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Heritage Wealth Management (California)’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Heritage Wealth Management (California)’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 		$423K Sell
5,942
-1,163
-16% -$81K 0.16% 71
2026
Q1 		$455K Hold
7,105
– – 0.25% 61
2025
Q4 		$444K Hold
7,105
– – 0.28% 60
2025
Q3 		$426K Hold
7,105
– – 0.29% 62
2025
Q2 		$405K Sell
7,105
-7
-0.1% -$375 0.27% 58
2025
Q1 		$362K Buy
7,112
+941
+15% +$47.6K 0.27% 60
2024
Q4 		$295K Buy
+6,171
New +$310K 0.21% 65

Other funds holding VEA

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
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Heritage Wealth Management (California)'s VEA Position: Q2 2026 in Review

Heritage Wealth Management (California) reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 16% in Q2 2026, selling an estimated $81K and leaving 5,942 shares worth $423K. The position accounts for 0.16% of the portfolio, ranked #71.

Heritage Wealth Management (California) first reported a position in VEA in Q4 2024 and has held it in 7 quarters since. The position peaked at $455K in Q1 2026. 1,588 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

  • Heritage Wealth Management (California) held 5,942 shares of Vanguard FTSE Developed Markets ETF worth $423K as of Q2 2026.
  • Heritage Wealth Management (California) sold 1,163 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $81K.
  • Vanguard FTSE Developed Markets ETF made up 0.16% of Heritage Wealth Management (California)'s portfolio in Q2 2026, its #71 holding.
  • Heritage Wealth Management (California) first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2024 and has held it in 7 quarters since.
  • Heritage Wealth Management (California)'s Vanguard FTSE Developed Markets ETF position peaked at $455K in Q1 2026.
  • 1,588 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Heritage Wealth Management (California)'s 13F filing for Q2 2026, filed 22 Jul 2026.