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Bernardo Wealth Planning’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Bernardo Wealth Planning’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 		$315K Sell
4,423
-50
-1% -$3.48K 0.05% 105
2026
Q1 		$287K Buy
4,473
+6
+0.1% +$396 0.06% 98
2025
Q4 		$279K Buy
4,467
+58
+1% +$3.55K 0.05% 105
2025
Q3 		$264K Buy
4,409
+13
+0.3% +$758 0.05% 103
2025
Q2 		$251K Buy
4,396
+75
+2% +$4.02K 0.05% 102
2025
Q1 		$220K Buy
4,321
+38
+0.9% +$1.92K 0.05% 106
2024
Q4 		$204K Buy
4,283
+51
+1% +$2.56K 0.05% 105
2024
Q3 		$218K Buy
4,232
+29
+0.7% +$1.48K 0.05% 106
2024
Q2 		$208K Buy
4,203
+32
+0.8% +$1.59K 0.06% 96
2024
Q1 		$209K Buy
+4,171
New +$201K 0.06% 100
2023
Q3 		– Sell
-4,556
Closed -$210K – 92
2023
Q2 		$210K Hold
4,556
– – 0.08% 82
2023
Q1 		$206K Buy
+4,556
New +$203K 0.09% 85
2021
Q1 		– Sell
-10,115
Closed -$477K – 149
2020
Q4 		$477K Buy
10,115
+28
+0.3% +$1.23K 0.18% 100
2020
Q3 		$412K Sell
10,087
-1,173
-10% -$48.1K 0.19% 94
2020
Q2 		$436K Sell
11,260
-809
-7% -$29.5K 0.23% 82
2020
Q1 		$402K Sell
12,069
-3,025
-20% -$121K 0.28% 89
2019
Q4 		$665K Sell
15,094
-120
-0.8% -$5.12K 0.4% 56
2019
Q3 		$624K Sell
15,214
-458
-3% -$18.7K 0.45% 51
2019
Q2 		$654K Sell
15,672
-299
-2% -$12.3K 0.51% 47
2019
Q1 		$653K Hold
15,971
– – 0.52% 46
2018
Q4 		$593K Buy
+15,971
New +$632K 0.52% 44

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

Bernardo Wealth Planning's VEA Position: Q2 2026 in Review

Bernardo Wealth Planning reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 1.1% in Q2 2026, selling an estimated $3.48K and leaving 4,423 shares worth $315K. The position accounts for 0.05% of the portfolio, ranked #105.

Bernardo Wealth Planning first reported a position in VEA in Q4 2018 and has held it in 21 quarters since. The position peaked at $665K in Q4 2019. 2,984 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

  • Bernardo Wealth Planning held 4,423 shares of Vanguard FTSE Developed Markets ETF worth $315K as of Q2 2026.
  • Bernardo Wealth Planning sold 50 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $3.48K.
  • Vanguard FTSE Developed Markets ETF made up 0.05% of Bernardo Wealth Planning's portfolio in Q2 2026, its #105 holding.
  • Bernardo Wealth Planning first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2018 and has held it in 21 quarters since.
  • Bernardo Wealth Planning's Vanguard FTSE Developed Markets ETF position peaked at $665K in Q4 2019.
  • 2,984 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Bernardo Wealth Planning's 13F filing for Q2 2026, filed 27 Jul 2026.