Cadence Wealth Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Cadence 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	$250K	Buy	3,503 +61	+2%	+$4.25K	0.11%	55
2026 Q1	$221K	Sell	3,442 -710	-17%	-$46.9K	0.09%	55
2025 Q4	$259K	Sell	4,152 -384	-8%	-$23.5K	0.13%	52
2025 Q3	$272K	Buy	4,536 +154	+4%	+$8.97K	0.14%	51
2025 Q2	$250K	Buy	+4,382	New	+$235K	0.17%	47
2024 Q4	–	Sell	-4,340	Closed	-$229K	–	49
2024 Q3	$229K	Sell	4,340 -100	-2%	-$5.08K	0.19%	42
2024 Q2	$219K	Buy	4,440 +89	+2%	+$4.43K	0.15%	44
2024 Q1	$218K	Buy	4,351 +21	+0.5%	+$1.01K	0.22%	35
2023 Q4	$207K	Buy	+4,330	New	+$194K	0.16%	37

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

Cadence Wealth Management's VEA Position: Q2 2026 in Review

Cadence Wealth Management increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 1.8% in Q2 2026, buying an estimated $4.25K and bringing the position to 3,503 shares worth $250K. The position accounts for 0.11% of the portfolio, ranked #55.

Cadence Wealth Management first reported a position in VEA in Q4 2023 and has held it in 9 quarters since. The position peaked at $272K in Q3 2025. 2,997 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

Cadence Wealth Management held 3,503 shares of Vanguard FTSE Developed Markets ETF worth $250K as of Q2 2026.
Cadence Wealth Management bought 61 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $4.25K.
Vanguard FTSE Developed Markets ETF made up 0.11% of Cadence Wealth Management's portfolio in Q2 2026, its #55 holding.
Cadence Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2023 and has held it in 9 quarters since.
Cadence Wealth Management's Vanguard FTSE Developed Markets ETF position peaked at $272K in Q3 2025.
2,997 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Cadence Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.