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Cassady Wealth & Retirement Planning’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Cassady Wealth & Retirement Planning’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 		$8.4M Buy
117,852
+8,198
+7% +$571K 3.9% 4
2026
Q1 		$7.54M Buy
109,654
+13,641
+14% +$900K 3.91% 5
2025
Q4 		$6M Buy
+96,013
New +$5.88M 3.91% 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

Cassady Wealth & Retirement Planning's VEA Position: Q2 2026 in Review

Cassady Wealth & Retirement Planning increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 7.5% in Q2 2026, buying an estimated $571K and bringing the position to 117,852 shares worth $8.4M. The position accounts for 3.9% of the portfolio, ranked #4.

Cassady Wealth & Retirement Planning first reported a position in VEA in Q4 2025 and has held it in 3 quarters since. 2,997 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

  • Cassady Wealth & Retirement Planning held 117,852 shares of Vanguard FTSE Developed Markets ETF worth $8.4M as of Q2 2026.
  • Cassady Wealth & Retirement Planning bought 8,198 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $571K.
  • Vanguard FTSE Developed Markets ETF made up 3.9% of Cassady Wealth & Retirement Planning's portfolio in Q2 2026, its #4 holding.
  • Cassady Wealth & Retirement Planning first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,997 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Cassady Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.