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Burkett Financial Services’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Burkett Financial Services’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 		$26.6M Sell
373,697
-4,560
-1% -$318K 8.33% 4
2026
Q1 		$24.2M Sell
378,257
-8,004
-2% -$528K 8.31% 4
2025
Q4 		$24.1M Sell
386,261
-10,887
-3% -$667K 8.23% 3
2025
Q3 		$23.8M Buy
397,148
+1,370
+0.3% +$79.8K 8.2% 3
2025
Q2 		$22.6M Sell
395,778
-7,551
-2% -$404K 8.12% 3
2025
Q1 		$20.5M Buy
403,329
+18,798
+5% +$951K 8.35% 4
2024
Q4 		$18.4M Buy
384,531
+12,718
+3% +$639K 7.52% 4
2024
Q3 		$19.6M Buy
371,813
+1,831
+0.5% +$93.1K 8.11% 3
2024
Q2 		$18.3M Buy
369,982
+3,855
+1% +$192K 9.38% 4
2024
Q1 		$18.4M Buy
366,127
+2,089
+0.6% +$101K 9.47% 4
2023
Q4 		$17.4M Buy
+364,038
New +$16.3M 9.71% 4

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

Burkett Financial Services's VEA Position: Q2 2026 in Review

Burkett Financial Services reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 1.2% in Q2 2026, selling an estimated $318K and leaving 373,697 shares worth $26.6M. The position accounts for 8.33% of the portfolio, ranked #4.

Burkett Financial Services first reported a position in VEA in Q4 2023 and has held it in 11 quarters since. 2,984 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

  • Burkett Financial Services held 373,697 shares of Vanguard FTSE Developed Markets ETF worth $26.6M as of Q2 2026.
  • Burkett Financial Services sold 4,560 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $318K.
  • Vanguard FTSE Developed Markets ETF made up 8.33% of Burkett Financial Services's portfolio in Q2 2026, its #4 holding.
  • Burkett Financial Services first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,984 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.