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

Frisch Financial 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	$326K	Hold	4,582	–	–	0.06%	139
2026 Q1	$294K	Buy	4,582 +287	+7%	+$18.9K	0.06%	134
2025 Q4	$268K	Hold	4,295	–	–	0.06%	130
2025 Q3	$257K	Hold	4,295	–	–	0.06%	124
2025 Q2	$245K	Hold	4,295	–	–	0.06%	125
2025 Q1	$218K	Sell	4,295 -1,550	-27%	-$78.4K	0.06%	120
2024 Q4	$280K	Sell	5,845 -46	-0.8%	-$2.31K	0.08%	99
2024 Q3	$311K	Buy	5,891 +1,538	+35%	+$78.2K	0.09%	95
2024 Q2	$215K	Sell	4,353 -1,416	-25%	-$70.5K	0.07%	125
2024 Q1	$289K	Sell	5,769 -932	-14%	-$45K	0.1%	97
2023 Q4	$321K	Buy	6,701 +708	+12%	+$31.7K	0.12%	88
2023 Q3	$262K	Sell	5,993 -513	-8%	-$23.5K	0.11%	99
2023 Q2	$300K	Sell	6,506 -3,328	-34%	-$153K	0.14%	87
2023 Q1	$444K	Buy	9,834 +4,445	+82%	+$198K	0.17%	71
2022 Q4	$226K	Buy	+5,389	New	+$218K	0.08%	120
2022 Q3	–	Sell	-5,518	Closed	-$225K	–	129
2022 Q2	$225K	Buy	5,518 +597	+12%	+$26.5K	0.09%	112
2022 Q1	$236K	Buy	4,921 +416	+9%	+$20.2K	0.08%	130
2021 Q4	$229K	Buy	+4,505	New	+$231K	0.07%	140

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

Frisch Financial Group's VEA Position: Q2 2026 in Review

Frisch Financial Group held its Vanguard FTSE Developed Markets ETF (VEA) position steady in Q2 2026 at 4,582 shares worth $326K. The position accounts for 0.06% of the portfolio, ranked #139.

Frisch Financial Group first reported a position in VEA in Q4 2021 and has held it in 18 quarters since. The position peaked at $444K in Q1 2023. 2,992 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

Frisch Financial Group held 4,582 shares of Vanguard FTSE Developed Markets ETF worth $326K as of Q2 2026.
Frisch Financial Group left its Vanguard FTSE Developed Markets ETF share count unchanged in Q2 2026.
Vanguard FTSE Developed Markets ETF made up 0.06% of Frisch Financial Group's portfolio in Q2 2026, its #139 holding.
Frisch Financial Group first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2021 and has held it in 18 quarters since.
Frisch Financial Group's Vanguard FTSE Developed Markets ETF position peaked at $444K in Q1 2023.
2,992 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Frisch Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.