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Balboa Wealth Partners’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Balboa Wealth Partners’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 		$6.82M Sell
95,698
-296
-0.3% -$20.6K 0.93% 22
2026
Q1 		$6.15M Buy
95,994
+13,860
+17% +$915K 1.03% 19
2025
Q4 		$5.13M Sell
82,134
-161
-0.2% -$9.86K 0.85% 26
2025
Q3 		$4.93M Buy
82,295
+19,058
+30% +$1.11M 0.85% 24
2025
Q2 		$3.61M Buy
63,237
+6,948
+12% +$372K 0.72% 27
2025
Q1 		$2.86M Buy
56,289
+24,457
+77% +$1.24M 0.69% 26
2024
Q4 		$1.52M Buy
31,832
+23,668
+290% +$1.19M 0.35% 55
2024
Q3 		$431K Buy
+8,164
New +$415K 0.11% 152
2024
Q1 		– Sell
-6,073
Closed -$291K – 318
2023
Q4 		$291K Buy
6,073
+1,389
+30% +$62.2K 0.1% 165
2023
Q3 		$205K Sell
4,684
-187
-4% -$8.56K 0.08% 208
2023
Q2 		$225K Buy
4,871
+423
+10% +$19.5K 0.08% 212
2023
Q1 		$201K Buy
+4,448
New +$198K 0.08% 229

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 22.9% 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

Balboa Wealth Partners's VEA Position: Q2 2026 in Review

Balboa Wealth Partners reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 0.31% in Q2 2026, selling an estimated $20.6K and leaving 95,698 shares worth $6.82M. The position accounts for 0.93% of the portfolio, ranked #22.

Balboa Wealth Partners first reported a position in VEA in Q1 2023 and has held it in 12 quarters since. 3,011 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

  • Balboa Wealth Partners held 95,698 shares of Vanguard FTSE Developed Markets ETF worth $6.82M as of Q2 2026.
  • Balboa Wealth Partners sold 296 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $20.6K.
  • Vanguard FTSE Developed Markets ETF made up 0.93% of Balboa Wealth Partners's portfolio in Q2 2026, its #22 holding.
  • Balboa Wealth Partners first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2023 and has held it in 12 quarters since.
  • 3,011 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.