UTC
VEA icon

Unified Trust Company’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Unified Trust Company’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
Q3 		$1.36M Buy
26,954
+334
+1% +$17.4K 0.4% 52
2021
Q2 		$1.37M Hold
26,620
– – 0.41% 49
2021
Q1 		$1.31M Buy
+26,620
New +$1.3M 0.43% 48

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Unified Trust Company's VEA Position: Q3 2021 in Review

Unified Trust Company increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 1.3% in Q3 2021, buying an estimated $17.4K and bringing the position to 26,954 shares worth $1.36M. The position accounts for 0.4% of the portfolio, ranked #52.

Unified Trust Company first reported a position in VEA in Q1 2021 and has held it in 3 quarters since. The position peaked at $1.37M in Q2 2021. 1,566 funds tracked by Wall St. Rank hold VEA as of Q3 2021.

  • Unified Trust Company held 26,954 shares of Vanguard FTSE Developed Markets ETF worth $1.36M as of Q3 2021.
  • Unified Trust Company bought 334 Vanguard FTSE Developed Markets ETF shares in Q3 2021, an estimated $17.4K.
  • Vanguard FTSE Developed Markets ETF made up 0.4% of Unified Trust Company's portfolio in Q3 2021, its #52 holding.
  • Unified Trust Company first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2021 and has held it in 3 quarters since.
  • Unified Trust Company's Vanguard FTSE Developed Markets ETF position peaked at $1.37M in Q2 2021.
  • 1,566 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2021.

Based on Unified Trust Company's 13F filing for Q3 2021, filed 23 Nov 2021.