FFWA
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Forthright Family Wealth Advisory’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Forthright Family Wealth Advisory’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 		$807K Sell
11,325
-17,919
-61% -$1.25M 0.46% 30
2026
Q1 		$1.47M Buy
29,244
+15,779
+117% +$1.04M 0.98% 24
2025
Q4 		$841K Sell
13,465
-719
-5% -$44K 0.53% 29
2025
Q3 		$850K Sell
14,184
-1,136
-7% -$66.2K 0.52% 34
2025
Q2 		$873K Sell
15,320
-7,153
-32% -$383K 0.55% 27
2025
Q1 		$1.14M Sell
22,473
-4,690
-17% -$237K 0.75% 26
2024
Q4 		$1.3M Sell
27,163
-1,222
-4% -$61.4K 0.84% 24
2024
Q3 		$1.44M Sell
28,385
-1,608
-5% -$81.8K 0.93% 22
2024
Q2 		$1.48M Buy
29,993
+749
+3% +$37.3K 0.96% 25
2024
Q1 		$1.47M Buy
29,244
+3,211
+12% +$155K 0.98% 24
2023
Q4 		$1.25M Buy
+26,033
New +$1.17M 0.98% 23

Other funds holding VEA

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Commonwealth Equity Services
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
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
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Forthright Family Wealth Advisory's VEA Position: Q2 2026 in Review

Forthright Family Wealth Advisory reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 61% in Q2 2026, selling an estimated $1.25M and leaving 11,325 shares worth $807K. The position accounts for 0.46% of the portfolio, ranked #30.

Forthright Family Wealth Advisory first reported a position in VEA in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.48M in Q2 2024. 1,588 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

  • Forthright Family Wealth Advisory held 11,325 shares of Vanguard FTSE Developed Markets ETF worth $807K as of Q2 2026.
  • Forthright Family Wealth Advisory sold 17,919 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $1.25M.
  • Vanguard FTSE Developed Markets ETF made up 0.46% of Forthright Family Wealth Advisory's portfolio in Q2 2026, its #30 holding.
  • Forthright Family Wealth Advisory first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2023 and has held it in 11 quarters since.
  • Forthright Family Wealth Advisory's Vanguard FTSE Developed Markets ETF position peaked at $1.48M in Q2 2024.
  • 1,588 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Forthright Family Wealth Advisory's 13F filing for Q2 2026, filed 16 Jul 2026.