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Balanced Rock Investment Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Balanced Rock Investment 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
2026
Q2 		$2.21M Buy
31,060
+110
+0.4% +$7.66K 1.38% 26
2026
Q1 		$1.98M Buy
30,950
+1,014
+3% +$66.9K 1.39% 26
2025
Q4 		$1.87M Buy
29,936
+48
+0.2% +$2.94K 1.33% 26
2025
Q3 		$1.79M Buy
29,888
+1,734
+6% +$101K 1.31% 27
2025
Q2 		$1.61M Buy
28,154
+852
+3% +$45.6K 1.26% 27
2025
Q1 		$1.39M Buy
27,302
+1,206
+5% +$61K 1.11% 28
2024
Q4 		$1.25M Sell
26,096
-3,860
-13% -$194K 0.99% 29
2024
Q3 		$1.58M Sell
29,956
-296
-1% -$15.1K 1.24% 24
2024
Q2 		$1.5M Sell
30,252
-1,107
-4% -$55.1K 1.26% 23
2024
Q1 		$1.57M Sell
31,359
-1,786
-5% -$86.2K 1.34% 20
2023
Q4 		$1.59M Buy
+33,145
New +$1.48M 1.41% 19

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Balanced Rock Investment Advisors's VEA Position: Q2 2026 in Review

Balanced Rock Investment Advisors increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 0.36% in Q2 2026, buying an estimated $7.66K and bringing the position to 31,060 shares worth $2.21M. The position accounts for 1.38% of the portfolio, ranked #26.

Balanced Rock Investment Advisors first reported a position in VEA in Q4 2023 and has held it in 11 quarters since. 2,985 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

  • Balanced Rock Investment Advisors held 31,060 shares of Vanguard FTSE Developed Markets ETF worth $2.21M as of Q2 2026.
  • Balanced Rock Investment Advisors bought 110 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $7.66K.
  • Vanguard FTSE Developed Markets ETF made up 1.38% of Balanced Rock Investment Advisors's portfolio in Q2 2026, its #26 holding.
  • Balanced Rock Investment Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,985 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Balanced Rock Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.