GoalVest Advisory’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

GoalVest 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	$111K	Sell	1,563 -854	-35%	-$59.5K	0.02%	153
2026 Q1	$155K	Sell	2,417 -371	-13%	-$24.5K	0.03%	156
2025 Q4	$174K	Buy	2,788 +85	+3%	+$5.21K	0.03%	155
2025 Q3	$162K	Hold	2,703	–	–	0.03%	145
2025 Q2	$154K	Sell	2,703 -54	-2%	-$2.89K	0.04%	149
2025 Q1	$140K	Sell	2,757 -119	-4%	-$6.02K	0.04%	136
2024 Q4	$138K	Sell	2,876 -50	-2%	-$2.51K	0.04%	134
2024 Q3	$155K	Sell	2,926 -835	-22%	-$42.5K	0.04%	124
2024 Q2	$186K	Sell	3,761 -103	-3%	-$5.13K	0.06%	105
2024 Q1	$194K	Sell	3,864 -169	-4%	-$8.16K	0.06%	105
2023 Q4	$193K	Sell	4,033 -1,914	-32%	-$85.7K	0.09%	66
2023 Q3	$260K	Buy	5,947 +28	+0.5%	+$1.28K	0.13%	66
2023 Q2	$273K	Buy	5,919 +1,110	+23%	+$51.1K	0.14%	69
2023 Q1	$217K	Buy	4,809 +1,114	+30%	+$49.6K	0.13%	65
2022 Q4	$155K	Sell	3,695 -10	-0.3%	-$405	0.1%	82
2022 Q3	$135K	Sell	3,705 -1,289	-26%	-$52.5K	0.09%	86
2022 Q2	$200K	Sell	4,994 -116	-2%	-$5.16K	0.13%	112
2022 Q1	$245K	Buy	+5,110	New	+$249K	0.14%	105
2021 Q2	$62K	Buy	+1,201	New	+$62K	0.04%	144

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

GoalVest Advisory's VEA Position: Q2 2026 in Review

GoalVest Advisory reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 35% in Q2 2026, selling an estimated $59.5K and leaving 1,563 shares worth $111K. The position accounts for 0.02% of the portfolio, ranked #153.

GoalVest Advisory first reported a position in VEA in Q2 2021 and has held it in 19 quarters since. The position peaked at $273K in Q2 2023. 2,997 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

GoalVest Advisory held 1,563 shares of Vanguard FTSE Developed Markets ETF worth $111K as of Q2 2026.
GoalVest Advisory sold 854 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $59.5K.
Vanguard FTSE Developed Markets ETF made up 0.02% of GoalVest Advisory's portfolio in Q2 2026, its #153 holding.
GoalVest Advisory first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2021 and has held it in 19 quarters since.
GoalVest Advisory's Vanguard FTSE Developed Markets ETF position peaked at $273K in Q2 2023.
2,997 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.