SVB Investment Services’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

SVB Investment Services’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 Q1	$493K	Sell	10,259 -1	-0%	-$49	0.31%	33
2021 Q4	$520K	Buy	10,260 +1	+0%	+$51	0.35%	31
2021 Q3	$518K	Buy	10,259 +5,720	+126%	+$298K	0.35%	29
2021 Q2	$234K	Hold	4,539	–	–	0.16%	35
2021 Q1	$222K	Buy	4,539 +2,003	+79%	+$97.9K	0.18%	36
2020 Q4	$120K	Buy	+2,536	New	+$112K	0.09%	45

Other funds holding VEA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

SVB Investment Services's VEA Position: Q1 2022 in Review

SVB Investment Services reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 0.01% in Q1 2022, selling an estimated $49 and leaving 10,259 shares worth $493K. The position accounts for 0.31% of the portfolio, ranked #33.

SVB Investment Services first reported a position in VEA in Q4 2020 and has held it in 6 quarters since. The position peaked at $520K in Q4 2021. 1,820 funds tracked by Wall St. Rank hold VEA as of Q1 2022.

SVB Investment Services held 10,259 shares of Vanguard FTSE Developed Markets ETF worth $493K as of Q1 2022.
SVB Investment Services sold 1 Vanguard FTSE Developed Markets ETF share in Q1 2022, an estimated $49.
Vanguard FTSE Developed Markets ETF made up 0.31% of SVB Investment Services's portfolio in Q1 2022, its #33 holding.
SVB Investment Services first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2020 and has held it in 6 quarters since.
SVB Investment Services's Vanguard FTSE Developed Markets ETF position peaked at $520K in Q4 2021.
1,820 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2022.

Based on SVB Investment Services's 13F filing for Q1 2022, filed 10 May 2022.