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Kathleen S. Wright Associates’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Kathleen S. Wright Associates’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
2025
Q3 		$33.7K Hold
563
– – 0.01% 166
2025
Q2 		$32.1K Sell
563
-82
-13% -$4.39K 0.01% 172
2025
Q1 		$32.8K Buy
645
+40
+7% +$2.02K 0.01% 164
2024
Q4 		$28.9K Hold
605
– – 0.01% 175
2024
Q3 		$31.9K Sell
605
-183
-23% -$9.31K 0.01% 178
2024
Q2 		$38.9K Hold
788
– – 0.02% 150
2024
Q1 		$39.5K Hold
788
– – 0.02% 139
2023
Q4 		$37.7K Hold
788
– – 0.02% 129
2023
Q3 		$34.5K Buy
788
+215
+38% +$9.84K 0.02% 127
2023
Q2 		$26.5K Hold
573
– – 0.02% 117
2023
Q1 		$25.9K Sell
573
-803
-58% -$35.8K 0.02% 115
2022
Q4 		$58K Sell
1,376
-143
-9% -$5.79K 0.04% 112
2022
Q3 		$55K Buy
1,519
+148
+11% +$6.03K 0.04% 105
2022
Q2 		$56K Buy
1,371
+510
+59% +$22.7K 0.05% 102
2022
Q1 		$41K Buy
861
+676
+365% +$32.9K 0.03% 112
2021
Q4 		$9K Buy
+185
New +$9.5K 0.01% 124

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kathleen S. Wright Associates's VEA Position: Q3 2025 in Review

Kathleen S. Wright Associates held its Vanguard FTSE Developed Markets ETF (VEA) position steady in Q3 2025 at 563 shares worth $33.7K. The position accounts for 0.01% of the portfolio, ranked #166.

Kathleen S. Wright Associates first reported a position in VEA in Q4 2021 and has held it in 16 quarters since. The position peaked at $58K in Q4 2022. 2,565 funds tracked by Wall St. Rank hold VEA as of Q3 2025.

  • Kathleen S. Wright Associates held 563 shares of Vanguard FTSE Developed Markets ETF worth $33.7K as of Q3 2025.
  • Kathleen S. Wright Associates left its Vanguard FTSE Developed Markets ETF share count unchanged in Q3 2025.
  • Vanguard FTSE Developed Markets ETF made up 0.01% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #166 holding.
  • Kathleen S. Wright Associates first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2021 and has held it in 16 quarters since.
  • Kathleen S. Wright Associates's Vanguard FTSE Developed Markets ETF position peaked at $58K in Q4 2022.
  • 2,565 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.