07% 113
2021
Q4 		$1.32M Hold
25,916
– – 0.13% 97
2021
Q3 		$1.31M Buy
25,916
+197
+0.8% +$10.2K 0.14% 93
2021
Q2 		$1.32M Buy
25,719
+10,458
+69% +$540K 0.14% 91
2021
Q1 		$749K Buy
+15,261
New +$746K 0.08% 102

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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Middleton & Co's VEA Position: Q2 2022 in Review

Middleton & Co sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q2 2022, closing a stake of 12,831 shares — an estimated $616K sold.

Middleton & Co first reported a position in VEA in Q1 2021 and held it in 5 quarters. The position peaked at $1.32M in Q2 2021. 1,765 funds tracked by Wall St. Rank hold VEA as of Q2 2022.

  • Middleton & Co reported no remaining Vanguard FTSE Developed Markets ETF position as of Q2 2022 after selling out during the quarter.
  • Middleton & Co sold 12,831 Vanguard FTSE Developed Markets ETF shares in Q2 2022, an estimated $616K.
  • Middleton & Co first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2021 and held it in 5 quarters.
  • Middleton & Co's Vanguard FTSE Developed Markets ETF position peaked at $1.32M in Q2 2021.
  • 1,765 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2022.

Based on Middleton & Co's 13F filing for Q2 2022, filed 21 Jul 2022.