INVST’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

INVST’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	$12.3M	Sell	172,171 -251,968	-59%	-$17.6M	1.2%	20
2026 Q1	$27.2M	Sell	424,139 -13,790	-3%	-$910K	3.07%	4
2025 Q4	$27.4M	Buy	437,929 +251,700	+135%	+$15.4M	2.97%	4
2025 Q3	$11.2M	Sell	186,229 -259,915	-58%	-$15.1M	1.27%	23
2025 Q2	$25.4M	Buy	446,144 +262,386	+143%	+$14.1M	3.17%	4
2025 Q1	$9.34M	Buy	183,758 +179,001	+3,763%	+$9.06M	1.28%	16
2024 Q4	$227K	Buy	4,757 +60	+1%	+$3.01K	0.03%	232
2024 Q3	$248K	Sell	4,697 -4,433	-49%	-$225K	0.03%	221
2024 Q2	$452K	Buy	9,130 +1,253	+16%	+$62.3K	0.05%	181
2024 Q1	$394K	Sell	7,877 -681	-8%	-$32.9K	0.05%	170
2023 Q4	$407K	Buy	8,558 +1,323	+18%	+$59.2K	0.05%	159
2023 Q3	$316K	Sell	7,235 -577,272	-99%	-$26.4M	0.05%	164
2023 Q2	$27M	Sell	584,507 -31,641	-5%	-$1.46M	3.9%	7
2023 Q1	$28.6M	Sell	616,148 -20,988	-3%	-$935K	4.42%	7
2022 Q4	$29.2M	Buy	+637,136	New	+$25.8M	4.54%	6
2021 Q2	–	Sell	-16,625	Closed	-$841K	–	216
2021 Q1	$841K	Buy	+16,625	New	+$812K	0.15%	78
2020 Q1	–	Sell	-197,666	Closed	-$8.71M	–	124
2019 Q4	$8.71M	Buy	+197,666	New	+$8.43M	3.27%	7

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 22.9% 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

INVST's VEA Position: Q2 2026 in Review

INVST reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 59% in Q2 2026, selling an estimated $17.6M and leaving 172,171 shares worth $12.3M. The position accounts for 1.2% of the portfolio, ranked #20.

INVST first reported a position in VEA in Q4 2019 and has held it in 17 quarters since. The position peaked at $29.2M in Q4 2022. 3,011 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

INVST held 172,171 shares of Vanguard FTSE Developed Markets ETF worth $12.3M as of Q2 2026.
INVST sold 251,968 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $17.6M.
Vanguard FTSE Developed Markets ETF made up 1.2% of INVST's portfolio in Q2 2026, its #20 holding.
INVST first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2019 and has held it in 17 quarters since.
INVST's Vanguard FTSE Developed Markets ETF position peaked at $29.2M in Q4 2022.
3,011 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on INVST's 13F filing for Q2 2026, filed 14 Aug 2026.