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

Telemus Capital’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
2023
Q4 		$5.91M Buy
123,402
+11,753
+11% +$526K 0.49% 56
2023
Q3 		$4.88M Buy
111,649
+13,109
+13% +$600K 0.45% 65
2023
Q2 		$4.55M Sell
98,540
-24,681
-20% -$1.14M 0.38% 71
2023
Q1 		$5.57M Sell
123,221
-4,000
-3% -$178K 0.49% 63
2022
Q4 		$5.54M Buy
127,221
+36,847
+41% +$1.49M 0.51% 60
2022
Q3 		$3.29M Sell
90,374
-19,605
-18% -$799K 0.34% 75
2022
Q2 		$4.49M Sell
109,979
-17,601
-14% -$782K 0.44% 63
2022
Q1 		$6.13M Buy
127,580
+2,407
+2% +$117K 0.53% 52
2021
Q4 		$6.39M Buy
125,173
+2,754
+2% +$141K 0.52% 51
2021
Q3 		$6.18M Buy
122,419
+28,276
+30% +$1.47M 0.52% 52
2021
Q2 		$4.85M Buy
94,143
+2,548
+3% +$132K 0.35% 71
2021
Q1 		$4.63M Buy
91,595
+3,915
+4% +$191K 0.32% 73
2020
Q4 		$4.14M Buy
87,680
+916
+1% +$40.3K 0.31% 73
2020
Q3 		$3.61M Buy
86,764
+559
+0.6% +$22.9K 0.26% 80
2020
Q2 		$3.42M Sell
86,205
-11,972
-12% -$437K 0.27% 79
2020
Q1 		$3.7M Sell
98,177
-7,925
-7% -$318K 0.3% 74
2019
Q4 		$4.67M Sell
106,102
-10,702
-9% -$456K 0.36% 70
2019
Q3 		$4.8M Buy
116,804
+28,697
+33% +$1.17M 0.38% 59
2019
Q2 		$3.47M Buy
88,107
+3,552
+4% +$146K 0.31% 78
2019
Q1 		$3.46M Sell
84,555
-90,817
-52% -$3.63M 0.26% 84
2018
Q4 		$6.51M Buy
175,372
+147,037
+519% +$5.82M 0.53% 46
2018
Q3 		$1.23M Sell
28,335
-25
-0.1% -$1.08K 0.09% 167
2018
Q2 		$1.22M Buy
28,360
+1,668
+6% +$74.4K 0.09% 177
2018
Q1 		$1.18M Buy
26,692
+500
+2% +$22.7K 0.09% 178
2017
Q4 		$1.18M Buy
+26,192
New +$1.16M 0.09% 187
2015
Q2 		– Sell
-21,788
Closed -$868K – 130
2015
Q1 		$868K Sell
21,788
-16,960
-44% -$665K 0.21% 70
2014
Q4 		$1.47M Buy
38,748
+24,712
+176% +$957K 0.35% 61
2014
Q3 		$558K Hold
14,036
– – 0.15% 83
2014
Q2 		$598K Hold
14,036
– – 0.16% 82
2014
Q1 		$579K Sell
14,036
-621
-4% -$25.4K 0.16% 80
2013
Q4 		$611K Buy
14,657
+2,856
+24% +$116K 0.18% 74
2013
Q3 		$467K Buy
+11,801
New +$449K 0.14% 89

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

Telemus Capital's VEA Position: Q4 2023 in Review

Telemus Capital increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 11% in Q4 2023, buying an estimated $526K and bringing the position to 123,402 shares worth $5.91M. The position accounts for 0.49% of the portfolio, ranked #56.

Telemus Capital first reported a position in VEA in Q3 2013 and has held it in 32 quarters since. The position peaked at $6.51M in Q4 2018. 2,121 funds tracked by Wall St. Rank hold VEA as of Q4 2023.

  • Telemus Capital held 123,402 shares of Vanguard FTSE Developed Markets ETF worth $5.91M as of Q4 2023.
  • Telemus Capital bought 11,753 Vanguard FTSE Developed Markets ETF shares in Q4 2023, an estimated $526K.
  • Vanguard FTSE Developed Markets ETF made up 0.49% of Telemus Capital's portfolio in Q4 2023, its #56 holding.
  • Telemus Capital first reported a position in Vanguard FTSE Developed Markets ETF in Q3 2013 and has held it in 32 quarters since.
  • Telemus Capital's Vanguard FTSE Developed Markets ETF position peaked at $6.51M in Q4 2018.
  • 2,121 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2023.

Based on Telemus Capital's 13F filing for Q4 2023, filed 1 Feb 2024.