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Source Financial Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Source Financial Advisors’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
Q3 		$320K Buy
6,052
+8
+0.1% +$407 0.09% 95
2024
Q2 		$299K Sell
6,044
-6,603
-52% -$329K 0.09% 93
2024
Q1 		$634K Sell
12,647
-394
-3% -$19K 0.19% 57
2023
Q4 		$625K Sell
13,041
-68
-0.5% -$3.04K 0.19% 65
2023
Q3 		$573K Sell
13,109
-665
-5% -$30.4K 0.19% 66
2023
Q2 		$636K Sell
13,774
-2,393
-15% -$110K 0.21% 70
2023
Q1 		$730K Sell
16,167
-351
-2% -$15.6K 0.24% 60
2022
Q4 		$693K Sell
16,518
-5,210
-24% -$211K 0.26% 65
2022
Q3 		$790K Sell
21,728
-1,867
-8% -$76.1K 0.31% 58
2022
Q2 		$963K Sell
23,595
-3,145
-12% -$140K 0.38% 53
2022
Q1 		$1.28M Sell
26,740
-4,196
-14% -$204K 0.38% 46
2021
Q4 		$1.58M Buy
30,936
+123
+0.4% +$6.32K 0.43% 42
2021
Q3 		$1.56M Sell
30,813
-3,894
-11% -$203K 0.4% 41
2021
Q2 		$1.79M Buy
34,707
+11
+0% +$568 0.46% 38
2021
Q1 		$1.7M Buy
34,696
+1,540
+5% +$75.2K 0.45% 37
2020
Q4 		$1.56M Buy
+33,156
New +$1.46M 0.42% 36

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
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

Source Financial Advisors's VEA Position: Q3 2024 in Review

Source Financial Advisors increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 0.13% in Q3 2024, buying an estimated $407 and bringing the position to 6,052 shares worth $320K. The position accounts for 0.09% of the portfolio, ranked #95.

Source Financial Advisors first reported a position in VEA in Q4 2020 and has held it in 16 quarters since. The position peaked at $1.79M in Q2 2021. 2,205 funds tracked by Wall St. Rank hold VEA as of Q3 2024.

  • Source Financial Advisors held 6,052 shares of Vanguard FTSE Developed Markets ETF worth $320K as of Q3 2024.
  • Source Financial Advisors bought 8 Vanguard FTSE Developed Markets ETF shares in Q3 2024, an estimated $407.
  • Vanguard FTSE Developed Markets ETF made up 0.09% of Source Financial Advisors's portfolio in Q3 2024, its #95 holding.
  • Source Financial Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2020 and has held it in 16 quarters since.
  • Source Financial Advisors's Vanguard FTSE Developed Markets ETF position peaked at $1.79M in Q2 2021.
  • 2,205 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2024.

Based on Source Financial Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.