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Wellesley Investment Partners’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Wellesley Investment Partners’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 		$29.1M Sell
711,473
-153
-0% -$6.28K 9.95% 3
2020
Q2 		$27.6M Buy
711,626
+23,511
+3% +$859K 9.76% 3
2020
Q1 		$22.9M Sell
688,115
-12,595
-2% -$505K 9.12% 4
2019
Q4 		$30.9M Buy
700,710
+5,566
+0.8% +$237K 9.49% 3
2019
Q3 		$28.6M Buy
695,144
+6,584
+1% +$269K 9.38% 4
2019
Q2 		$28.7M Buy
688,560
+22,805
+3% +$940K 9.89% 2
2019
Q1 		$27.2M Sell
665,755
-3,669
-0.5% -$147K 9.33% 2
2018
Q4 		$24.8M Buy
669,424
+11,002
+2% +$436K 8.84% 3
2018
Q3 		$28.5M Buy
658,422
+26,372
+4% +$1.14M 9.28% 1
2018
Q2 		$27.1M Buy
632,050
+21,806
+4% +$972K 9.42% 1
2018
Q1 		$27M Buy
610,244
+33,199
+6% +$1.51M 9.71% 1
2017
Q4 		$25.9M Buy
577,045
+998
+0.2% +$44.1K 9.8% 1
2017
Q3 		$25M Buy
576,047
+3,253
+0.6% +$138K 10.26% 1
2017
Q2 		$23.7M Buy
572,794
+11,349
+2% +$463K 9.95% 1
2017
Q1 		$22.1M Buy
561,445
+17,920
+3% +$687K 9.75% 1
2016
Q4 		$19.9M Buy
543,525
+37,785
+7% +$1.38M 9.62% 2
2016
Q3 		$18.9M Sell
505,740
-3,787
-0.7% -$139K 9.8% 1
2016
Q2 		$18M Buy
509,527
+62,917
+14% +$2.27M 9.71% 2
2016
Q1 		$16M Buy
446,610
+35,175
+9% +$1.21M 9.6% 1
2015
Q4 		$15.1M Buy
+411,435
New +$15.4M 10.4% 1

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

Wellesley Investment Partners's VEA Position: Q3 2020 in Review

Wellesley Investment Partners reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 0.02% in Q3 2020, selling an estimated $6.28K and leaving 711,473 shares worth $29.1M. The position accounts for 9.95% of the portfolio, ranked #3.

Wellesley Investment Partners first reported a position in VEA in Q4 2015 and has held it in 20 quarters since. The position peaked at $30.9M in Q4 2019. 1,296 funds tracked by Wall St. Rank hold VEA as of Q3 2020.

  • Wellesley Investment Partners held 711,473 shares of Vanguard FTSE Developed Markets ETF worth $29.1M as of Q3 2020.
  • Wellesley Investment Partners sold 153 Vanguard FTSE Developed Markets ETF shares in Q3 2020, an estimated $6.28K.
  • Vanguard FTSE Developed Markets ETF made up 9.95% of Wellesley Investment Partners's portfolio in Q3 2020, its #3 holding.
  • Wellesley Investment Partners first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2015 and has held it in 20 quarters since.
  • Wellesley Investment Partners's Vanguard FTSE Developed Markets ETF position peaked at $30.9M in Q4 2019.
  • 1,296 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2020.

Based on Wellesley Investment Partners's 13F filing for Q3 2020, filed 30 Oct 2020.