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

Carolina 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
2026 Q2	$276K	Buy	3,875 +21	+0.5%	+$1.46K	0.11%	80
2026 Q1	$247K	Buy	3,854 +6	+0.2%	+$396	0.1%	85
2025 Q4	$240K	Sell	3,848 -40	-1%	-$2.45K	0.11%	73
2025 Q3	$233K	Sell	3,888 -2,852	-42%	-$166K	0.1%	72
2025 Q2	$384K	Buy	+6,740	New	+$361K	0.19%	51
2024 Q1	–	Sell	-29	Closed	-$1.39K	–	247
2023 Q4	$1.39K	Hold	29	–	–	﹤0.01%	212
2023 Q3	$1.27K	Sell	29 -127	-81%	-$5.81K	﹤0.01%	230
2023 Q2	$7.2K	Buy	+156	New	+$7.17K	﹤0.01%	166
2021 Q2	–	Sell	-1,105	Closed	-$54K	–	316
2021 Q1	$54K	Buy	+1,105	New	+$54K	0.04%	133

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

Carolina Wealth Advisors's VEA Position: Q2 2026 in Review

Carolina Wealth Advisors increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 0.54% in Q2 2026, buying an estimated $1.46K and bringing the position to 3,875 shares worth $276K. The position accounts for 0.11% of the portfolio, ranked #80.

Carolina Wealth Advisors first reported a position in VEA in Q1 2021 and has held it in 9 quarters since. The position peaked at $384K in Q2 2025. 2,984 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

Carolina Wealth Advisors held 3,875 shares of Vanguard FTSE Developed Markets ETF worth $276K as of Q2 2026.
Carolina Wealth Advisors bought 21 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $1.46K.
Vanguard FTSE Developed Markets ETF made up 0.11% of Carolina Wealth Advisors's portfolio in Q2 2026, its #80 holding.
Carolina Wealth Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2021 and has held it in 9 quarters since.
Carolina Wealth Advisors's Vanguard FTSE Developed Markets ETF position peaked at $384K in Q2 2025.
2,984 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.