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Golden State Equity Partners’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Golden State Equity Partners’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 		$71.8K Sell
1,008
-56,793
-98% -$3.96M 0.19% 69
2026
Q1 		$3.7M Buy
57,801
+43,349
+300% +$2.86M 0.28% 72
2025
Q4 		$903K Buy
14,452
+1,736
+14% +$106K 0.15% 163
2025
Q3 		$762K Buy
12,716
+90
+0.7% +$5.25K 0.13% 190
2025
Q2 		$720K Sell
12,626
-1,170
-8% -$62.7K 0.13% 189
2025
Q1 		$701K Buy
13,796
+3,465
+34% +$175K 0.14% 181
2024
Q4 		$494K Buy
10,331
+9,893
+2,259% +$497K 0.09% 237
2024
Q3 		$23.1K Sell
438
-10,224
-96% -$520K 0.01% 495
2024
Q2 		$527K Buy
+10,662
New +$530K 0.11% 201
2023
Q4 		$510K Buy
10,644
+295
+3% +$13.2K 0.12% 188
2023
Q3 		$452K Buy
10,349
+51
+0.5% +$2.33K 0.13% 179
2023
Q2 		$476K Buy
+10,298
New +$474K 0.13% 185

Other funds holding VEA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Golden State Equity Partners's VEA Position: Q2 2026 in Review

Golden State Equity Partners reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 98% in Q2 2026, selling an estimated $3.96M and leaving 1,008 shares worth $71.8K. The position accounts for 0.19% of the portfolio, ranked #69.

Golden State Equity Partners first reported a position in VEA in Q2 2023 and has held it in 12 quarters since. The position peaked at $3.7M in Q1 2026. 1,615 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

  • Golden State Equity Partners held 1,008 shares of Vanguard FTSE Developed Markets ETF worth $71.8K as of Q2 2026.
  • Golden State Equity Partners sold 56,793 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $3.96M.
  • Vanguard FTSE Developed Markets ETF made up 0.19% of Golden State Equity Partners's portfolio in Q2 2026, its #69 holding.
  • Golden State Equity Partners first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2023 and has held it in 12 quarters since.
  • Golden State Equity Partners's Vanguard FTSE Developed Markets ETF position peaked at $3.7M in Q1 2026.
  • 1,615 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.