GeoWealth Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

GeoWealth Management’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	$1.88M	Sell	26,335 -7,655	-23%	-$533K	0.06%	185
2026 Q1	$2.18M	Buy	33,990 +34	+0.1%	+$2.24K	0.08%	153
2025 Q4	$2.12M	Sell	33,956 -3,802	-10%	-$233K	0.08%	155
2025 Q3	$2.26M	Buy	37,758 +22,642	+150%	+$1.32M	0.08%	155
2025 Q2	$862K	Sell	15,116 -31,817	-68%	-$1.7M	0.03%	294
2025 Q1	$2.39M	Buy	46,933 +34,997	+293%	+$1.77M	0.1%	120
2024 Q4	$571K	Buy	11,936 +4,249	+55%	+$213K	0.02%	442
2024 Q3	$406K	Buy	7,687 +3,414	+80%	+$174K	0.01%	513
2024 Q2	$211K	Buy	4,273 +459	+12%	+$22.8K	0.01%	663
2024 Q1	$191K	Buy	3,814 +1,226	+47%	+$59.2K	0.01%	695
2023 Q4	$124K	Sell	2,588 -586	-18%	-$26.2K	0.01%	561
2023 Q3	$139K	Hold	3,174	–	–	0.02%	314
2023 Q2	$147K	Hold	3,174	–	–	0.02%	263
2023 Q1	$143K	Hold	3,174	–	–	0.02%	225
2022 Q4	$133K	Buy	+3,174	New	+$129K	0.01%	264
2019 Q4	–	Sell	-333,755	Closed	-$13.7M	–	215
2019 Q3	$13.7M	Buy	333,755 +326,598	+4,563%	+$13.3M	3.08%	7
2019 Q2	$299K	Buy	+7,157	New	+$295K	0.79%	32

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

GeoWealth Management's VEA Position: Q2 2026 in Review

GeoWealth Management reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 23% in Q2 2026, selling an estimated $533K and leaving 26,335 shares worth $1.88M. The position accounts for 0.06% of the portfolio, ranked #185.

GeoWealth Management first reported a position in VEA in Q2 2019 and has held it in 17 quarters since. The position peaked at $13.7M in Q3 2019. 2,985 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

GeoWealth Management held 26,335 shares of Vanguard FTSE Developed Markets ETF worth $1.88M as of Q2 2026.
GeoWealth Management sold 7,655 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $533K.
Vanguard FTSE Developed Markets ETF made up 0.06% of GeoWealth Management's portfolio in Q2 2026, its #185 holding.
GeoWealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2019 and has held it in 17 quarters since.
GeoWealth Management's Vanguard FTSE Developed Markets ETF position peaked at $13.7M in Q3 2019.
2,985 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.