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

Nauset 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
2022
Q1 		$3.82M Buy
79,480
+27,573
+53% +$1.34M 3.04% 11
2021
Q4 		$2.65M Buy
+51,907
New +$2.67M 2.53% 12

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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Nauset Wealth Management's VEA Position: Q1 2022 in Review

Nauset Wealth Management increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 53% in Q1 2022, buying an estimated $1.34M and bringing the position to 79,480 shares worth $3.82M. The position accounts for 3.04% of the portfolio, ranked #11.

Nauset Wealth Management first reported a position in VEA in Q4 2021 and has held it in 2 quarters since. 1,821 funds tracked by Wall St. Rank hold VEA as of Q1 2022.

  • Nauset Wealth Management held 79,480 shares of Vanguard FTSE Developed Markets ETF worth $3.82M as of Q1 2022.
  • Nauset Wealth Management bought 27,573 Vanguard FTSE Developed Markets ETF shares in Q1 2022, an estimated $1.34M.
  • Vanguard FTSE Developed Markets ETF made up 3.04% of Nauset Wealth Management's portfolio in Q1 2022, its #11 holding.
  • Nauset Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2021 and has held it in 2 quarters since.
  • 1,821 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2022.

Based on Nauset Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.