Heritage Investment Group’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Heritage Investment Group’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	$2.21M	Sell	30,999 -117	-0.4%	-$8.15K	0.3%	30
2026 Q1	$1.99M	Sell	31,116 -415	-1%	-$27.4K	0.3%	31
2025 Q4	$1.97M	Sell	31,531 -560	-2%	-$34.3K	0.3%	30
2025 Q3	$1.92M	Buy	32,091 +560	+2%	+$32.6K	0.31%	29
2025 Q2	$1.8M	Buy	31,531 +2,950	+10%	+$158K	0.31%	28
2025 Q1	$1.45M	Buy	28,581 +1,590	+6%	+$80.5K	0.27%	30
2024 Q4	$1.29M	Buy	+26,991	New	+$1.36M	0.24%	29

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

Heritage Investment Group's VEA Position: Q2 2026 in Review

Heritage Investment Group reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 0.38% in Q2 2026, selling an estimated $8.15K and leaving 30,999 shares worth $2.21M. The position accounts for 0.3% of the portfolio, ranked #30.

Heritage Investment Group first reported a position in VEA in Q4 2024 and has held it in 7 quarters since. 2,992 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

Heritage Investment Group held 30,999 shares of Vanguard FTSE Developed Markets ETF worth $2.21M as of Q2 2026.
Heritage Investment Group sold 117 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $8.15K.
Vanguard FTSE Developed Markets ETF made up 0.3% of Heritage Investment Group's portfolio in Q2 2026, its #30 holding.
Heritage Investment Group first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2024 and has held it in 7 quarters since.
2,992 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Heritage Investment Group's 13F filing for Q2 2026, filed 29 Jul 2026.