Defined Wealth Management
VEA icon

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

Defined 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 		$1.45M Sell
20,562
-230
-1% -$16.5K 0.75% 39
2026
Q2 		$1.48M Sell
20,792
-205
-1% -$14.3K 0.76% 37
2026
Q1 		$1.35M Buy
20,997
+561
+3% +$37K 0.79% 31
2025
Q4 		$1.28M Sell
20,436
-118
-0.6% -$7.23K 0.74% 35
2025
Q3 		$1.23M Buy
20,554
+124
+0.6% +$7.23K 0.72% 36
2025
Q2 		$1.16M Sell
20,430
-35
-0.2% -$1.88K 0.72% 38
2025
Q1 		$1.04M Sell
20,465
-96
-0.5% -$4.86K 0.7% 40
2024
Q4 		$983K Buy
20,561
+1,161
+6% +$58.3K 0.65% 41
2024
Q3 		$1.02M Buy
19,400
+312
+2% +$15.9K 0.67% 40
2024
Q2 		$943K Buy
19,088
+470
+3% +$23.4K 0.66% 41
2024
Q1 		$934K Buy
18,618
+1,955
+12% +$94.4K 0.67% 41
2023
Q4 		$798K Buy
16,663
+2,216
+15% +$99.2K 0.61% 45
2023
Q3 		$632K Buy
14,447
+2,889
+25% +$132K 0.54% 48
2023
Q2 		$534K Buy
11,558
+185
+2% +$8.51K 0.45% 56
2023
Q1 		$514K Buy
11,373
+129
+1% +$5.75K 0.48% 56
2022
Q4 		$472K Buy
11,244
+223
+2% +$9.03K 0.44% 61
2022
Q3 		$401K Buy
11,021
+2,006
+22% +$81.7K 0.44% 60
2022
Q2 		$368K Buy
9,015
+1,573
+21% +$69.9K 0.38% 66
2022
Q1 		$357K Buy
7,442
+1,680
+29% +$81.8K 0.31% 71
2021
Q4 		$294K Buy
5,762
+407
+8% +$20.9K 0.24% 81
2021
Q3 		$270K Buy
5,355
+237
+5% +$12.3K 0.24% 84
2021
Q2 		$264K Buy
5,118
+964
+23% +$49.8K 0.23% 84
2021
Q1 		$204K Buy
4,154
+117
+3% +$5.72K 0.19% 92
2020
Q4 		$191K Buy
+4,037
New +$178K 0.19% 92

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CLA (CliftonLarsonAllen) Wealth Advisors
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AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

Defined Wealth Management reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 1.1% in Q3 2026, selling an estimated $16.5K and leaving 20,562 shares worth $1.45M. The position accounts for 0.75% of the portfolio, ranked #39.

Defined Wealth Management first reported a position in VEA in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.48M in Q2 2026. 998 funds tracked by Wall St. Rank hold VEA as of Q3 2026.

  • Defined Wealth Management held 20,562 shares of Vanguard FTSE Developed Markets ETF worth $1.45M as of Q3 2026.
  • Defined Wealth Management sold 230 Vanguard FTSE Developed Markets ETF shares in Q3 2026, an estimated $16.5K.
  • Vanguard FTSE Developed Markets ETF made up 0.75% of Defined Wealth Management's portfolio in Q3 2026, its #39 holding.
  • Defined Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2020 and has held it in 24 quarters since.
  • Defined Wealth Management's Vanguard FTSE Developed Markets ETF position peaked at $1.48M in Q2 2026.
  • 998 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2026.

Based on Defined Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.