DWM
VEA icon

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

DWR 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
Q2 		$9.44M Sell
133,148
-7,867
-6% -$548K 7.07% 4
2026
Q1 		$8.75M Sell
141,015
-2,468
-2% -$163K 7.61% 4
2025
Q4 		$9.01M Buy
+143,483
New +$8.79M 8.36% 4

Other funds holding VEA

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

DWR Wealth Management's VEA Position: Q2 2026 in Review

DWR Wealth Management reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 5.6% in Q2 2026, selling an estimated $548K and leaving 133,148 shares worth $9.44M. The position accounts for 7.07% of the portfolio, ranked #4.

DWR Wealth Management first reported a position in VEA in Q4 2025 and has held it in 3 quarters since. 1,051 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

  • DWR Wealth Management held 133,148 shares of Vanguard FTSE Developed Markets ETF worth $9.44M as of Q2 2026.
  • DWR Wealth Management sold 7,867 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $548K.
  • Vanguard FTSE Developed Markets ETF made up 7.07% of DWR Wealth Management's portfolio in Q2 2026, its #4 holding.
  • DWR Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,051 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on DWR Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.