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Strategic Wealth Partners Group’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Strategic Wealth Partners 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
2024
Q1 		$15.3M Sell
305,336
-7,762
-2% -$375K 1.69% 13
2023
Q4 		$15M Sell
313,098
-15,514
-5% -$694K 1.89% 12
2023
Q3 		$14.4M Sell
328,612
-4,079
-1% -$187K 2.13% 12
2023
Q2 		$15.4M Sell
332,691
-870
-0.3% -$40K 2.22% 12
2023
Q1 		$15.3M Buy
333,561
+18,704
+6% +$833K 2.51% 12
2022
Q4 		$13.2M Sell
314,857
-16,827
-5% -$682K 2.8% 10
2022
Q3 		$12.1M Sell
331,684
-11,548
-3% -$471K 2.81% 9
2022
Q2 		$14M Sell
343,232
-47,254
-12% -$2.1M 3.12% 9
2022
Q1 		$18.8M Buy
390,486
+54,066
+16% +$2.63M 3.57% 9
2021
Q4 		$17.2M Buy
336,420
+4,182
+1% +$215K 2.98% 9
2021
Q3 		$16.8M Buy
+332,238
New +$17.3M 3.19% 9
2021
Q1 		$16.4M Sell
333,223
-1,917
-0.6% -$93.7K 3.29% 9
2020
Q4 		$15.8M Sell
335,140
-4,132
-1% -$182K 3.35% 9
2020
Q3 		$13.9M Sell
339,272
-12,460
-4% -$511K 3.36% 8
2020
Q2 		$13.6M Sell
351,732
-18,236
-5% -$666K 3.43% 8
2020
Q1 		$12.3M Buy
369,968
+349,452
+1,703% +$14M 3.59% 8
2019
Q4 		$904K Buy
+20,516
New +$875K 0.21% 30
2019
Q3 		– Sell
-13,952
Closed -$582K – 31
2019
Q2 		$582K Sell
13,952
-522
-4% -$21.5K 0.17% 26
2019
Q1 		$592K Buy
14,474
+13,980
+2,830% +$559K 0.19% 24
2018
Q4 		$18K Sell
494
-13,969
-97% -$553K 0.01% 26
2018
Q3 		$11.3K Buy
14,463
+362
+3% +$15.6K 0.24% 15
2018
Q2 		$605 Sell
14,101
-242
-2% -$10.8K 0.01% 47
2018
Q1 		$635 Buy
14,343
+263
+2% +$11.9K 0.05% 43
2017
Q4 		$632K Sell
14,080
-4,210
-23% -$186K 0.28% 20
2017
Q3 		$794K Buy
18,290
+2,644
+17% +$112K 0.35% 21
2017
Q2 		$647K Sell
15,646
-3,435
-18% -$140K 0.31% 18
2017
Q1 		$750K Sell
19,081
-42
-0.2% -$1.61K 0.38% 18
2016
Q4 		$699K Buy
+19,123
New +$698K 0.33% 20

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

Strategic Wealth Partners Group's VEA Position: Q1 2024 in Review

Strategic Wealth Partners Group reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 2.5% in Q1 2024, selling an estimated $375K and leaving 305,336 shares worth $15.3M. The position accounts for 1.69% of the portfolio, ranked #13.

Strategic Wealth Partners Group first reported a position in VEA in Q4 2016 and has held it in 28 quarters since. The position peaked at $18.8M in Q1 2022. 2,147 funds tracked by Wall St. Rank hold VEA as of Q1 2024.

  • Strategic Wealth Partners Group held 305,336 shares of Vanguard FTSE Developed Markets ETF worth $15.3M as of Q1 2024.
  • Strategic Wealth Partners Group sold 7,762 Vanguard FTSE Developed Markets ETF shares in Q1 2024, an estimated $375K.
  • Vanguard FTSE Developed Markets ETF made up 1.69% of Strategic Wealth Partners Group's portfolio in Q1 2024, its #13 holding.
  • Strategic Wealth Partners Group first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2016 and has held it in 28 quarters since.
  • Strategic Wealth Partners Group's Vanguard FTSE Developed Markets ETF position peaked at $18.8M in Q1 2022.
  • 2,147 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2024.

Based on Strategic Wealth Partners Group's 13F filing for Q1 2024, filed 30 Apr 2024.