Spearhead Capital Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Spearhead Capital 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
2022 Q3	$268K	Hold	7,378	–	–	0.29%	90
2022 Q2	$301K	Buy	+7,378	New	+$328K	0.04%	126
2022 Q1	–	Sell	-60,857	Closed	-$3.11M	–	226
2021 Q4	$3.11M	Buy	60,857 +28,482	+88%	+$1.46M	0.38%	55
2021 Q3	$1.64M	Buy	32,375 +28,289	+692%	+$1.47M	0.22%	54
2021 Q2	$211K	Hold	4,086	–	–	0.03%	191
2021 Q1	$201K	Buy	+4,086	New	+$200K	0.03%	183
2020 Q1	–	Sell	-346,235	Closed	-$15.3M	–	133
2019 Q4	$15.3M	Buy	346,235 +3,855	+1%	+$164K	3.79%	3
2019 Q3	$14.1M	Buy	342,380 +11,750	+4%	+$480K	3.92%	3
2019 Q2	$13.8M	Sell	330,630 -77,651	-19%	-$3.2M	4.04%	3
2019 Q1	$16.7M	Buy	408,281 +137,747	+51%	+$5.5M	5.03%	3
2018 Q4	$10M	Sell	270,534 -77,936	-22%	-$3.09M	4.3%	3
2018 Q3	$14.7M	Buy	348,470 +24,722	+8%	+$1.07M	4.91%	3
2018 Q2	$13.9M	Buy	323,748 +12,541	+4%	+$559K	4.97%	3
2018 Q1	$13.8M	Buy	311,207 +58,004	+23%	+$2.63M	5.37%	3
2017 Q4	$11.4M	Buy	+253,203	New	+$11.2M	5.52%	3

Other funds holding VEA

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

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

Spearhead Capital Advisors's VEA Position: Q3 2022 in Review

Spearhead Capital Advisors held its Vanguard FTSE Developed Markets ETF (VEA) position steady in Q3 2022 at 7,378 shares worth $268K. The position accounts for 0.29% of the portfolio, ranked #90.

Spearhead Capital Advisors first reported a position in VEA in Q4 2017 and has held it in 15 quarters since. The position peaked at $16.7M in Q1 2019. 1,720 funds tracked by Wall St. Rank hold VEA as of Q3 2022.

Spearhead Capital Advisors held 7,378 shares of Vanguard FTSE Developed Markets ETF worth $268K as of Q3 2022.
Spearhead Capital Advisors left its Vanguard FTSE Developed Markets ETF share count unchanged in Q3 2022.
Vanguard FTSE Developed Markets ETF made up 0.29% of Spearhead Capital Advisors's portfolio in Q3 2022, its #90 holding.
Spearhead Capital Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2017 and has held it in 15 quarters since.
Spearhead Capital Advisors's Vanguard FTSE Developed Markets ETF position peaked at $16.7M in Q1 2019.
1,720 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2022.

Based on Spearhead Capital Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.