Blue Bell Private Wealth Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Blue Bell Private 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 Q2	$2.61M	Buy	36,696 +428	+1%	+$29.8K	0.33%	59
2026 Q1	$2.32M	Buy	36,268 +1	+0%	+$66	0.33%	58
2025 Q4	$2.27M	Sell	36,267 -84	-0.2%	-$5.15K	0.33%	57
2025 Q3	$2.18M	Buy	36,351 +4,259	+13%	+$248K	0.33%	56
2025 Q2	$1.83M	Buy	32,092 +10,878	+51%	+$583K	0.31%	59
2025 Q1	$1.08M	Buy	21,214 +16,941	+396%	+$857K	0.2%	75
2024 Q4	$204K	Buy	4,273 +416	+11%	+$20.9K	0.04%	206
2024 Q3	$204K	Sell	3,857 -600	-13%	-$30.5K	0.04%	209
2024 Q2	$220K	Buy	4,457 +1,363	+44%	+$67.8K	0.05%	188
2024 Q1	$155K	Buy	3,094 +650	+27%	+$31.4K	0.03%	212
2023 Q4	$117K	Hold	2,444	–	–	0.03%	216
2023 Q3	$107K	Sell	2,444 -373	-13%	-$17.1K	0.03%	192
2023 Q2	$130K	Hold	2,817	–	–	0.03%	170
2023 Q1	$127K	Hold	2,817	–	–	0.04%	156
2022 Q4	$118K	Buy	2,817 +373	+15%	+$15.1K	0.04%	149
2022 Q3	$89K	Sell	2,444 -56	-2%	-$2.28K	0.03%	168
2022 Q2	$102K	Hold	2,500	–	–	0.03%	153
2022 Q1	$120K	Hold	2,500	–	–	0.03%	146
2021 Q4	$128K	Buy	+2,500	New	+$128K	0.03%	139

Other funds holding VEA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Blue Bell Private Wealth Management's VEA Position: Q2 2026 in Review

Blue Bell Private Wealth Management increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 1.2% in Q2 2026, buying an estimated $29.8K and bringing the position to 36,696 shares worth $2.61M. The position accounts for 0.33% of the portfolio, ranked #59.

Blue Bell Private Wealth Management first reported a position in VEA in Q4 2021 and has held it in 19 quarters since. 2,985 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

Blue Bell Private Wealth Management held 36,696 shares of Vanguard FTSE Developed Markets ETF worth $2.61M as of Q2 2026.
Blue Bell Private Wealth Management bought 428 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $29.8K.
Vanguard FTSE Developed Markets ETF made up 0.33% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #59 holding.
Blue Bell Private Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2021 and has held it in 19 quarters since.
2,985 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.