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

Davies 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
2025
Q3 		– Sell
-3,516
Closed -$200K – 77
2025
Q2 		$200K Sell
3,516
-1,228
-26% -$65.8K 0.16% 76
2025
Q1 		$241K Buy
+4,744
New +$240K 0.21% 58

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 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

Davies Financial Advisors's VEA Position: Q3 2025 in Review

Davies Financial Advisors sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q3 2025, closing a stake of 3,516 shares — an estimated $200K sold.

Davies Financial Advisors first reported a position in VEA in Q1 2025 and held it in 2 quarters. The position peaked at $241K in Q1 2025. 2,573 funds tracked by Wall St. Rank hold VEA as of Q3 2025.

  • Davies Financial Advisors reported no remaining Vanguard FTSE Developed Markets ETF position as of Q3 2025 after selling out during the quarter.
  • Davies Financial Advisors sold 3,516 Vanguard FTSE Developed Markets ETF shares in Q3 2025, an estimated $200K.
  • Davies Financial Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2025 and held it in 2 quarters.
  • Davies Financial Advisors's Vanguard FTSE Developed Markets ETF position peaked at $241K in Q1 2025.
  • 2,573 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2025.

Based on Davies Financial Advisors's 13F filing for Q3 2025, filed 15 Oct 2025.