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Wealthsimple’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Wealthsimple’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
2022
Q3 		$1.03M Buy
28,260
+20,527
+265% +$836K 0.04% 14
2022
Q2 		$316K Buy
7,733
+327
+4% +$14.5K 0.01% 28
2022
Q1 		$356K Buy
7,406
+1,116
+18% +$54.3K 0.01% 29
2021
Q4 		$321K Buy
+6,290
New +$323K 0.01% 27

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wealthsimple's VEA Position: Q3 2022 in Review

Wealthsimple increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 265% in Q3 2022, buying an estimated $836K and bringing the position to 28,260 shares worth $1.03M. The position accounts for 0.04% of the portfolio, ranked #14.

Wealthsimple first reported a position in VEA in Q4 2021 and has held it in 4 quarters since. 1,719 funds tracked by Wall St. Rank hold VEA as of Q3 2022.

  • Wealthsimple held 28,260 shares of Vanguard FTSE Developed Markets ETF worth $1.03M as of Q3 2022.
  • Wealthsimple bought 20,527 Vanguard FTSE Developed Markets ETF shares in Q3 2022, an estimated $836K.
  • Vanguard FTSE Developed Markets ETF made up 0.04% of Wealthsimple's portfolio in Q3 2022, its #14 holding.
  • Wealthsimple first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2021 and has held it in 4 quarters since.
  • 1,719 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2022.

Based on Wealthsimple's 13F filing for Q3 2022, filed 8 Nov 2022.