Cascade Financial Partners’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Cascade Financial Partners’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	$42.7M	Sell	599,843 -13,177	-2%	-$918K	3.71%	3
2026 Q1	$39.3M	Buy	613,020 +471	+0.1%	+$31.1K	4.05%	3
2025 Q4	$38.3M	Sell	612,549 -27,831	-4%	-$1.7M	3.88%	3
2025 Q3	$38.4M	Sell	640,380 -5,753	-0.9%	-$335K	4.4%	3
2025 Q2	$36.8M	Buy	646,133 +12,370	+2%	+$663K	4.43%	3
2025 Q1	$32.2M	Sell	633,763 -1,330	-0.2%	-$67.3K	4.06%	3
2024 Q4	$30.4M	Sell	635,093 -9,450	-1%	-$475K	3.96%	3
2024 Q3	$32.9M	Buy	644,543 +780	+0.1%	+$39.7K	4.12%	3
2024 Q2	$31.8M	Buy	643,763 +7,619	+1%	+$379K	4.18%	3
2024 Q1	$30.9M	Buy	+636,144	New	+$30.7M	4.45%	3

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

Cascade Financial Partners's VEA Position: Q2 2026 in Review

Cascade Financial Partners reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 2.1% in Q2 2026, selling an estimated $918K and leaving 599,843 shares worth $42.7M. The position accounts for 3.71% of the portfolio, ranked #3.

Cascade Financial Partners first reported a position in VEA in Q1 2024 and has held it in 10 quarters since. 2,984 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

Cascade Financial Partners held 599,843 shares of Vanguard FTSE Developed Markets ETF worth $42.7M as of Q2 2026.
Cascade Financial Partners sold 13,177 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $918K.
Vanguard FTSE Developed Markets ETF made up 3.71% of Cascade Financial Partners's portfolio in Q2 2026, its #3 holding.
Cascade Financial Partners first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2024 and has held it in 10 quarters since.
2,984 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.