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

Ratio Wealth 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 Q1	$20.2M	Buy	402,167 +29,113	+8%	+$1.41M	3.76%	10
2023 Q4	$17.9M	Buy	373,054 +367,068	+6,132%	+$16.4M	3.87%	9
2023 Q3	$262K	Hold	5,986	–	–	0.07%	61
2023 Q2	$276K	Buy	+5,986	New	+$275K	0.07%	57
2022 Q1	–	Sell	-4,074	Closed	-$208K	–	63
2021 Q4	$208K	Buy	4,074 +1	+0%	+$51	0.06%	52
2021 Q3	$206K	Buy	+4,073	New	+$212K	0.07%	58

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Ratio Wealth Group's VEA Position: Q1 2024 in Review

Ratio Wealth Group increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 7.8% in Q1 2024, buying an estimated $1.41M and bringing the position to 402,167 shares worth $20.2M. The position accounts for 3.76% of the portfolio, ranked #10.

Ratio Wealth Group first reported a position in VEA in Q3 2021 and has held it in 6 quarters since. 2,147 funds tracked by Wall St. Rank hold VEA as of Q1 2024.

Ratio Wealth Group held 402,167 shares of Vanguard FTSE Developed Markets ETF worth $20.2M as of Q1 2024.
Ratio Wealth Group bought 29,113 Vanguard FTSE Developed Markets ETF shares in Q1 2024, an estimated $1.41M.
Vanguard FTSE Developed Markets ETF made up 3.76% of Ratio Wealth Group's portfolio in Q1 2024, its #10 holding.
Ratio Wealth Group first reported a position in Vanguard FTSE Developed Markets ETF in Q3 2021 and has held it in 6 quarters since.
2,147 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2024.

Based on Ratio Wealth Group's 13F filing for Q1 2024, filed 13 May 2024.