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

Tiedemann 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
2023 Q3	$2.6M	Buy	59,467 +959	+2%	+$43.9K	0.11%	69
2023 Q2	$2.7M	Sell	58,508 -18,701	-24%	-$860K	0.11%	66
2023 Q1	$3.49M	Sell	77,209 -8,110	-10%	-$361K	0.16%	57
2022 Q4	$3.58M	Buy	85,319 +3,293	+4%	+$133K	0.17%	54
2022 Q3	$2.98M	Sell	82,026 -34,030	-29%	-$1.39M	0.18%	60
2022 Q2	$4.74M	Sell	116,056 -63,132	-35%	-$2.81M	0.36%	35
2022 Q1	$8.61M	Sell	179,188 -971,532	-84%	-$47.3M	0.44%	31
2021 Q4	$58.8M	Buy	1,150,720 +1,024,814	+814%	+$52.6M	2.86%	8
2021 Q3	$6.36M	Buy	125,906 +2,566	+2%	+$133K	0.34%	39
2021 Q2	$6.35M	Buy	123,340 +2,958	+2%	+$153K	0.25%	46
2021 Q1	$5.91M	Hold	120,382	–	–	0.26%	44
2020 Q4	$5.68M	Buy	120,382 +1,479	+1%	+$65.1K	0.28%	44
2020 Q3	$4.86M	Sell	118,903 -1,033	-0.9%	-$42.4K	0.23%	59
2020 Q2	$4.65M	Buy	119,936 +718	+0.6%	+$26.2K	0.25%	63
2020 Q1	$3.98M	Sell	119,218 -492,781	-81%	-$19.8M	0.26%	68
2019 Q4	$27M	Buy	611,999 +465,194	+317%	+$19.8M	1.29%	15
2019 Q3	$6.03M	Buy	146,805 +702	+0.5%	+$28.7K	0.29%	63
2019 Q2	$6.09M	Sell	146,103 -30,058	-17%	-$1.24M	0.31%	60
2019 Q1	$7.23M	Sell	176,161 -12,768	-7%	-$510K	0.34%	56
2018 Q4	$7.01M	Sell	188,929 -13,586	-7%	-$538K	0.36%	52
2018 Q3	$8.79M	Buy	202,515 +12,771	+7%	+$550K	0.52%	40
2018 Q2	$8.14M	Buy	189,744 +94,232	+99%	+$4.2M	0.52%	46
2018 Q1	$4.23M	Buy	95,512 +4,268	+5%	+$194K	0.29%	58
2017 Q4	$4.09M	Buy	91,244 +7,431	+9%	+$328K	0.31%	51
2017 Q3	$3.58M	Buy	83,813 +9,508	+13%	+$403K	0.32%	66
2017 Q2	$3.5M	Buy	74,305 +57,467	+341%	+$2.34M	0.25%	75
2017 Q1	$662K	Buy	+16,838	New	+$645K	0.06%	229
2016 Q2	–	Sell	-32,658	Closed	-$1.17M	–	61
2016 Q1	$1.17M	Sell	32,658 -41,058	-56%	-$1.42M	0.93%	25
2015 Q4	$2.71M	Sell	73,716 -1,846	-2%	-$69.2K	1.04%	16
2015 Q3	$2.69M	Sell	75,562 -87,869	-54%	-$3.38M	2.08%	10
2015 Q2	$6.48M	Buy	+163,431	New	+$6.76M	6.64%	3

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

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

Tiedemann Advisors's VEA Position: Q3 2023 in Review

Tiedemann Advisors increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 1.6% in Q3 2023, buying an estimated $43.9K and bringing the position to 59,467 shares worth $2.6M. The position accounts for 0.11% of the portfolio, ranked #69.

Tiedemann Advisors first reported a position in VEA in Q2 2015 and has held it in 31 quarters since. The position peaked at $58.8M in Q4 2021. 1,931 funds tracked by Wall St. Rank hold VEA as of Q3 2023.

Tiedemann Advisors held 59,467 shares of Vanguard FTSE Developed Markets ETF worth $2.6M as of Q3 2023.
Tiedemann Advisors bought 959 Vanguard FTSE Developed Markets ETF shares in Q3 2023, an estimated $43.9K.
Vanguard FTSE Developed Markets ETF made up 0.11% of Tiedemann Advisors's portfolio in Q3 2023, its #69 holding.
Tiedemann Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2015 and has held it in 31 quarters since.
Tiedemann Advisors's Vanguard FTSE Developed Markets ETF position peaked at $58.8M in Q4 2021.
1,931 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.