Trevian Wealth Management LLC Has $5.74 Million Holdings in Vanguard FTSE Developed Markets ETF $VEA

Trevian Wealth Management LLC grew its holdings in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA) by 8.7% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 91,806 shares of the company’s stock after acquiring an additional 7,333 shares during the period. Vanguard FTSE Developed Markets ETF accounts for approximately 2.7% of Trevian Wealth Management LLC’s holdings, making the stock its 6th largest position. Trevian Wealth Management LLC’s holdings in Vanguard FTSE Developed Markets ETF were worth $5,735,000 at the end of the most recent quarter.

Several other large investors also recently added to or reduced their stakes in the business. TL Private Wealth grew its position in Vanguard FTSE Developed Markets ETF by 1.7% in the fourth quarter. TL Private Wealth now owns 9,396 shares of the company’s stock worth $606,000 after acquiring an additional 155 shares in the last quarter. Belpointe Asset Management LLC grew its position in Vanguard FTSE Developed Markets ETF by 0.5% in the fourth quarter. Belpointe Asset Management LLC now owns 34,529 shares of the company’s stock worth $2,157,000 after acquiring an additional 162 shares in the last quarter. Spire Wealth Management grew its position in Vanguard FTSE Developed Markets ETF by 0.6% in the fourth quarter. Spire Wealth Management now owns 27,194 shares of the company’s stock worth $1,699,000 after acquiring an additional 163 shares in the last quarter. Twelve Points Wealth Management LLC grew its position in Vanguard FTSE Developed Markets ETF by 0.9% in the fourth quarter. Twelve Points Wealth Management LLC now owns 18,902 shares of the company’s stock worth $1,220,000 after acquiring an additional 166 shares in the last quarter. Finally, PFG Investments LLC grew its position in Vanguard FTSE Developed Markets ETF by 0.9% in the third quarter. PFG Investments LLC now owns 18,087 shares of the company’s stock worth $1,084,000 after acquiring an additional 170 shares in the last quarter.

Vanguard FTSE Developed Markets ETF Stock Down 0.1%

VEA stock opened at $70.56 on Friday. The company has a market capitalization of $226.30 billion, a price-to-earnings ratio of 16.34 and a beta of 0.83. Vanguard FTSE Developed Markets ETF has a 12 month low of $54.04 and a 12 month high of $71.12. The firm has a 50 day moving average of $66.68 and a two-hundred day moving average of $64.95.

Vanguard FTSE Developed Markets ETF Company Profile

The Vanguard Developed Markets Index Fund (VEA) is an exchange-traded fund that mostly invests in total market equity. The fund tracks a market-cap weighted index of large-, mid- and small-cap stocks from developed markets outside the US. VEA was launched on Jul 20, 2007 and is managed by Vanguard.