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Bordeaux Wealth Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Bordeaux Wealth 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
2025
Q2 		$16.7M Buy
292,597
+18,150
+7% +$972K 2.14% 8
2025
Q1 		$14M Sell
274,447
-24,686
-8% -$1.25M 2.58% 9
2024
Q4 		$14.3M Buy
299,133
+10,803
+4% +$543K 2.3% 9
2024
Q3 		$15.2M Buy
288,330
+28,723
+11% +$1.46M 2.75% 9
2024
Q2 		$12.8M Buy
259,607
+210,670
+430% +$10.5M 2.45% 9
2024
Q1 		$2.46M Buy
48,937
+9,682
+25% +$468K 0.81% 18
2023
Q4 		$1.88M Buy
39,255
+6,574
+20% +$294K 0.64% 22
2023
Q3 		$1.43M Buy
32,681
+14,715
+82% +$673K 0.58% 25
2023
Q2 		$830K Sell
17,966
-2,006
-10% -$92.3K 0.34% 37
2023
Q1 		$902K Buy
19,972
+2,142
+12% +$95.4K 0.47% 30
2022
Q4 		$748K Sell
17,830
-5,872
-25% -$238K 0.41% 37
2022
Q3 		$862K Sell
23,702
-576
-2% -$23.5K 0.54% 32
2022
Q2 		$991K Buy
24,278
+4,289
+21% +$191K 0.68% 26
2022
Q1 		$960K Buy
19,989
+11
+0.1% +$535 0.52% 35
2021
Q4 		$1.02M Buy
19,978
+91
+0.5% +$4.67K 0.47% 35
2021
Q3 		$1M Buy
19,887
+8
+0% +$416 0.57% 28
2021
Q2 		$1.02M Buy
19,879
+141
+0.7% +$7.28K 0.59% 27
2021
Q1 		$969K Buy
19,738
+255
+1% +$12.5K 0.67% 23
2020
Q4 		$920K Buy
+19,483
New +$857K 0.69% 20

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Bordeaux Wealth Advisors's VEA Position: Q2 2025 in Review

Bordeaux Wealth Advisors increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 6.6% in Q2 2025, buying an estimated $972K and bringing the position to 292,597 shares worth $16.7M. The position accounts for 2.14% of the portfolio, ranked #8.

Bordeaux Wealth Advisors first reported a position in VEA in Q4 2020 and has held it in 19 quarters since. 2,544 funds tracked by Wall St. Rank hold VEA as of Q2 2025.

  • Bordeaux Wealth Advisors held 292,597 shares of Vanguard FTSE Developed Markets ETF worth $16.7M as of Q2 2025.
  • Bordeaux Wealth Advisors bought 18,150 Vanguard FTSE Developed Markets ETF shares in Q2 2025, an estimated $972K.
  • Vanguard FTSE Developed Markets ETF made up 2.14% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #8 holding.
  • Bordeaux Wealth Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2020 and has held it in 19 quarters since.
  • 2,544 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.