CWS Financial Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

CWS Financial 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	$848K	Sell	11,900 -740	-6%	-$51.5K	0.19%	72
2026 Q1	$810K	Buy	12,640 +1,577	+14%	+$104K	0.21%	67
2025 Q4	$691K	Buy	11,063 +1,619	+17%	+$99.2K	0.19%	73
2025 Q3	$566K	Buy	9,444 +757	+9%	+$44.1K	0.16%	75
2025 Q2	$495K	Buy	8,687 +15	+0.2%	+$803	0.14%	83
2025 Q1	$441K	Buy	8,672 +8	+0.1%	+$405	0.14%	83
2024 Q4	$414K	Buy	8,664 +429	+5%	+$21.5K	0.13%	86
2024 Q3	$435K	Buy	8,235 +8	+0.1%	+$407	0.15%	75
2024 Q2	$407K	Sell	8,227 -282	-3%	-$14K	0.16%	69
2024 Q1	$427K	Buy	+8,509	New	+$411K	0.17%	64
2022 Q3	–	Sell	-3,154	Closed	-$129K	–	163
2022 Q2	$129K	Buy	+3,154	New	+$140K	0.06%	155

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

CWS Financial Advisors's VEA Position: Q2 2026 in Review

CWS Financial Advisors reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 5.9% in Q2 2026, selling an estimated $51.5K and leaving 11,900 shares worth $848K. The position accounts for 0.19% of the portfolio, ranked #72.

CWS Financial Advisors first reported a position in VEA in Q2 2022 and has held it in 11 quarters since. 2,997 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

CWS Financial Advisors held 11,900 shares of Vanguard FTSE Developed Markets ETF worth $848K as of Q2 2026.
CWS Financial Advisors sold 740 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $51.5K.
Vanguard FTSE Developed Markets ETF made up 0.19% of CWS Financial Advisors's portfolio in Q2 2026, its #72 holding.
CWS Financial Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2022 and has held it in 11 quarters since.
2,997 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on CWS Financial Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.