Francis Financial’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Francis Financial’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	$203K	Buy	+2,851	New	+$199K	0.03%	133
2025 Q2	–	Sell	-8,574	Closed	-$436K	–	101
2025 Q1	$436K	Sell	8,574 -23,907	-74%	-$1.21M	0.11%	54
2024 Q4	$1.55M	Buy	32,481 +17,354	+115%	+$871K	0.39%	33
2024 Q3	$799K	Buy	15,127 +4,382	+41%	+$223K	0.21%	38
2024 Q2	$531K	Hold	10,745	–	–	0.16%	46
2024 Q1	$539K	Sell	10,745 -516	-5%	-$24.9K	0.17%	39
2023 Q4	$539K	Sell	11,261 -372	-3%	-$16.7K	0.23%	33
2023 Q3	$509K	Sell	11,633 -103	-0.9%	-$4.71K	0.27%	29
2023 Q2	$542K	Sell	11,736 -4,852	-29%	-$223K	0.29%	31
2023 Q1	$749K	Buy	16,588 +2,834	+21%	+$126K	0.51%	21
2022 Q4	$577K	Sell	13,754 -4,536	-25%	-$184K	0.54%	20
2022 Q3	$665K	Sell	18,290 -861	-4%	-$35.1K	0.68%	13
2022 Q2	$800K	Buy	+19,151	New	+$851K	0.71%	14
2018 Q1	$862K	Sell	19,471 -229	-1%	-$10.4K	1.98%	8
2017 Q4	$884K	Buy	+19,700	New	+$870K	1.91%	8

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

Francis Financial's VEA Position: Q2 2026 in Review

Francis Financial opened a new position in Vanguard FTSE Developed Markets ETF (VEA) in Q2 2026: 2,851 shares worth $203K. The stake represents 0.03% of the portfolio and ranks #133 among its holdings. This is a return to the name: Francis Financial previously reported a position in VEA as recently as Q1 2025.

Francis Financial first reported a position in VEA in Q4 2017 and has held it in 15 quarters since. The position peaked at $1.55M in Q4 2024. 3,003 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

Francis Financial held 2,851 shares of Vanguard FTSE Developed Markets ETF worth $203K as of Q2 2026.
Vanguard FTSE Developed Markets ETF was a new Francis Financial position in Q2 2026.
Vanguard FTSE Developed Markets ETF made up 0.03% of Francis Financial's portfolio in Q2 2026, its #133 holding.
Francis Financial first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2017 and has held it in 15 quarters since.
Francis Financial's Vanguard FTSE Developed Markets ETF position peaked at $1.55M in Q4 2024.
3,003 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Francis Financial's 13F filing for Q2 2026, filed 10 Aug 2026.