Sargent Bickham Lagudis’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Sargent Bickham Lagudis’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
2022 Q4	$52.3M	Buy	1,245,790 +323,176	+35%	+$13.1M	4.29%	4
2022 Q3	$33.5M	Buy	922,614 +8,954	+1%	+$365K	3%	5
2022 Q2	$37.3M	Buy	913,660 +44,946	+5%	+$2M	3.22%	4
2022 Q1	$41.7M	Buy	868,714 +109,238	+14%	+$5.32M	3.24%	5
2021 Q4	$38.8M	Buy	759,476 +15,624	+2%	+$802K	2.93%	7
2021 Q3	$37.6M	Buy	743,852 +37,386	+5%	+$1.94M	3.06%	6
2021 Q2	$36.4M	Buy	706,466 +47,594	+7%	+$2.46M	2.97%	6
2021 Q1	$32.4M	Buy	658,872 +43,196	+7%	+$2.11M	2.85%	6
2020 Q4	$29.1M	Buy	615,676 +66,646	+12%	+$2.93M	2.68%	7
2020 Q3	$22.5M	Sell	549,030 -2,386	-0.4%	-$97.9K	2.26%	9
2020 Q2	$21.4M	Sell	551,416 -59,541	-10%	-$2.17M	2.29%	8
2020 Q1	$20.4M	Sell	610,957 -137,779	-18%	-$5.53M	2.62%	7
2019 Q4	$33M	Sell	748,736 -2,190	-0.3%	-$93.4K	3.66%	6
2019 Q3	$30.8M	Sell	750,926 -153,173	-17%	-$6.26M	3.72%	6
2019 Q2	$37.7M	Buy	904,099 +14,663	+2%	+$604K	4.48%	4
2019 Q1	$36.4M	Sell	889,436 -5,330	-0.6%	-$213K	4.21%	3
2018 Q4	$33.2M	Sell	894,766 -48,818	-5%	-$1.93M	4.29%	3
2018 Q3	$40.8M	Buy	943,584 +59,873	+7%	+$2.58M	4.84%	3
2018 Q2	$37.9M	Buy	883,711 +64,291	+8%	+$2.87M	4.69%	3
2018 Q1	$36.3M	Buy	819,420 +79,413	+11%	+$3.6M	4.52%	3
2017 Q4	$33.2M	Buy	740,007 +15,190	+2%	+$671K	3.96%	3
2017 Q3	$31.5M	Sell	724,817 -70,350	-9%	-$2.98M	3.91%	3
2017 Q2	$32.9M	Buy	795,167 +201,333	+34%	+$8.21M	4.19%	3
2017 Q1	$23.3M	Buy	593,834 +381,593	+180%	+$14.6M	3.02%	5
2016 Q4	$7.75M	Buy	212,241 +209,530	+7,729%	+$7.64M	1.2%	16
2016 Q3	$9.02K	Sell	2,711 -213,185	-99%	-$7.84M	1.36%	13
2016 Q2	$7.63M	Sell	215,896 -11,098	-5%	-$401K	1.18%	13
2016 Q1	$8.14M	Buy	+226,994	New	+$7.83M	1.31%	13

Other funds holding VEA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

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

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

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

Sargent Bickham Lagudis's VEA Position: Q4 2022 in Review

Sargent Bickham Lagudis increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 35% in Q4 2022, buying an estimated $13.1M and bringing the position to 1,245,790 shares worth $52.3M. The position accounts for 4.29% of the portfolio, ranked #4.

Sargent Bickham Lagudis first reported a position in VEA in Q1 2016 and has held it in 28 quarters since. 1,853 funds tracked by Wall St. Rank hold VEA as of Q4 2022.

Sargent Bickham Lagudis held 1,245,790 shares of Vanguard FTSE Developed Markets ETF worth $52.3M as of Q4 2022.
Sargent Bickham Lagudis bought 323,176 Vanguard FTSE Developed Markets ETF shares in Q4 2022, an estimated $13.1M.
Vanguard FTSE Developed Markets ETF made up 4.29% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #4 holding.
Sargent Bickham Lagudis first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2016 and has held it in 28 quarters since.
1,853 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.