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Klingman & Associates’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Klingman & 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
2026
Q1 		$77.6M Buy
1,210,939
+65,390
+6% +$4.32M 3.71% 5
2025
Q4 		$71.6M Buy
1,145,549
+74,500
+7% +$4.56M 3.45% 7
2025
Q3 		$64.2M Buy
1,071,049
+65,876
+7% +$3.84M 3.24% 10
2025
Q2 		$57.3M Buy
1,005,173
+42,116
+4% +$2.26M 3.16% 9
2025
Q1 		$49M Buy
963,057
+80,591
+9% +$4.08M 3% 10
2024
Q4 		$42.2M Buy
882,466
+55,410
+7% +$2.78M 2.59% 10
2024
Q3 		$43.7M Buy
827,056
+113,817
+16% +$5.79M 2.71% 10
2024
Q2 		$35.2M Buy
713,239
+73,652
+12% +$3.66M 2.38% 10
2024
Q1 		$32.1M Buy
639,587
+50,666
+9% +$2.45M 2.23% 11
2023
Q4 		$28.2M Buy
588,921
+19,519
+3% +$874K 2.07% 11
2023
Q3 		$24.9M Buy
569,402
+73,664
+15% +$3.37M 2.01% 13
2023
Q2 		$22.9M Buy
495,738
+31,973
+7% +$1.47M 1.85% 19
2023
Q1 		$20.9M Buy
463,765
+14,246
+3% +$635K 1.8% 22
2022
Q4 		$18.9M Sell
449,519
-123,818
-22% -$5.02M 1.65% 25
2022
Q3 		$20.8M Buy
573,337
+122,891
+27% +$5.01M 2.05% 16
2022
Q2 		$18.4M Buy
450,446
+107,651
+31% +$4.79M 1.8% 19
2022
Q1 		$16.5M Sell
342,795
-72,698
-17% -$3.54M 1.4% 20
2021
Q4 		$21.2M Buy
415,493
+61,845
+17% +$3.18M 1.82% 19
2021
Q3 		$17.9M Buy
353,648
+35,474
+11% +$1.85M 1.67% 20
2021
Q2 		$16.4M Buy
318,174
+62,318
+24% +$3.22M 1.57% 21
2021
Q1 		$12.6M Buy
255,856
+28,034
+12% +$1.37M 1.3% 24
2020
Q4 		$10.8M Buy
227,822
+30,120
+15% +$1.32M 1.24% 23
2020
Q3 		$8.09M Buy
197,702
+17,760
+10% +$729K 1.09% 22
2020
Q2 		$6.98M Sell
179,942
-3,566
-2% -$130K 1.07% 22
2020
Q1 		$6.12M Buy
183,508
+104,006
+131% +$4.17M 1.25% 22
2019
Q4 		$3.5M Buy
79,502
+21,741
+38% +$927K 0.57% 30
2019
Q3 		$2.37M Buy
57,761
+7,310
+14% +$299K 0.42% 32
2019
Q2 		$2.1M Buy
50,451
+8,980
+22% +$370K 0.39% 36
2019
Q1 		$1.7M Sell
41,471
-6,173
-13% -$247K 0.33% 38
2018
Q4 		$1.77M Sell
47,644
-27,848
-37% -$1.1M 0.4% 33
2018
Q3 		$3.27M Buy
75,492
+4,704
+7% +$203K 0.67% 25
2018
Q2 		$3.04M Buy
70,788
+35,728
+102% +$1.59M 0.65% 25
2018
Q1 		$1.55M Buy
35,060
+9,343
+36% +$424K 0.35% 28
2017
Q4 		$1.15M Buy
25,717
+561
+2% +$24.8K 0.25% 41
2017
Q3 		$1.09M Buy
25,156
+12
+0% +$509 0.27% 35
2017
Q2 		$1.04M Buy
25,144
+32
+0.1% +$1.3K 0.28% 35
2017
Q1 		$987K Buy
25,112
+11
+0% +$422 0.27% 37
2016
Q4 		$917K Buy
25,101
+23
+0.1% +$839 0.28% 37
2016
Q3 		$938K Buy
25,078
+13
+0.1% +$478 0.28% 38
2016
Q2 		$886K Buy
25,065
+37
+0.1% +$1.34K 0.29% 37
2016
Q1 		$898K Buy
+25,028
New +$864K 0.32% 39

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Klingman & Associates's VEA Position: Q1 2026 in Review

Klingman & Associates increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 5.7% in Q1 2026, buying an estimated $4.32M and bringing the position to 1,210,939 shares worth $77.6M. The position accounts for 3.71% of the portfolio, ranked #5.

Klingman & Associates first reported a position in VEA in Q1 2016 and has held it in 41 quarters since. 2,891 funds tracked by Wall St. Rank hold VEA as of Q1 2026.

  • Klingman & Associates held 1,210,939 shares of Vanguard FTSE Developed Markets ETF worth $77.6M as of Q1 2026.
  • Klingman & Associates bought 65,390 Vanguard FTSE Developed Markets ETF shares in Q1 2026, an estimated $4.32M.
  • Vanguard FTSE Developed Markets ETF made up 3.71% of Klingman & Associates's portfolio in Q1 2026, its #5 holding.
  • Klingman & Associates first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2016 and has held it in 41 quarters since.
  • 2,891 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.