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

Liberty 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 		$1.79M Hold
27,863
– – 0.22% 73
2026
Q1 		$1.79M Sell
27,863
-4,193
-13% -$277K 0.22% 73
2025
Q4 		$2M Sell
32,056
-725
-2% -$44.4K 0.26% 66
2025
Q3 		$1.97M Buy
32,781
+96
+0.3% +$5.59K 0.28% 63
2025
Q2 		$1.86M Buy
+32,685
New +$1.75M 0.29% 58
2025
Q1 		– Sell
-32,681
Closed -$1.57M – 204
2024
Q4 		$1.57M Buy
32,681
+295
+0.9% +$14.8K 0.26% 61
2024
Q3 		$1.7M Sell
32,386
-87
-0.3% -$4.42K 0.29% 58
2024
Q2 		$1.61M Buy
32,473
+2,735
+9% +$136K 0.29% 58
2024
Q1 		$1.5M Buy
29,738
+21,998
+284% +$1.06M 0.29% 56
2023
Q4 		$1.34M Sell
7,740
-17,223
-69% -$771K 0.29% 55
2023
Q3 		$1.09M Sell
24,963
-1,936
-7% -$88.6K 0.27% 53
2023
Q2 		$1.21M Buy
26,899
+1,279
+5% +$58.8K 0.3% 48
2023
Q1 		$1.15M Buy
+25,620
New +$1.14M 0.24% 63
2022
Q3 		$1.75M Buy
48,040
+7,709
+19% +$314K 0.47% 36
2022
Q2 		$1.85M Sell
40,331
-3,960
-9% -$176K 0.75% 31
2022
Q1 		$2.07M Buy
44,291
+42,455
+2,312% +$2.07M 0.75% 31
2021
Q4 		$96M Sell
1,836
-44,161
-96% -$2.27M 4.17% 7
2021
Q3 		$2.35M Buy
45,997
+24,679
+116% +$1.28M 0.84% 28
2021
Q2 		$1.1M Buy
21,318
+2,096
+11% +$108K 0.43% 37
2021
Q1 		$913K Hold
19,222
– – 0.45% 34
2020
Q4 		$913K Buy
19,222
+535
+3% +$23.5K 0.45% 34
2020
Q3 		$764K Buy
18,687
+1,267
+7% +$52K 0.45% 35
2020
Q2 		$676K Sell
17,420
-2,723
-14% -$99.4K 0.48% 37
2020
Q1 		$672K Sell
20,143
-394
-2% -$15.8K 0.59% 32
2019
Q4 		$905K Sell
20,537
-2,167
-10% -$92.4K 0.71% 25
2019
Q3 		$933K Buy
22,704
+3,245
+17% +$133K 0.88% 23
2019
Q2 		$812K Sell
19,459
-152
-0.8% -$6.26K 0.71% 24
2019
Q1 		$801K Buy
19,611
+210
+1% +$8.39K 0.6% 19
2018
Q4 		$719K Buy
+19,401
New +$768K 0.54% 22

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

Liberty Wealth Management's VEA Position: Q2 2026 in Review

Liberty Wealth Management held its Vanguard FTSE Developed Markets ETF (VEA) position steady in Q2 2026 at 27,863 shares worth $1.79M. The position accounts for 0.22% of the portfolio, ranked #73.

Liberty Wealth Management first reported a position in VEA in Q4 2018 and has held it in 29 quarters since. The position peaked at $96M in Q4 2021. 2,992 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

  • Liberty Wealth Management held 27,863 shares of Vanguard FTSE Developed Markets ETF worth $1.79M as of Q2 2026.
  • Liberty Wealth Management left its Vanguard FTSE Developed Markets ETF share count unchanged in Q2 2026.
  • Vanguard FTSE Developed Markets ETF made up 0.22% of Liberty Wealth Management's portfolio in Q2 2026, its #73 holding.
  • Liberty Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2018 and has held it in 29 quarters since.
  • Liberty Wealth Management's Vanguard FTSE Developed Markets ETF position peaked at $96M in Q4 2021.
  • 2,992 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.