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

Peninsula Wealth’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 		$7.43M Sell
155,325
-6,508
-4% -$327K 1.27% 15
2024
Q3 		$8.34M Sell
161,833
-26,023
-14% -$1.32M 1.46% 16
2024
Q2 		$9.67M Sell
187,856
-240,354
-56% -$12M 1.81% 13
2024
Q1 		$21.5M Sell
428,210
-163,059
-28% -$7.87M 4.29% 7
2023
Q4 		$28.3M Sell
591,269
-127,200
-18% -$5.69M 5.84% 5
2023
Q3 		$30.3M Sell
718,469
-5,840
-0.8% -$267K 7.1% 5
2023
Q2 		$33.4M Buy
724,309
+6,604
+0.9% +$304K 8.74% 4
2023
Q1 		$32.4M Buy
717,705
+2,801
+0.4% +$125K 9.36% 4
2022
Q4 		$30M Sell
714,904
-6,698
-0.9% -$271K 9.44% 4
2022
Q3 		$26.2M Sell
721,602
-7,744
-1% -$316K 9.26% 3
2022
Q2 		$29.8M Buy
729,346
+1,968
+0.3% +$87.5K 10.07% 3
2022
Q1 		$34.9M Buy
727,378
+6,485
+0.9% +$316K 9.95% 3
2021
Q4 		$36.8M Buy
720,893
+40,660
+6% +$2.09M 9.9% 3
2021
Q3 		$34.3M Buy
680,233
+10,373
+2% +$540K 10.9% 3
2021
Q2 		$34.5M Buy
669,860
+52,474
+8% +$2.71M 11.3% 3
2021
Q1 		$30.3M Buy
617,386
+9,319
+2% +$455K 10.86% 3
2020
Q4 		$28.7M Buy
608,067
+61,735
+11% +$2.72M 10.77% 3
2020
Q3 		$22.3M Buy
546,332
+6,443
+1% +$264K 9.57% 3
2020
Q2 		$20.9M Sell
539,889
-125,114
-19% -$4.57M 9.76% 3
2020
Q1 		$22.2M Sell
665,003
-113,827
-15% -$4.57M 12.41% 3
2019
Q4 		$34.3M Sell
778,830
-99,135
-11% -$4.23M 15.88% 3
2019
Q3 		$36.1M Buy
877,965
+9,281
+1% +$379K 18.02% 3
2019
Q2 		$36.2M Buy
868,684
+46,949
+6% +$1.94M 18.6% 3
2019
Q1 		$33.6M Buy
821,735
+145,827
+22% +$5.83M 18.55% 3
2018
Q4 		$25.1M Sell
675,908
-175,320
-21% -$6.94M 15.62% 3
2018
Q3 		$36.8M Buy
851,228
+6,781
+0.8% +$292K 19.86% 3
2018
Q2 		$36.2M Buy
844,447
+12,446
+1% +$555K 21.29% 3
2018
Q1 		$36.8M Buy
+832,001
New +$37.8M 21.95% 3

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Peninsula Wealth's VEA Position: Q4 2024 in Review

Peninsula Wealth reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 4% in Q4 2024, selling an estimated $327K and leaving 155,325 shares worth $7.43M. The position accounts for 1.27% of the portfolio, ranked #15.

Peninsula Wealth first reported a position in VEA in Q1 2018 and has held it in 28 quarters since. The position peaked at $36.8M in Q3 2018. 2,402 funds tracked by Wall St. Rank hold VEA as of Q4 2024.

  • Peninsula Wealth held 155,325 shares of Vanguard FTSE Developed Markets ETF worth $7.43M as of Q4 2024.
  • Peninsula Wealth sold 6,508 Vanguard FTSE Developed Markets ETF shares in Q4 2024, an estimated $327K.
  • Vanguard FTSE Developed Markets ETF made up 1.27% of Peninsula Wealth's portfolio in Q4 2024, its #15 holding.
  • Peninsula Wealth first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2018 and has held it in 28 quarters since.
  • Peninsula Wealth's Vanguard FTSE Developed Markets ETF position peaked at $36.8M in Q3 2018.
  • 2,402 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2024.

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