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Elwood & Goetz Wealth Advisory Group’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Elwood & Goetz Wealth Advisory Group’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 		$105M Buy
1,480,541
+82,177
+6% +$5.72M 15.61% 1
2026
Q1 		$89.6M Buy
1,398,364
+1,597
+0.1% +$105K 15.21% 1
2025
Q4 		$87.3M Buy
1,396,767
+59,682
+4% +$3.66M 15.34% 1
2025
Q3 		$80.1M Buy
1,337,085
+88,824
+7% +$5.18M 15.38% 2
2025
Q2 		$71.2M Sell
1,248,261
-10,230
-0.8% -$548K 15.38% 2
2025
Q1 		$64M Buy
1,258,491
+22,976
+2% +$1.16M 15.63% 2
2024
Q4 		$59.1M Buy
1,235,515
+63,762
+5% +$3.2M 14.41% 2
2024
Q3 		$61.9M Buy
1,171,753
+79,248
+7% +$4.03M 15.32% 2
2024
Q2 		$54M Buy
1,092,505
+42,045
+4% +$2.09M 15.33% 2
2024
Q1 		$52.7M Buy
1,050,460
+9,083
+0.9% +$439K 12.79% 2
2023
Q4 		$49.9M Buy
1,041,377
+8,217
+0.8% +$368K 10.54% 2
2023
Q3 		$45.2M Sell
1,033,160
-42,948
-4% -$1.97M 10.47% 2
2023
Q2 		$49.7M Buy
1,076,108
+17,548
+2% +$807K 11.32% 2
2023
Q1 		$47.8M Buy
1,058,560
+61,228
+6% +$2.73M 11.41% 2
2022
Q4 		$41.9M Buy
997,332
+121,953
+14% +$4.94M 12.76% 1
2022
Q3 		$31.8M Buy
875,379
+94,142
+12% +$3.84M 10.75% 1
2022
Q2 		$31.9M Sell
781,237
-1,016
-0.1% -$45.2K 10.65% 1
2022
Q1 		$37.6M Buy
782,253
+29,878
+4% +$1.45M 11.66% 1
2021
Q4 		$38.4M Buy
752,375
+29,775
+4% +$1.53M 11.96% 1
2021
Q3 		$36.5M Buy
722,600
+77,257
+12% +$4.02M 12.59% 1
2021
Q2 		$33.2M Buy
645,343
+26,832
+4% +$1.39M 12.5% 2
2021
Q1 		$30.4M Buy
618,511
+36,951
+6% +$1.81M 12.6% 2
2020
Q4 		$27.5M Buy
581,560
+48,192
+9% +$2.12M 12.54% 2
2020
Q3 		$21.8M Buy
533,368
+383,452
+256% +$15.7M 11.76% 2
2020
Q2 		$5.82M Buy
149,916
+42,989
+40% +$1.57M 3.55% 9
2020
Q1 		$3.56M Buy
106,927
+89,878
+527% +$3.61M 2.66% 9
2019
Q4 		$751K Sell
17,049
-119
-0.7% -$5.07K 0.54% 16
2019
Q3 		$705K Hold
17,168
– – 0.56% 17
2019
Q2 		$716K Buy
17,168
+4,267
+33% +$176K 0.61% 17
2019
Q1 		$527K Sell
12,901
-611
-5% -$24.4K 0.48% 17
2018
Q4 		$501K Buy
+13,512
New +$535K 0.53% 18

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Elwood & Goetz Wealth Advisory Group's VEA Position: Q2 2026 in Review

Elwood & Goetz Wealth Advisory Group increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 5.9% in Q2 2026, buying an estimated $5.72M and bringing the position to 1,480,541 shares worth $105M. The position accounts for 15.61% of the portfolio, ranked #1.

Elwood & Goetz Wealth Advisory Group first reported a position in VEA in Q4 2018 and has held it in 31 quarters since. 2,997 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

  • Elwood & Goetz Wealth Advisory Group held 1,480,541 shares of Vanguard FTSE Developed Markets ETF worth $105M as of Q2 2026.
  • Elwood & Goetz Wealth Advisory Group bought 82,177 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $5.72M.
  • Vanguard FTSE Developed Markets ETF made up 15.61% of Elwood & Goetz Wealth Advisory Group's portfolio in Q2 2026, its #1 holding.
  • Elwood & Goetz Wealth Advisory Group first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2018 and has held it in 31 quarters since.
  • 2,997 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.