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Golden State Wealth Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Golden State Wealth 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 		$1.36M Sell
19,106
-191
-1% -$13.3K 0.12% 164
2026
Q1 		$1.24M Sell
19,297
-438
-2% -$28.9K 0.14% 143
2025
Q4 		$1.23M Buy
19,735
+384
+2% +$23.5K 0.13% 134
2025
Q3 		$1.16M Buy
19,351
+520
+3% +$30.3K 0.13% 133
2025
Q2 		$1.07M Sell
18,831
-346
-2% -$18.5K 0.13% 134
2025
Q1 		$975K Sell
19,177
-3,934
-17% -$199K 0.14% 126
2024
Q4 		$1.11M Buy
+23,111
New +$1.16M 0.17% 105
2022
Q1 		$789K Buy
16,429
+1,020
+7% +$49.6K 0.15% 130
2021
Q4 		$787K Buy
15,409
+625
+4% +$32.1K 0.14% 157
2021
Q3 		$746K Sell
14,784
-2,012
-12% -$105K 0.16% 125
2021
Q2 		$865K Buy
16,796
+629
+4% +$32.5K 0.19% 107
2021
Q1 		$793K Buy
16,167
+823
+5% +$40.2K 0.26% 69
2020
Q4 		$724K Buy
15,344
+380
+3% +$16.7K 0.21% 94
2020
Q3 		$612K Buy
+14,964
New +$614K 0.2% 79
2020
Q2 		– Sell
-21,108
Closed -$704K – 876
2020
Q1 		$704K Buy
+21,108
New +$847K 0.31% 55
2019
Q4 		– Sell
-11,750
Closed -$483K – 906
2019
Q3 		$483K Buy
11,750
+121
+1% +$4.94K 0.16% 112
2019
Q2 		$485K Buy
11,629
+320
+3% +$13.2K 0.15% 120
2019
Q1 		$462K Buy
+11,309
New +$452K 0.15% 124

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Golden State Wealth Management's VEA Position: Q2 2026 in Review

Golden State Wealth Management reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 0.99% in Q2 2026, selling an estimated $13.3K and leaving 19,106 shares worth $1.36M. The position accounts for 0.12% of the portfolio, ranked #164.

Golden State Wealth Management first reported a position in VEA in Q1 2019 and has held it in 18 quarters since. 2,985 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

  • Golden State Wealth Management held 19,106 shares of Vanguard FTSE Developed Markets ETF worth $1.36M as of Q2 2026.
  • Golden State Wealth Management sold 191 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $13.3K.
  • Vanguard FTSE Developed Markets ETF made up 0.12% of Golden State Wealth Management's portfolio in Q2 2026, its #164 holding.
  • Golden State Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2019 and has held it in 18 quarters since.
  • 2,985 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.