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Independent Financial Group’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Independent Financial 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 		$5.39M Sell
75,652
-44,826
-37% -$3.12M 0.1% 201
2026
Q1 		$7.72M Buy
120,478
+73,863
+158% +$4.88M 0.17% 120
2025
Q4 		$2.91M Buy
46,615
+5,020
+12% +$308K 0.07% 290
2025
Q3 		$2.49M Sell
41,595
-37,038
-47% -$2.16M 0.06% 318
2025
Q2 		$4.48M Buy
78,633
+40,067
+104% +$2.15M 0.12% 161
2025
Q1 		$1.96M Sell
38,566
-3,468
-8% -$175K 0.07% 285
2024
Q4 		$2.01M Buy
42,034
+4,795
+13% +$241K 0.07% 293
2024
Q3 		$1.97M Buy
37,239
+909
+3% +$46.2K 0.07% 270
2024
Q2 		$1.8M Buy
36,330
+735
+2% +$36.6K 0.07% 255
2024
Q1 		$1.79M Buy
35,595
+1,769
+5% +$85.4K 0.08% 241
2023
Q4 		$1.62M Sell
33,826
-22,894
-40% -$1.02M 0.09% 244
2023
Q3 		$2.48M Buy
56,720
+5,065
+10% +$232K 0.16% 137
2023
Q2 		$2.39M Buy
51,655
+312
+0.6% +$14.3K 0.16% 137
2023
Q1 		$2.32M Buy
51,343
+12,473
+32% +$556K 0.19% 124
2022
Q4 		$1.63M Buy
38,870
+14,059
+57% +$569K 0.14% 150
2022
Q3 		$902K Buy
24,811
+3,379
+16% +$138K 0.08% 243
2022
Q2 		$874K Sell
21,432
-362
-2% -$16.1K 0.09% 250
2022
Q1 		$1.05M Buy
21,794
+1,188
+6% +$57.8K 0.09% 241
2021
Q4 		$1.05M Sell
20,606
-4,153
-17% -$213K 0.09% 239
2021
Q3 		$1.25M Buy
24,759
+2,276
+10% +$118K 0.13% 168
2021
Q2 		$1.16M Buy
22,483
+2,327
+12% +$120K 0.12% 183
2021
Q1 		$990K Buy
20,156
+4,416
+28% +$216K 0.13% 188
2020
Q4 		$743K Sell
15,740
-5,120
-25% -$225K 0.11% 212
2020
Q3 		$853K Buy
20,860
+1,045
+5% +$42.9K 0.16% 149
2020
Q2 		$769K Sell
19,815
-560
-3% -$20.4K 0.17% 152
2020
Q1 		$679K Buy
+20,375
New +$818K 0.2% 128

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

Independent Financial Group's VEA Position: Q2 2026 in Review

Independent Financial Group reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 37% in Q2 2026, selling an estimated $3.12M and leaving 75,652 shares worth $5.39M. The position accounts for 0.1% of the portfolio, ranked #201.

Independent Financial Group first reported a position in VEA in Q1 2020 and has held it in 26 quarters since. The position peaked at $7.72M in Q1 2026. 2,985 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

  • Independent Financial Group held 75,652 shares of Vanguard FTSE Developed Markets ETF worth $5.39M as of Q2 2026.
  • Independent Financial Group sold 44,826 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $3.12M.
  • Vanguard FTSE Developed Markets ETF made up 0.1% of Independent Financial Group's portfolio in Q2 2026, its #201 holding.
  • Independent Financial Group first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2020 and has held it in 26 quarters since.
  • Independent Financial Group's Vanguard FTSE Developed Markets ETF position peaked at $7.72M in Q1 2026.
  • 2,985 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.