Regis Acquisition’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Regis Acquisition’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	$7.08M	Buy	143,286 +3,855	+3%	+$192K	4.32%	6
2024 Q1	$7M	Buy	139,431 +27,628	+25%	+$1.33M	4.26%	7
2023 Q4	$5.36M	Sell	111,803 -197,998	-64%	-$8.86M	2.05%	11
2023 Q3	$13.5M	Buy	309,801 +189,919	+158%	+$8.69M	5.72%	4
2023 Q2	$5.54M	Buy	119,882 +26,595	+29%	+$1.22M	2.3%	11
2023 Q1	$4.21M	Buy	+93,287	New	+$4.16M	2%	12

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

Regis Acquisition's VEA Position: Q2 2024 in Review

Regis Acquisition increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 2.8% in Q2 2024, buying an estimated $192K and bringing the position to 143,286 shares worth $7.08M. The position accounts for 4.32% of the portfolio, ranked #6.

Regis Acquisition first reported a position in VEA in Q1 2023 and has held it in 6 quarters since. The position peaked at $13.5M in Q3 2023. 2,157 funds tracked by Wall St. Rank hold VEA as of Q2 2024.

Regis Acquisition held 143,286 shares of Vanguard FTSE Developed Markets ETF worth $7.08M as of Q2 2024.
Regis Acquisition bought 3,855 Vanguard FTSE Developed Markets ETF shares in Q2 2024, an estimated $192K.
Vanguard FTSE Developed Markets ETF made up 4.32% of Regis Acquisition's portfolio in Q2 2024, its #6 holding.
Regis Acquisition first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2023 and has held it in 6 quarters since.
Regis Acquisition's Vanguard FTSE Developed Markets ETF position peaked at $13.5M in Q3 2023.
2,157 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2024.

Based on Regis Acquisition's 13F filing for Q2 2024, filed 14 Aug 2024.