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

TPB Wealth 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 Q1	$4.8M	Sell	106,215 -25,737	-20%	-$1.15M	2.62%	13
2022 Q4	$5.69M	Buy	+131,952	New	+$5.34M	2.92%	10
2022 Q3	–	Sell	-28,034	Closed	-$1.15M	–	50
2022 Q2	$1.15M	Buy	+28,034	New	+$1.25M	0.52%	28

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

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

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

TPB Wealth Advisors's VEA Position: Q1 2023 in Review

TPB Wealth Advisors reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 20% in Q1 2023, selling an estimated $1.15M and leaving 106,215 shares worth $4.8M. The position accounts for 2.62% of the portfolio, ranked #13.

TPB Wealth Advisors first reported a position in VEA in Q2 2022 and has held it in 3 quarters since. The position peaked at $5.69M in Q4 2022. 1,881 funds tracked by Wall St. Rank hold VEA as of Q1 2023.

TPB Wealth Advisors held 106,215 shares of Vanguard FTSE Developed Markets ETF worth $4.8M as of Q1 2023.
TPB Wealth Advisors sold 25,737 Vanguard FTSE Developed Markets ETF shares in Q1 2023, an estimated $1.15M.
Vanguard FTSE Developed Markets ETF made up 2.62% of TPB Wealth Advisors's portfolio in Q1 2023, its #13 holding.
TPB Wealth Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2022 and has held it in 3 quarters since.
TPB Wealth Advisors's Vanguard FTSE Developed Markets ETF position peaked at $5.69M in Q4 2022.
1,881 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2023.

Based on TPB Wealth Advisors's 13F filing for Q1 2023, filed 23 May 2023.