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Institute for Wealth Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Institute for Wealth Management’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 		$2.15M Sell
30,150
-7,119
-19% -$496K 0.19% 108
2026
Q1 		$2.39M Buy
37,269
+4,997
+15% +$330K 0.25% 89
2025
Q4 		$2.02M Sell
32,272
-453
-1% -$27.8K 0.21% 100
2025
Q3 		$1.96M Sell
32,725
-622
-2% -$36.3K 0.2% 106
2025
Q2 		$1.9M Sell
33,347
-245
-0.7% -$13.1K 0.21% 104
2025
Q1 		$1.71M Buy
33,592
+14,203
+73% +$719K 0.22% 105
2024
Q4 		$927K Sell
19,389
-1,492
-7% -$74.9K 0.12% 190
2024
Q3 		$1.1M Buy
20,881
+107
+0.5% +$5.44K 0.14% 159
2024
Q2 		$1.03M Sell
20,774
-3,037
-13% -$151K 0.14% 160
2024
Q1 		$1.19M Sell
23,811
-3,108
-12% -$150K 0.15% 141
2023
Q4 		$1.29M Sell
26,919
-879
-3% -$39.3K 0.21% 123
2023
Q3 		$1.22M Sell
27,798
-1,210
-4% -$55.4K 0.22% 114
2023
Q2 		$1.34M Sell
29,008
-1,654
-5% -$76.1K 0.23% 111
2023
Q1 		$1.38M Buy
30,662
+1,171
+4% +$52.2K 0.26% 98
2022
Q4 		$1.24M Sell
29,491
-8,724
-23% -$353K 0.26% 107
2022
Q3 		$1.39M Sell
38,215
-1,570
-4% -$64K 0.31% 86
2022
Q2 		$1.62M Sell
39,785
-978
-2% -$43.5K 0.32% 80
2022
Q1 		$1.96M Sell
40,763
-652
-2% -$31.7K 0.32% 76
2021
Q4 		$2.12M Sell
41,415
-2,961
-7% -$152K 0.34% 69
2021
Q3 		$2.24M Sell
44,376
-2,082
-4% -$108K 0.39% 58
2021
Q2 		$2.39M Sell
46,458
-519
-1% -$26.8K 0.42% 58
2021
Q1 		$2.31M Buy
46,977
+1,933
+4% +$94.4K 0.44% 54
2020
Q4 		$2.13M Buy
45,044
+989
+2% +$43.5K 0.42% 55
2020
Q3 		$1.8M Sell
44,055
-759
-2% -$31.1K 0.41% 52
2020
Q2 		$1.74M Sell
44,814
-10,179
-19% -$372K 0.43% 48
2020
Q1 		$1.83M Buy
54,993
+18,012
+49% +$723K 0.57% 40
2019
Q4 		$1.63M Sell
36,981
-25,853
-41% -$1.1M 0.37% 59
2019
Q3 		$2.58M Buy
62,834
+4,359
+7% +$178K 0.65% 30
2019
Q2 		$2.44M Sell
58,475
-13,053
-18% -$538K 0.54% 41
2019
Q1 		$2.92M Buy
+71,528
New +$2.86M 0.64% 32

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

Institute for Wealth Management's VEA Position: Q2 2026 in Review

Institute for Wealth Management reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 19% in Q2 2026, selling an estimated $496K and leaving 30,150 shares worth $2.15M. The position accounts for 0.19% of the portfolio, ranked #108.

Institute for Wealth Management first reported a position in VEA in Q1 2019 and has held it in 30 quarters since. The position peaked at $2.92M in Q1 2019. 3,002 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

  • Institute for Wealth Management held 30,150 shares of Vanguard FTSE Developed Markets ETF worth $2.15M as of Q2 2026.
  • Institute for Wealth Management sold 7,119 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $496K.
  • Vanguard FTSE Developed Markets ETF made up 0.19% of Institute for Wealth Management's portfolio in Q2 2026, its #108 holding.
  • Institute for Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2019 and has held it in 30 quarters since.
  • Institute for Wealth Management's Vanguard FTSE Developed Markets ETF position peaked at $2.92M in Q1 2019.
  • 3,002 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.