DWR Wealth Management
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
Q3 		$9.43M Sell
132,473
-675
-0.5% -$48.4K 6.53% 6
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

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Facet Wealth Inc
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Commonwealth Equity Services
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Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
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US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

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

DWR Wealth Management reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 0.51% in Q3 2026, selling an estimated $48.4K and leaving 132,473 shares worth $9.43M. The position accounts for 6.53% of the portfolio, ranked #6.

DWR Wealth Management first reported a position in VEA in Q4 2025 and has held it in 4 quarters since. The position peaked at $9.44M in Q2 2026. 1,986 funds tracked by Wall St. Rank hold VEA as of Q3 2026.

  • DWR Wealth Management held 132,473 shares of Vanguard FTSE Developed Markets ETF worth $9.43M as of Q3 2026.
  • DWR Wealth Management sold 675 Vanguard FTSE Developed Markets ETF shares in Q3 2026, an estimated $48.4K.
  • Vanguard FTSE Developed Markets ETF made up 6.53% of DWR Wealth Management's portfolio in Q3 2026, its #6 holding.
  • DWR Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2025 and has held it in 4 quarters since.
  • DWR Wealth Management's Vanguard FTSE Developed Markets ETF position peaked at $9.44M in Q2 2026.
  • 1,986 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2026.

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