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Wealthspire Advisors (Maryland)’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$184M Buy
4,491,402
+2,999,060
+201% +$123M 6.48% 3
2020
Q2 		$57.9M Sell
1,492,342
-63,081
-4% -$2.3M 4.14% 4
2020
Q1 		$51.9M Sell
1,555,423
-218,946
-12% -$8.78M 4.51% 4
2019
Q4 		$78.2M Buy
1,774,369
+9,933
+0.6% +$424K 5.25% 3
2019
Q3 		$72.5M Buy
1,764,436
+8,173
+0.5% +$334K 5.3% 3
2019
Q2 		$73.3M Buy
1,756,263
+86,590
+5% +$3.57M 5.48% 3
2019
Q1 		$68.2M Buy
1,669,673
+177,987
+12% +$7.11M 5.15% 3
2018
Q4 		$55.3M Sell
1,491,686
-119,960
-7% -$4.75M 4.92% 3
2018
Q3 		$69.7M Buy
1,611,646
+522,128
+48% +$22.5M 5.75% 3
2018
Q2 		$46.7M Buy
1,089,518
+123,598
+13% +$5.51M 4.23% 3
2018
Q1 		$42.7M Buy
965,920
+89,963
+10% +$4.08M 4.03% 3
2017
Q4 		$39.3M Buy
875,957
+109,381
+14% +$4.83M 3.82% 3
2017
Q3 		$33.3M Buy
766,576
+46,762
+6% +$1.98M 3.63% 4
2017
Q2 		$29.7M Buy
719,814
+20,650
+3% +$842K 3.52% 5
2017
Q1 		$27.5M Buy
699,164
+23,505
+3% +$901K 3.91% 5
2016
Q4 		$24.7M Buy
675,659
+109,529
+19% +$4M 3.69% 4
2016
Q3 		$21.2M Sell
566,130
-12,553
-2% -$462K 3.3% 5
2016
Q2 		$20.5M Buy
578,683
+50,964
+10% +$1.84M 3.41% 4
2016
Q1 		$18.9M Buy
527,719
+74,294
+16% +$2.56M 3.34% 4
2015
Q4 		$16.6M Buy
+453,425
New +$17M 3.1% 5

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s VEA Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 201% in Q3 2020, buying an estimated $123M and bringing the position to 4,491,402 shares worth $184M. The position accounts for 6.48% of the portfolio, ranked #3.

Wealthspire Advisors (Maryland) first reported a position in VEA in Q4 2015 and has held it in 20 quarters since. 1,297 funds tracked by Wall St. Rank hold VEA as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 4,491,402 shares of Vanguard FTSE Developed Markets ETF worth $184M as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 2,999,060 Vanguard FTSE Developed Markets ETF shares in Q3 2020, an estimated $123M.
  • Vanguard FTSE Developed Markets ETF made up 6.48% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #3 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2015 and has held it in 20 quarters since.
  • 1,297 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.