Wilbanks Smith & Thomas Asset Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
2024 Q1	$3.49M	Sell	69,556 -1,430	-2%	-$69.1K	0.1%	129
2023 Q4	$3.4M	Buy	70,986 +1,486	+2%	+$66.5K	0.1%	128
2023 Q3	$3.04M	Buy	69,500 +11,490	+20%	+$526K	0.11%	126
2023 Q2	$2.68M	Sell	58,010 -3,882	-6%	-$179K	0.09%	137
2023 Q1	$2.8M	Buy	61,892 +5,586	+10%	+$249K	0.1%	130
2022 Q4	$2.36M	Buy	56,306 +16,076	+40%	+$651K	0.09%	143
2022 Q3	$1.46M	Buy	40,230 +688	+2%	+$28K	0.06%	177
2022 Q2	$1.61M	Sell	39,542 -4,861	-11%	-$216K	0.07%	176
2022 Q1	$2M	Buy	44,403 +6,096	+16%	+$297K	0.08%	157
2021 Q4	$1.96M	Sell	38,307 -385	-1%	-$19.8K	0.07%	169
2021 Q3	$1.95M	Sell	38,692 -471	-1%	-$24.5K	0.08%	162
2021 Q2	$2.02M	Buy	39,163 +133	+0.3%	+$6.87K	0.08%	158
2021 Q1	$1.92M	Sell	39,030 -2,849	-7%	-$139K	0.08%	154
2020 Q4	$1.98M	Sell	41,879 -2,799	-6%	-$123K	0.09%	139
2020 Q3	$1.83M	Sell	44,678 -29,537	-40%	-$1.21M	0.1%	140
2020 Q2	$2.88M	Sell	74,215 -12,879	-15%	-$470K	0.17%	102
2020 Q1	$2.9M	Sell	87,094 -1,113	-1%	-$44.7K	0.22%	90
2019 Q4	$3.89M	Sell	88,207 -4,271	-5%	-$182K	0.23%	97
2019 Q3	$3.8M	Buy	92,478 +913	+1%	+$37.3K	0.24%	92
2019 Q2	$3.82M	Buy	91,565 +38,091	+71%	+$1.57M	0.25%	92
2019 Q1	$2.19M	Buy	53,474 +2,686	+5%	+$107K	0.14%	126
2018 Q4	$1.88M	Sell	50,788 -6,223	-11%	-$246K	0.13%	112
2018 Q3	$2.47M	Buy	57,011 +900	+2%	+$38.8K	0.15%	111
2018 Q2	$2.41M	Buy	56,111 +7,691	+16%	+$343K	0.19%	91
2018 Q1	$2.14M	Sell	48,420 -2,551	-5%	-$116K	0.17%	95
2017 Q4	$2.29M	Buy	50,971 +9,124	+22%	+$403K	0.18%	95
2017 Q3	$1.82M	Buy	41,847 +1,452	+4%	+$61.6K	0.15%	102
2017 Q2	$1.67M	Buy	40,395 +566	+1%	+$23.1K	0.15%	101
2017 Q1	$1.56M	Sell	39,829 -90	-0.2%	-$3.45K	0.13%	105
2016 Q4	$1.46M	Sell	39,919 -4,037	-9%	-$147K	0.13%	101
2016 Q3	$1.64M	Sell	43,956 -9,182	-17%	-$338K	0.15%	97
2016 Q2	$1.88M	Sell	53,138 -247	-0.5%	-$8.92K	0.2%	90
2016 Q1	$1.92M	Sell	53,385 -9,702	-15%	-$335K	0.23%	84
2015 Q4	$2.32M	Buy	63,087 +52,382	+489%	+$1.96M	0.23%	71
2015 Q3	$382K	Buy	10,705 +9	+0.1%	+$346	0.05%	173
2015 Q2	$424K	Buy	10,696 +68	+0.6%	+$2.81K	0.04%	193
2015 Q1	$423K	Sell	10,628 -5,285	-33%	-$207K	0.04%	189
2014 Q4	$603K	Buy	15,913 +52	+0.3%	+$2.01K	0.06%	154
2014 Q3	$630K	Sell	15,861 -94	-0.6%	-$3.91K	0.07%	144
2014 Q2	$680K	Hold	15,955	–	–	0.07%	141
2014 Q1	$658K	Hold	15,955	–	–	0.07%	139
2013 Q4	$665K	Buy	15,955 +6,153	+63%	+$250K	0.08%	137
2013 Q3	$388K	Hold	9,802	–	–	0.05%	187
2013 Q2	$349K	Buy	+9,802	New	+$366K	0.05%	181

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's VEA Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 2% in Q1 2024, selling an estimated $69.1K and leaving 69,556 shares worth $3.49M. The position accounts for 0.1% of the portfolio, ranked #129.

Wilbanks Smith & Thomas Asset Management first reported a position in VEA in Q2 2013 and has held it in 44 quarters since. The position peaked at $3.89M in Q4 2019. 2,148 funds tracked by Wall St. Rank hold VEA as of Q1 2024.

Wilbanks Smith & Thomas Asset Management held 69,556 shares of Vanguard FTSE Developed Markets ETF worth $3.49M as of Q1 2024.
Wilbanks Smith & Thomas Asset Management sold 1,430 Vanguard FTSE Developed Markets ETF shares in Q1 2024, an estimated $69.1K.
Vanguard FTSE Developed Markets ETF made up 0.1% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #129 holding.
Wilbanks Smith & Thomas Asset Management first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2013 and has held it in 44 quarters since.
Wilbanks Smith & Thomas Asset Management's Vanguard FTSE Developed Markets ETF position peaked at $3.89M in Q4 2019.
2,148 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.