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Private Ocean’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Private Ocean’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
Q2 		$11.8M Buy
237,900
+103,255
+77% +$5.14M 1.04% 19
2024
Q1 		$6.76M Sell
134,645
-31,938
-19% -$1.54M 0.72% 25
2023
Q4 		$7.98M Buy
166,583
+72,101
+76% +$3.23M 0.79% 24
2023
Q3 		$4.13M Sell
94,482
-519
-0.5% -$23.8K 0.52% 29
2023
Q2 		$4.39M Buy
95,001
+2,460
+3% +$113K 0.56% 30
2023
Q1 		$4.18M Sell
92,541
-1,236
-1% -$55.1K 0.56% 27
2022
Q4 		$3.94M Buy
93,777
+13,820
+17% +$560K 0.49% 24
2022
Q3 		$2.91M Sell
79,957
-188
-0.2% -$7.66K 0.46% 24
2022
Q2 		$3.27M Sell
80,145
-515
-0.6% -$22.9K 0.5% 23
2022
Q1 		$3.87M Sell
80,660
-111
-0.1% -$5.4K 0.48% 22
2021
Q4 		$4.12M Sell
80,771
-5,467
-6% -$281K 0.48% 22
2021
Q3 		$4.35M Sell
86,238
-451
-0.5% -$23.5K 0.53% 21
2021
Q2 		$4.47M Buy
86,689
+372
+0.4% +$19.2K 0.59% 20
2021
Q1 		$4.24M Sell
86,317
-2,097
-2% -$102K 0.75% 19
2020
Q4 		$4.17M Sell
88,414
-9,078
-9% -$399K 0.84% 18
2020
Q3 		$3.99M Buy
97,492
+854
+0.9% +$35K 0.93% 17
2020
Q2 		$3.75M Sell
96,638
-2,752
-3% -$100K 0.92% 17
2020
Q1 		$3.31M Buy
99,390
+1,791
+2% +$71.9K 0.91% 16
2019
Q4 		$4.3M Sell
97,599
-4,815
-5% -$205K 1.04% 13
2019
Q3 		$4.21M Buy
102,414
+2,964
+3% +$121K 1.05% 14
2019
Q2 		$4.15M Buy
99,450
+578
+0.6% +$23.8K 1.11% 13
2019
Q1 		$4.04M Sell
98,872
-1,066
-1% -$42.6K 1.1% 12
2018
Q4 		$3.71M Buy
+99,938
New +$3.96M 1.05% 19
2018
Q3 		– Sell
-825
Closed -$35K – 370
2018
Q2 		$35K Sell
825
-143
-15% -$6.38K 0.02% 199
2018
Q1 		$42K Buy
+968
New +$43.9K 0.02% 192

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Private Ocean's VEA Position: Q2 2024 in Review

Private Ocean increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 77% in Q2 2024, buying an estimated $5.14M and bringing the position to 237,900 shares worth $11.8M. The position accounts for 1.04% of the portfolio, ranked #19.

Private Ocean first reported a position in VEA in Q1 2018 and has held it in 25 quarters since. 2,157 funds tracked by Wall St. Rank hold VEA as of Q2 2024.

  • Private Ocean held 237,900 shares of Vanguard FTSE Developed Markets ETF worth $11.8M as of Q2 2024.
  • Private Ocean bought 103,255 Vanguard FTSE Developed Markets ETF shares in Q2 2024, an estimated $5.14M.
  • Vanguard FTSE Developed Markets ETF made up 1.04% of Private Ocean's portfolio in Q2 2024, its #19 holding.
  • Private Ocean first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2018 and has held it in 25 quarters since.
  • 2,157 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2024.

Based on Private Ocean's 13F filing for Q2 2024, filed 30 Jul 2024.