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Resource Planning Group’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Resource Planning 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
2023
Q4 		$7.78M Buy
171,732
+29,411
+21% +$1.32M 4.95% 4
2023
Q3 		$5.82M Sell
142,321
-770
-0.5% -$35.2K 4.93% 8
2023
Q2 		$6.18M Sell
143,091
-17,407
-11% -$801K 5.01% 7
2023
Q1 		$6.83M Sell
160,498
-6,821
-4% -$304K 5.55% 5
2022
Q4 		$6.64M Buy
167,319
+29,475
+21% +$1.19M 5.32% 5
2022
Q3 		$4.68M Sell
137,844
-6,598
-5% -$269K 4.07% 8
2022
Q2 		$5.52M Sell
144,442
-6,404
-4% -$285K 4.59% 8
2022
Q1 		$6.8M Buy
150,846
+2,654
+2% +$129K 4.89% 7
2021
Q4 		$7.1M Buy
148,192
+1,975
+1% +$101K 4.76% 7
2021
Q3 		$6.92M Buy
146,217
+16,686
+13% +$868K 4.35% 7
2021
Q2 		$6.2M Sell
129,531
-3,160
-2% -$163K 3.59% 8
2021
Q1 		$6.06M Buy
132,691
+3,069
+2% +$150K 3.97% 8
2020
Q4 		$5.68M Sell
129,622
-5,325
-4% -$234K 4.04% 8
2020
Q3 		$5.14M Buy
134,947
+16,938
+14% +$695K 3.9% 8
2020
Q2 		$4.22M Buy
118,009
+35,928
+44% +$1.31M 3.16% 9
2020
Q1 		$2.43M Sell
82,081
-34,532
-30% -$1.39M 2.11% 10
2019
Q4 		$4.73M Buy
116,613
+6,096
+6% +$260K 2.71% 10
2019
Q3 		$4.54M Buy
110,517
+4,753
+4% +$194K 2.66% 11
2019
Q2 		$4.41M Buy
105,764
+9,627
+10% +$397K 2.59% 11
2019
Q1 		$3.93M Buy
96,137
+1,411
+1% +$56.4K 2.6% 11
2018
Q4 		$3.51M Buy
94,726
+20,125
+27% +$797K 2.62% 9
2018
Q3 		$3.23M Buy
+74,601
New +$3.22M 2.52% 10

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

Resource Planning Group's VEA Position: Q4 2023 in Review

Resource Planning Group increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 21% in Q4 2023, buying an estimated $1.32M and bringing the position to 171,732 shares worth $7.78M. The position accounts for 4.95% of the portfolio, ranked #4.

Resource Planning Group first reported a position in VEA in Q3 2018 and has held it in 22 quarters since. 2,121 funds tracked by Wall St. Rank hold VEA as of Q4 2023.

  • Resource Planning Group held 171,732 shares of Vanguard FTSE Developed Markets ETF worth $7.78M as of Q4 2023.
  • Resource Planning Group bought 29,411 Vanguard FTSE Developed Markets ETF shares in Q4 2023, an estimated $1.32M.
  • Vanguard FTSE Developed Markets ETF made up 4.95% of Resource Planning Group's portfolio in Q4 2023, its #4 holding.
  • Resource Planning Group first reported a position in Vanguard FTSE Developed Markets ETF in Q3 2018 and has held it in 22 quarters since.
  • 2,121 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2023.

Based on Resource Planning Group's 13F filing for Q4 2023, filed 10 Jan 2024.