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Peterson Financial Group’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Peterson Financial Group’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
Q3 		$77.2K Buy
+1,463
New +$74.4K 0.3% 65
2022
Q4 		– Sell
-8,958
Closed -$326K – 77
2022
Q3 		$326K Buy
8,958
+206
+2% +$8.39K 0.32% 61
2022
Q2 		$357K Sell
8,752
-50
-0.6% -$2.22K 0.34% 62
2022
Q1 		$423K Sell
8,802
-336
-4% -$16.4K 0.35% 63
2021
Q4 		$467K Buy
+9,138
New +$469K 0.38% 63

Other funds holding VEA

Bank of America
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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
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
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Peterson Financial Group's VEA Position: Q3 2024 in Review

Peterson Financial Group opened a new position in Vanguard FTSE Developed Markets ETF (VEA) in Q3 2024: 1,463 shares worth $77.2K. The stake represents 0.3% of the portfolio and ranks #65 among its holdings. This is a return to the name: Peterson Financial Group previously reported a position in VEA as recently as Q3 2022.

Peterson Financial Group first reported a position in VEA in Q4 2021 and has held it in 5 quarters since. The position peaked at $467K in Q4 2021. 2,206 funds tracked by Wall St. Rank hold VEA as of Q3 2024.

  • Peterson Financial Group held 1,463 shares of Vanguard FTSE Developed Markets ETF worth $77.2K as of Q3 2024.
  • Vanguard FTSE Developed Markets ETF was a new Peterson Financial Group position in Q3 2024.
  • Vanguard FTSE Developed Markets ETF made up 0.3% of Peterson Financial Group's portfolio in Q3 2024, its #65 holding.
  • Peterson Financial Group first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2021 and has held it in 5 quarters since.
  • Peterson Financial Group's Vanguard FTSE Developed Markets ETF position peaked at $467K in Q4 2021.
  • 2,206 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.