Donaldson Capital Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Donaldson Capital 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 Q1	$420K	Sell	6,556 -1	-0%	-$66	0.01%	185
2025 Q4	$410K	Sell	6,557 -1,995	-23%	-$122K	0.01%	188
2025 Q3	$512K	Sell	8,552 -6,184	-42%	-$360K	0.02%	177
2025 Q2	$840K	Sell	14,736 -2,038	-12%	-$109K	0.03%	145
2025 Q1	$853K	Buy	+16,774	New	+$849K	0.03%	142
2024 Q4	–	Sell	-3,994	Closed	-$211K	–	224
2024 Q3	$211K	Buy	+3,994	New	+$203K	0.01%	205

Other funds holding VEA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Donaldson Capital Management's VEA Position: Q1 2026 in Review

Donaldson Capital Management reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 0.02% in Q1 2026, selling an estimated $66 and leaving 6,556 shares worth $420K. The position accounts for 0.01% of the portfolio, ranked #185.

Donaldson Capital Management first reported a position in VEA in Q3 2024 and has held it in 6 quarters since. The position peaked at $853K in Q1 2025. 2,891 funds tracked by Wall St. Rank hold VEA as of Q1 2026.

Donaldson Capital Management held 6,556 shares of Vanguard FTSE Developed Markets ETF worth $420K as of Q1 2026.
Donaldson Capital Management sold 1 Vanguard FTSE Developed Markets ETF share in Q1 2026, an estimated $66.
Vanguard FTSE Developed Markets ETF made up 0.01% of Donaldson Capital Management's portfolio in Q1 2026, its #185 holding.
Donaldson Capital Management first reported a position in Vanguard FTSE Developed Markets ETF in Q3 2024 and has held it in 6 quarters since.
Donaldson Capital Management's Vanguard FTSE Developed Markets ETF position peaked at $853K in Q1 2025.
2,891 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2026.

Based on Donaldson Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.