Paracle Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Paracle Advisors’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
2021 Q1	$26.5M	Buy	540,562 +32,323	+6%	+$1.58M	4.82%	6
2020 Q4	$24M	Buy	508,239 +14,815	+3%	+$652K	4.58%	7
2020 Q3	$20.2M	Buy	493,424 +12,788	+3%	+$525K	4.36%	7
2020 Q2	$18.6M	Buy	480,636 +32,717	+7%	+$1.19M	4.34%	7
2020 Q1	$14.9M	Sell	447,919 -69,359	-13%	-$2.78M	4.04%	8
2019 Q4	$22.8M	Buy	517,278 +7,397	+1%	+$315K	5.31%	7
2019 Q3	$20.9M	Buy	509,881 +26,948	+6%	+$1.1M	5.07%	9
2019 Q2	$20.1M	Buy	482,933 +21,195	+5%	+$874K	4.97%	9
2019 Q1	$18.9M	Buy	461,738 +3,921	+0.9%	+$157K	4.91%	9
2018 Q4	$17M	Sell	457,817 -33,253	-7%	-$1.32M	4.94%	9
2018 Q3	$21.2M	Buy	491,070 +18,887	+4%	+$814K	6.28%	6
2018 Q2	$20.3M	Buy	472,183 +8,226	+2%	+$367K	6.3%	7
2018 Q1	$20.5M	Buy	463,957 +17,849	+4%	+$810K	6.57%	7
2017 Q4	$20M	Buy	446,108 +9,405	+2%	+$416K	6.59%	7
2017 Q3	$19M	Buy	436,703 +17,476	+4%	+$741K	6.51%	6
2017 Q2	$17.3M	Buy	419,227 +23,471	+6%	+$957K	6.57%	6
2017 Q1	$15.6M	Buy	395,756 +97,896	+33%	+$3.75M	5.99%	6
2016 Q4	$10.9M	Buy	297,860 +122,093	+69%	+$4.45M	4.37%	9
2016 Q3	$6.58M	Buy	175,767 +63,402	+56%	+$2.33M	3.05%	10
2016 Q2	$3.97M	Buy	112,365 +62,917	+127%	+$2.27M	2.09%	13
2016 Q1	$1.77M	Buy	49,448 +38,933	+370%	+$1.34M	0.95%	20
2015 Q4	$386K	Hold	10,515	–	–	0.22%	33
2015 Q3	$374K	Buy	+10,515	New	+$404K	0.22%	31

Other funds holding VEA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $374B AUM 17.66% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Paracle Advisors's VEA Position: Q1 2021 in Review

Paracle Advisors increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 6.4% in Q1 2021, buying an estimated $1.58M and bringing the position to 540,562 shares worth $26.5M. The position accounts for 4.82% of the portfolio, ranked #6.

Paracle Advisors first reported a position in VEA in Q3 2015 and has held it in 23 quarters since. 1,514 funds tracked by Wall St. Rank hold VEA as of Q1 2021.

Paracle Advisors held 540,562 shares of Vanguard FTSE Developed Markets ETF worth $26.5M as of Q1 2021.
Paracle Advisors bought 32,323 Vanguard FTSE Developed Markets ETF shares in Q1 2021, an estimated $1.58M.
Vanguard FTSE Developed Markets ETF made up 4.82% of Paracle Advisors's portfolio in Q1 2021, its #6 holding.
Paracle Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q3 2015 and has held it in 23 quarters since.
1,514 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2021.

Based on Paracle Advisors's 13F filing for Q1 2021, filed 13 May 2021.