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

Dynasty 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	$14.9M	Buy	209,011 +26,941	+15%	+$1.88M	0.11%	62
2026 Q1	$11.7M	Sell	182,070 -44,691	-20%	-$2.95M	0.1%	63
2025 Q4	$14.2M	Sell	226,761 -24,729	-10%	-$1.51M	0.14%	61
2025 Q3	$15.1M	Buy	251,490 +75,612	+43%	+$4.41M	0.2%	49
2025 Q2	$10M	Buy	+175,878	New	+$9.42M	0.17%	45
2025 Q1	–	Sell	-182,253	Closed	-$8.72M	–	266
2024 Q4	$8.72M	Buy	182,253 +5,679	+3%	+$285K	0.15%	49
2024 Q3	$9.32M	Buy	176,574 +2,113	+1%	+$107K	0.28%	32
2024 Q2	$8.62M	Buy	174,461 +7,608	+5%	+$379K	0.25%	39
2024 Q1	$8.37M	Buy	+166,853	New	+$8.06M	0.27%	35
2018 Q4	$209K	Sell	5,641 -54,677	-91%	-$2.16M	27.5%	2
2018 Q3	$2.61M	Sell	60,318 -8,063	-12%	-$348K	3.36%	7
2018 Q2	$2.93M	Buy	68,381 +5,400	+9%	+$241K	6.07%	4
2018 Q1	$2.79M	Sell	62,981 -9,276	-13%	-$421K	1.17%	3
2017 Q4	$3.24M	Buy	+72,257	New	+$3.19M	5.6%	2

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

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

Dynasty Wealth Management increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 15% in Q2 2026, buying an estimated $1.88M and bringing the position to 209,011 shares worth $14.9M. The position accounts for 0.11% of the portfolio, ranked #62.

Dynasty Wealth Management first reported a position in VEA in Q4 2017 and has held it in 14 quarters since. The position peaked at $15.1M in Q3 2025. 2,991 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

Dynasty Wealth Management held 209,011 shares of Vanguard FTSE Developed Markets ETF worth $14.9M as of Q2 2026.
Dynasty Wealth Management bought 26,941 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $1.88M.
Vanguard FTSE Developed Markets ETF made up 0.11% of Dynasty Wealth Management's portfolio in Q2 2026, its #62 holding.
Dynasty Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2017 and has held it in 14 quarters since.
Dynasty Wealth Management's Vanguard FTSE Developed Markets ETF position peaked at $15.1M in Q3 2025.
2,991 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.