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

SWM 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	$15.3M	Buy	421,171 +12,990	+3%	+$529K	14.43%	2
2022 Q2	$16.7M	Buy	408,181 +4,473	+1%	+$199K	15.17%	2
2022 Q1	$19.4M	Buy	403,708 +83,237	+26%	+$4.05M	15.21%	2
2021 Q4	$16.2M	Buy	+320,471	New	+$16.5M	14.14%	2

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 $11.5B AUM 18.72% 1-Year Est. Return

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

SWM Advisors's VEA Position: Q3 2022 in Review

SWM Advisors increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 3.2% in Q3 2022, buying an estimated $529K and bringing the position to 421,171 shares worth $15.3M. The position accounts for 14.43% of the portfolio, ranked #2.

SWM Advisors first reported a position in VEA in Q4 2021 and has held it in 4 quarters since. The position peaked at $19.4M in Q1 2022. 1,719 funds tracked by Wall St. Rank hold VEA as of Q3 2022.

SWM Advisors held 421,171 shares of Vanguard FTSE Developed Markets ETF worth $15.3M as of Q3 2022.
SWM Advisors bought 12,990 Vanguard FTSE Developed Markets ETF shares in Q3 2022, an estimated $529K.
Vanguard FTSE Developed Markets ETF made up 14.43% of SWM Advisors's portfolio in Q3 2022, its #2 holding.
SWM Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2021 and has held it in 4 quarters since.
SWM Advisors's Vanguard FTSE Developed Markets ETF position peaked at $19.4M in Q1 2022.
1,719 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2022.

Based on SWM Advisors's 13F filing for Q3 2022, filed 12 Oct 2022.