Castle Wealth Management
VEA icon

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

Castle 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
Q3 		$3.19M Sell
45,130
-1,655
-4% -$119K 1% 32
2026
Q2 		$3.33M Sell
46,785
-1,007
-2% -$70.1K 0.99% 33
2026
Q1 		$3.06M Sell
47,792
-307
-0.6% -$20.3K 0.99% 33
2025
Q4 		$3M Sell
48,099
-860
-2% -$52.7K 1% 33
2025
Q3 		$2.93M Sell
48,959
-168
-0.3% -$9.8K 0.99% 33
2025
Q2 		$2.8M Sell
49,127
-2,760
-5% -$148K 1.02% 31
2025
Q1 		$2.64M Sell
51,887
-113
-0.2% -$5.72K 1.03% 32
2024
Q4 		$2.49M Buy
52,000
+1,051
+2% +$52.8K 0.98% 31
2024
Q3 		$2.69M Sell
50,949
-1,813
-3% -$92.2K 1.07% 32
2024
Q2 		$2.61M Sell
52,762
-2,095
-4% -$104K 1.25% 28
2024
Q1 		$2.75M Sell
54,857
-1,177
-2% -$56.8K 1.44% 26
2023
Q4 		$2.68M Sell
56,034
-7,045
-11% -$315K 1.61% 22
2023
Q3 		$2.76M Sell
63,079
-3,043
-5% -$139K 1.97% 18
2023
Q2 		$3.05M Sell
66,122
-18,123
-22% -$834K 2.13% 16
2023
Q1 		$3.81M Sell
84,245
-31,067
-27% -$1.38M 2.95% 10
2022
Q4 		$4.84M Buy
115,312
+563
+0.5% +$22.8K 3.04% 6
2022
Q3 		$4.17M Sell
114,749
-17,028
-13% -$694K 2.53% 7
2022
Q2 		$5.38M Buy
+131,777
New +$5.86M 3.13% 7

Other funds holding VEA

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

Castle Wealth Management's VEA Position: Q3 2026 in Review

Castle Wealth Management reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 3.5% in Q3 2026, selling an estimated $119K and leaving 45,130 shares worth $3.19M. The position accounts for 1% of the portfolio, ranked #32.

Castle Wealth Management first reported a position in VEA in Q2 2022 and has held it in 18 quarters since. The position peaked at $5.38M in Q2 2022. 2,517 funds tracked by Wall St. Rank hold VEA as of Q3 2026.

  • Castle Wealth Management held 45,130 shares of Vanguard FTSE Developed Markets ETF worth $3.19M as of Q3 2026.
  • Castle Wealth Management sold 1,655 Vanguard FTSE Developed Markets ETF shares in Q3 2026, an estimated $119K.
  • Vanguard FTSE Developed Markets ETF made up 1% of Castle Wealth Management's portfolio in Q3 2026, its #32 holding.
  • Castle Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2022 and has held it in 18 quarters since.
  • Castle Wealth Management's Vanguard FTSE Developed Markets ETF position peaked at $5.38M in Q2 2022.
  • 2,517 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2026.

Based on Castle Wealth Management's 13F filing for Q3 2026, filed 10 Nov 2026.