JF
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Joule Financial’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Joule Financial’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 		$9.52M Sell
133,661
-1,337
-1% -$93.1K 2.58% 7
2026
Q1 		$8.65M Sell
134,998
-2,005
-1% -$132K 2.52% 7
2025
Q4 		$8.56M Sell
137,003
-3,216
-2% -$197K 2.56% 7
2025
Q3 		$8.4M Buy
140,219
+3,398
+2% +$198K 2.52% 7
2025
Q2 		$7.8M Sell
136,821
-795
-0.6% -$42.6K 2.53% 7
2025
Q1 		$7M Buy
137,616
+2,720
+2% +$138K 2.46% 7
2024
Q4 		$6.45M Buy
134,896
+6,093
+5% +$306K 2.28% 8
2024
Q3 		$6.8M Buy
128,803
+3,027
+2% +$154K 2.48% 8
2024
Q2 		$6.22M Buy
125,776
+3,109
+3% +$155K 2.53% 8
2024
Q1 		$6.15M Buy
122,667
+4,481
+4% +$216K 2.53% 8
2023
Q4 		$5.66M Sell
118,186
-7,779
-6% -$348K 2.63% 10
2023
Q3 		$5.51M Buy
125,965
+3,708
+3% +$170K 2.81% 9
2023
Q2 		$5.65M Buy
122,257
+522
+0.4% +$24K 2.91% 11
2023
Q1 		$5.5M Sell
121,735
-15,293
-11% -$681K 2.95% 9
2022
Q4 		$5.75M Sell
137,028
-3,063
-2% -$124K 3.81% 11
2022
Q3 		$5.09M Buy
140,091
+1,065
+0.8% +$43.4K 3.82% 10
2022
Q2 		$5.67M Buy
+139,026
New +$6.18M 4.43% 8

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

Joule Financial's VEA Position: Q2 2026 in Review

Joule Financial reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 0.99% in Q2 2026, selling an estimated $93.1K and leaving 133,661 shares worth $9.52M. The position accounts for 2.58% of the portfolio, ranked #7.

Joule Financial first reported a position in VEA in Q2 2022 and has held it in 17 quarters since. 2,997 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

  • Joule Financial held 133,661 shares of Vanguard FTSE Developed Markets ETF worth $9.52M as of Q2 2026.
  • Joule Financial sold 1,337 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $93.1K.
  • Vanguard FTSE Developed Markets ETF made up 2.58% of Joule Financial's portfolio in Q2 2026, its #7 holding.
  • Joule Financial first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2022 and has held it in 17 quarters since.
  • 2,997 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

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