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

Heritage Wealth Management (Ohio)’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	$241K	Buy	+3,381	New	+$236K	0.06%	248

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

Heritage Wealth Management (Ohio) opened a new position in Vanguard FTSE Developed Markets ETF (VEA) in Q2 2026: 3,381 shares worth $241K. The stake represents 0.06% of the portfolio and ranks #248 among its holdings.

2,984 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

Heritage Wealth Management (Ohio) held 3,381 shares of Vanguard FTSE Developed Markets ETF worth $241K as of Q2 2026.
Vanguard FTSE Developed Markets ETF was a new Heritage Wealth Management (Ohio) position in Q2 2026.
Vanguard FTSE Developed Markets ETF made up 0.06% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #248 holding.
2,984 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.