Wipfli Financial Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Wipfli Financial Advisors’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	$209K	Sell	5,744 -2,247	-28%	-$91.6K	0.01%	437
2022 Q2	$384K	Hold	7,991	–	–	0.04%	63
2022 Q1	$384K	Buy	+7,991	New	+$389K	0.04%	68
2021 Q2	–	Sell	-4,981	Closed	-$245K	–	45
2021 Q1	$245K	Buy	4,981 +269	+6%	+$13.1K	0.13%	29
2020 Q4	$222K	Buy	+4,712	New	+$207K	0.13%	33

Other funds holding VEA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

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

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

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

Wipfli Financial Advisors's VEA Position: Q3 2022 in Review

Wipfli Financial Advisors reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 28% in Q3 2022, selling an estimated $91.6K and leaving 5,744 shares worth $209K. The position accounts for 0.01% of the portfolio, ranked #437.

Wipfli Financial Advisors first reported a position in VEA in Q4 2020 and has held it in 5 quarters since. The position peaked at $384K in Q2 2022. 1,720 funds tracked by Wall St. Rank hold VEA as of Q3 2022.

Wipfli Financial Advisors held 5,744 shares of Vanguard FTSE Developed Markets ETF worth $209K as of Q3 2022.
Wipfli Financial Advisors sold 2,247 Vanguard FTSE Developed Markets ETF shares in Q3 2022, an estimated $91.6K.
Vanguard FTSE Developed Markets ETF made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #437 holding.
Wipfli Financial Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2020 and has held it in 5 quarters since.
Wipfli Financial Advisors's Vanguard FTSE Developed Markets ETF position peaked at $384K in Q2 2022.
1,720 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.