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

ClientFirst 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	$2.78M	Hold	38,974	–	–	2.28%	8
2026 Q1	$2.5M	Buy	38,974 +500	+1%	+$33K	2.11%	8
2025 Q4	$2.4M	Sell	38,474 -438	-1%	-$26.8K	1.93%	8
2025 Q3	$2.33M	Hold	38,912	–	–	1.87%	8
2025 Q2	$2.22M	Buy	38,912 +200	+0.5%	+$10.7K	2.27%	8
2025 Q1	$1.97M	Buy	38,712 +2,000	+5%	+$101K	2.23%	9
2024 Q4	$1.76M	Buy	+36,712	New	+$1.84M	1.78%	10
2023 Q3	$1.34M	Buy	30,312 +7,278	+32%	+$333K	1.62%	9
2023 Q2	$1.09M	Buy	23,034 +2,602	+13%	+$120K	1.29%	10
2023 Q1	$936K	Hold	20,432	–	–	1.25%	12
2022 Q4	$858K	Sell	20,432 -4,500	-18%	-$182K	1.09%	12
2022 Q3	$1.04M	Sell	24,932 -1,300	-5%	-$53K	1.29%	11
2022 Q2	$1.07M	Buy	26,232 +200	+0.8%	+$8.89K	1.63%	12
2022 Q1	$1.25M	Hold	26,032	–	–	1.15%	12
2021 Q4	$1.25M	Buy	+26,032	New	+$1.34M	1.12%	12

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

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

ClientFirst Wealth Management held its Vanguard FTSE Developed Markets ETF (VEA) position steady in Q2 2026 at 38,974 shares worth $2.78M. The position accounts for 2.28% of the portfolio, ranked #8.

ClientFirst Wealth Management first reported a position in VEA in Q4 2021 and has held it in 15 quarters since. 2,997 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

ClientFirst Wealth Management held 38,974 shares of Vanguard FTSE Developed Markets ETF worth $2.78M as of Q2 2026.
ClientFirst Wealth Management left its Vanguard FTSE Developed Markets ETF share count unchanged in Q2 2026.
Vanguard FTSE Developed Markets ETF made up 2.28% of ClientFirst Wealth Management's portfolio in Q2 2026, its #8 holding.
ClientFirst Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2021 and has held it in 15 quarters since.
2,997 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on ClientFirst Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.