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Annex Advisory Services’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Annex Advisory Services’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
2026
Q2 		$926K Sell
12,991
-1,325
-9% -$92.3K 0.02% 202
2026
Q1 		$917K Buy
14,316
+966
+7% +$63.8K 0.02% 195
2025
Q4 		$834K Buy
13,350
+176
+1% +$10.8K 0.02% 195
2025
Q3 		$789K Sell
13,174
-2,532
-16% -$148K 0.02% 175
2025
Q2 		$895K Buy
15,706
+5,020
+47% +$269K 0.02% 168
2025
Q1 		$543K Sell
10,686
-2,075
-16% -$105K 0.02% 205
2024
Q4 		$610K Buy
+12,761
New +$641K 0.02% 193
2024
Q3 		– Sell
-4,166
Closed -$206K – 306
2024
Q2 		$206K Buy
+4,166
New +$207K 0.01% 267
2024
Q1 		– Sell
-4,937
Closed -$237K – 303
2023
Q4 		$237K Buy
+4,937
New +$221K 0.01% 235
2022
Q3 		– Sell
-6,531
Closed -$266K – 261
2022
Q2 		$266K Buy
6,531
+2,042
+45% +$90.8K 0.02% 203
2022
Q1 		$216K Sell
4,489
-354
-7% -$17.2K 0.02% 234
2021
Q4 		$247K Buy
+4,843
New +$249K 0.02% 212
2021
Q3 		– Sell
-4,135
Closed -$213K – 227
2021
Q2 		$213K Sell
4,135
-34
-0.8% -$1.75K 0.02% 209
2021
Q1 		$205K Sell
4,169
-150
-3% -$7.33K 0.02% 193
2020
Q4 		$204K Buy
+4,319
New +$190K 0.02% 189
2019
Q4 		– Sell
-5,175
Closed -$212K – 134
2019
Q3 		$212K Buy
+5,175
New +$211K 0.03% 121
2019
Q2 		– Sell
-5,156
Closed -$211K – 129
2019
Q1 		$211K Sell
5,156
-255,768
-98% -$10.2M 0.03% 119
2018
Q4 		$9.68M Sell
260,924
-46,420
-15% -$1.84M 1.53% 14
2018
Q3 		$13.3M Sell
307,344
-37,896
-11% -$1.63M 2.06% 11
2018
Q2 		$14.8M Sell
345,240
-20,131
-6% -$897K 2.52% 11
2018
Q1 		$16.2M Sell
365,371
-72,037
-16% -$3.27M 2.94% 9
2017
Q4 		$19.6M Buy
437,408
+26,327
+6% +$1.16M 3.71% 9
2017
Q3 		$17.8M Buy
411,081
+54,753
+15% +$2.32M 3.66% 9
2017
Q2 		$14.7M Buy
356,328
+54,367
+18% +$2.22M 3.27% 9
2017
Q1 		$11.9M Buy
301,961
+50,373
+20% +$1.93M 2.95% 9
2016
Q4 		$9.19M Buy
251,588
+168,551
+203% +$6.15M 2.23% 10
2016
Q3 		$3.11M Buy
83,037
+46,463
+127% +$1.71M 0.81% 13
2016
Q2 		$1.29M Buy
+36,574
New +$1.32M 0.35% 22

Other funds holding VEA

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Annex Advisory Services's VEA Position: Q2 2026 in Review

Annex Advisory Services reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 9.3% in Q2 2026, selling an estimated $92.3K and leaving 12,991 shares worth $926K. The position accounts for 0.02% of the portfolio, ranked #202.

Annex Advisory Services first reported a position in VEA in Q2 2016 and has held it in 28 quarters since. The position peaked at $19.6M in Q4 2017. 604 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

  • Annex Advisory Services held 12,991 shares of Vanguard FTSE Developed Markets ETF worth $926K as of Q2 2026.
  • Annex Advisory Services sold 1,325 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $92.3K.
  • Vanguard FTSE Developed Markets ETF made up 0.02% of Annex Advisory Services's portfolio in Q2 2026, its #202 holding.
  • Annex Advisory Services first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2016 and has held it in 28 quarters since.
  • Annex Advisory Services's Vanguard FTSE Developed Markets ETF position peaked at $19.6M in Q4 2017.
  • 604 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.