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Heritage Financial Services’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Heritage Financial Services’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
2025
Q4 		$1.23M Buy
19,673
+466
+2% +$28.5K 0.1% 41
2025
Q3 		$1.15M Sell
19,207
-2,324
-11% -$135K 0.1% 42
2025
Q2 		$1.23M Buy
21,531
+392
+2% +$21K 0.12% 41
2025
Q1 		$1.07M Buy
21,139
+492
+2% +$24.9K 0.11% 43
2024
Q4 		$987K Buy
20,647
+4,314
+26% +$217K 0.13% 42
2024
Q3 		$863K Sell
16,333
-614
-4% -$31.2K 0.11% 43
2024
Q2 		$838K Sell
16,947
-819
-5% -$40.8K 0.12% 41
2024
Q1 		$891K Buy
17,766
+133
+0.8% +$6.42K 0.13% 42
2023
Q4 		$845K Buy
17,633
+8,535
+94% +$382K 0.14% 43
2023
Q3 		$398K Sell
9,098
-3,311
-27% -$152K 0.08% 55
2023
Q2 		$573K Buy
12,409
+2,716
+28% +$125K 0.11% 44
2023
Q1 		$438K Sell
9,693
-4,658
-32% -$208K 0.1% 50
2022
Q4 		$602K Buy
+14,351
New +$581K 0.15% 38
2022
Q3 		– Sell
-629
Closed -$25K – 463
2022
Q2 		$25K Sell
629
-21,820
-97% -$970K 0.01% 225
2022
Q1 		$1.08M Buy
22,449
+16,067
+252% +$782K 0.7% 19
2021
Q4 		$325K Buy
+6,382
New +$328K 0.25% 55

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
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

Heritage Financial Services's VEA Position: Q4 2025 in Review

Heritage Financial Services increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 2.4% in Q4 2025, buying an estimated $28.5K and bringing the position to 19,673 shares worth $1.23M. The position accounts for 0.1% of the portfolio, ranked #41.

Heritage Financial Services first reported a position in VEA in Q4 2021 and has held it in 16 quarters since. 2,831 funds tracked by Wall St. Rank hold VEA as of Q4 2025.

  • Heritage Financial Services held 19,673 shares of Vanguard FTSE Developed Markets ETF worth $1.23M as of Q4 2025.
  • Heritage Financial Services bought 466 Vanguard FTSE Developed Markets ETF shares in Q4 2025, an estimated $28.5K.
  • Vanguard FTSE Developed Markets ETF made up 0.1% of Heritage Financial Services's portfolio in Q4 2025, its #41 holding.
  • Heritage Financial Services first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2021 and has held it in 16 quarters since.
  • 2,831 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2025.

Based on Heritage Financial Services's 13F filing for Q4 2025, filed 2 Feb 2026.