Baker Tilly Wealth Management
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Baker Tilly Wealth Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Baker Tilly Wealth 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
2026
Q3 		$328K Buy
4,648
+5
+0.1% +$359 0.06% 216
2026
Q2 		$331K Buy
+4,643
New +$323K 0.07% 209
2023
Q4 		– Sell
-5,305
Closed -$232K – 491
2023
Q3 		$232K Sell
5,305
-8,094
-60% -$370K 0.04% 413
2023
Q2 		$619K Buy
13,399
+740
+6% +$34K 0.07% 289
2023
Q1 		$572K Sell
12,659
-1,417
-10% -$63.1K 0.06% 298
2022
Q4 		$591K Buy
14,076
+7,201
+105% +$292K 0.07% 279
2022
Q3 		$250K Buy
6,875
+1,097
+19% +$44.7K 0.03% 438
2022
Q2 		$236K Sell
5,778
-1,054
-15% -$46.9K 0.03% 447
2022
Q1 		$328K Sell
6,832
-3,339
-33% -$162K 0.04% 419
2021
Q4 		$519K Sell
10,171
-3,714
-27% -$191K 0.06% 340
2021
Q3 		$701K Buy
13,885
+5,360
+63% +$279K 0.09% 244
2021
Q2 		$439K Buy
8,525
+1,033
+14% +$53.3K 0.07% 308
2021
Q1 		$368K Buy
7,492
+6
+0.1% +$293 0.08% 302
2020
Q4 		$353K Buy
+7,486
New +$329K 0.11% 209

Other funds holding VEA

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Baker Tilly Wealth Management's VEA Position: Q3 2026 in Review

Baker Tilly Wealth Management increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 0.11% in Q3 2026, buying an estimated $359 and bringing the position to 4,648 shares worth $328K. The position accounts for 0.06% of the portfolio, ranked #216.

Baker Tilly Wealth Management first reported a position in VEA in Q4 2020 and has held it in 14 quarters since. The position peaked at $701K in Q3 2021. 2,754 funds tracked by Wall St. Rank hold VEA as of Q3 2026.

  • Baker Tilly Wealth Management held 4,648 shares of Vanguard FTSE Developed Markets ETF worth $328K as of Q3 2026.
  • Baker Tilly Wealth Management bought 5 Vanguard FTSE Developed Markets ETF shares in Q3 2026, an estimated $359.
  • Vanguard FTSE Developed Markets ETF made up 0.06% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #216 holding.
  • Baker Tilly Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2020 and has held it in 14 quarters since.
  • Baker Tilly Wealth Management's Vanguard FTSE Developed Markets ETF position peaked at $701K in Q3 2021.
  • 2,754 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.