Duncan Williams Asset Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Duncan Williams Asset 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	$13.5M	Buy	189,403 +5,565	+3%	+$388K	3.04%	8
2026 Q1	$11.8M	Buy	183,838 +1,948	+1%	+$129K	3.27%	6
2025 Q4	$12.2M	Buy	181,890 +53,209	+41%	+$3.26M	3.02%	7
2025 Q3	$7.71M	Buy	128,681 +20,398	+19%	+$1.19M	2.17%	11
2025 Q2	$6.17M	Buy	108,283 +4,912	+5%	+$263K	1.95%	12
2025 Q1	$5.25M	Buy	103,371 +25,087	+32%	+$1.27M	1.9%	12
2024 Q4	$3.74M	Buy	+78,284	New	+$3.93M	1.47%	14

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

Duncan Williams Asset Management's VEA Position: Q2 2026 in Review

Duncan Williams Asset Management increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 3% in Q2 2026, buying an estimated $388K and bringing the position to 189,403 shares worth $13.5M. The position accounts for 3.04% of the portfolio, ranked #8.

Duncan Williams Asset Management first reported a position in VEA in Q4 2024 and has held it in 7 quarters since. 2,992 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

Duncan Williams Asset Management held 189,403 shares of Vanguard FTSE Developed Markets ETF worth $13.5M as of Q2 2026.
Duncan Williams Asset Management bought 5,565 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $388K.
Vanguard FTSE Developed Markets ETF made up 3.04% of Duncan Williams Asset Management's portfolio in Q2 2026, its #8 holding.
Duncan Williams Asset Management first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2024 and has held it in 7 quarters since.
2,992 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Duncan Williams Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.