Treybourne Wealth Planners’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Treybourne Wealth Planners’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
2021 Q2	$17.6M	Buy	341,316 +14,699	+5%	+$759K	10.88%	3
2021 Q1	$16M	Buy	326,617 +51,932	+19%	+$2.54M	11.12%	3
2020 Q4	$13M	Buy	+274,685	New	+$12.1M	9.34%	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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

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

Treybourne Wealth Planners's VEA Position: Q2 2021 in Review

Treybourne Wealth Planners increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 4.5% in Q2 2021, buying an estimated $759K and bringing the position to 341,316 shares worth $17.6M. The position accounts for 10.88% of the portfolio, ranked #3.

Treybourne Wealth Planners first reported a position in VEA in Q4 2020 and has held it in 3 quarters since. 1,557 funds tracked by Wall St. Rank hold VEA as of Q2 2021.

Treybourne Wealth Planners held 341,316 shares of Vanguard FTSE Developed Markets ETF worth $17.6M as of Q2 2021.
Treybourne Wealth Planners bought 14,699 Vanguard FTSE Developed Markets ETF shares in Q2 2021, an estimated $759K.
Vanguard FTSE Developed Markets ETF made up 10.88% of Treybourne Wealth Planners's portfolio in Q2 2021, its #3 holding.
Treybourne Wealth Planners first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2020 and has held it in 3 quarters since.
1,557 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2021.

Based on Treybourne Wealth Planners's 13F filing for Q2 2021, filed 29 Jul 2021.