PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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	$259K	Buy	3,635 +8	+0.2%	+$557	0.07%	155
2026 Q1	$232K	Buy	3,627 +2,243	+162%	+$148K	0.07%	153
2025 Q4	$86.5K	Buy	1,384 +476	+52%	+$29.2K	0.03%	247
2025 Q3	$54.5K	Buy	908 +4	+0.4%	+$233	0.02%	265
2025 Q2	$51.6K	Buy	904 +692	+326%	+$37.1K	0.02%	264
2025 Q1	$10.8K	Buy	+212	New	+$10.7K	﹤0.01%	357

Other funds holding VEA

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

NHC

Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s VEA Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 0.22% in Q2 2026, buying an estimated $557 and bringing the position to 3,635 shares worth $259K. The position accounts for 0.07% of the portfolio, ranked #155.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in VEA in Q1 2025 and has held it in 6 quarters since. 2,118 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 3,635 shares of Vanguard FTSE Developed Markets ETF worth $259K as of Q2 2026.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 8 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $557.
Vanguard FTSE Developed Markets ETF made up 0.07% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #155 holding.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2025 and has held it in 6 quarters since.
2,118 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.