Financial Synergies Wealth Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Financial Synergies Wealth Advisors’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	$62M	Sell	869,861 -41,607	-5%	-$2.9M	5.25%	6
2026 Q1	$58.4M	Sell	911,468 -14,808	-2%	-$977K	5.57%	6
2025 Q4	$57.9M	Buy	926,276 +17,515	+2%	+$1.07M	5.59%	6
2025 Q3	$54.5M	Buy	908,761 +8,749	+1%	+$510K	5.51%	6
2025 Q2	$51.3M	Sell	900,012 -340	-0%	-$18.2K	5.59%	7
2025 Q1	$45.8M	Buy	900,352 +27,816	+3%	+$1.41M	5.57%	6
2024 Q4	$41.7M	Buy	872,536 +33,588	+4%	+$1.69M	5.18%	7
2024 Q3	$44.3M	Buy	838,948 +16,759	+2%	+$852K	5.5%	7
2024 Q2	$40.6M	Buy	822,189 +17,327	+2%	+$862K	5.47%	7
2024 Q1	$40.4M	Buy	804,862 +24,493	+3%	+$1.18M	5.3%	7
2023 Q4	$32.8M	Sell	780,369 -2,033	-0.3%	-$91K	5.07%	7
2023 Q3	$34.2M	Buy	782,402 +16,155	+2%	+$739K	4.94%	8
2023 Q2	$35.4M	Sell	766,247 -6,895	-0.9%	-$317K	4.96%	8
2023 Q1	$34.9M	Sell	773,142 -7,227	-0.9%	-$322K	5.12%	8
2022 Q4	$32.8M	Sell	780,369 -61,470	-7%	-$2.49M	5.07%	7
2022 Q3	$30.6M	Buy	841,839 +33,073	+4%	+$1.35M	5.26%	6
2022 Q2	$33M	Buy	808,766 +62,152	+8%	+$2.76M	5.37%	7
2022 Q1	$35.9M	Buy	746,614 +10,229	+1%	+$498K	5.64%	7
2021 Q4	$37.6M	Buy	736,385 +10,720	+1%	+$550K	5.15%	8
2021 Q3	$36.6M	Buy	725,665 +11,188	+2%	+$582K	5.01%	9
2021 Q2	$36.8M	Buy	714,477 +29,229	+4%	+$1.51M	5.02%	9
2021 Q1	$33.7M	Buy	685,248 +24,004	+4%	+$1.17M	4.89%	9
2020 Q4	$31.2M	Buy	661,244 +251,638	+61%	+$11.1M	4.86%	9
2020 Q3	$16.8M	Buy	409,606 +116,836	+40%	+$4.79M	4.29%	6
2020 Q2	$11.4M	Sell	292,770 -75,287	-20%	-$2.75M	3.85%	7
2020 Q1	$12.3M	Buy	368,057 +21,579	+6%	+$866K	6.98%	4
2019 Q4	$15.3M	Buy	346,478 +15,779	+5%	+$673K	6.86%	4
2019 Q3	$13.6M	Buy	330,699 +9,478	+3%	+$387K	6.63%	4
2019 Q2	$13.4M	Buy	321,221 +12,601	+4%	+$519K	6.73%	4
2019 Q1	$12.6M	Buy	+308,620	New	+$12.3M	6.7%	4

Other funds holding VEA

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 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

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Financial Synergies Wealth Advisors's VEA Position: Q2 2026 in Review

Financial Synergies Wealth Advisors reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 4.6% in Q2 2026, selling an estimated $2.9M and leaving 869,861 shares worth $62M. The position accounts for 5.25% of the portfolio, ranked #6.

Financial Synergies Wealth Advisors first reported a position in VEA in Q1 2019 and has held it in 30 quarters since. 1,219 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

Financial Synergies Wealth Advisors held 869,861 shares of Vanguard FTSE Developed Markets ETF worth $62M as of Q2 2026.
Financial Synergies Wealth Advisors sold 41,607 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $2.9M.
Vanguard FTSE Developed Markets ETF made up 5.25% of Financial Synergies Wealth Advisors's portfolio in Q2 2026, its #6 holding.
Financial Synergies Wealth Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2019 and has held it in 30 quarters since.
1,219 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.