IBEX Wealth Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

IBEX Wealth Advisors’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	$393K	Buy	5,511 +10	+0.2%	+$697	0.03%	173
2026 Q1	$353K	Buy	+5,501	New	+$363K	0.03%	173
2021 Q4	–	Sell	-3,906	Closed	-$197K	–	415
2021 Q3	$197K	Sell	3,906 -3,042	-44%	-$158K	0.04%	177
2021 Q2	$358K	Buy	+6,948	New	+$359K	0.07%	132

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

IBEX Wealth Advisors's VEA Position: Q2 2026 in Review

IBEX Wealth Advisors increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 0.18% in Q2 2026, buying an estimated $697 and bringing the position to 5,511 shares worth $393K. The position accounts for 0.03% of the portfolio, ranked #173.

IBEX Wealth Advisors first reported a position in VEA in Q2 2021 and has held it in 4 quarters since. 3,002 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

IBEX Wealth Advisors held 5,511 shares of Vanguard FTSE Developed Markets ETF worth $393K as of Q2 2026.
IBEX Wealth Advisors bought 10 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $697.
Vanguard FTSE Developed Markets ETF made up 0.03% of IBEX Wealth Advisors's portfolio in Q2 2026, its #173 holding.
IBEX Wealth Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2021 and has held it in 4 quarters since.
3,002 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.