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Lockerman Financial Group’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Lockerman Financial Group’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 		$248K Sell
3,486
-336
-9% -$23.4K 0.38% 80
2026
Q1 		$245K Sell
3,822
-366
-9% -$24.2K 0.44% 76
2025
Q4 		$262K Sell
4,188
-94
-2% -$5.76K 0.5% 68
2025
Q3 		$257K Sell
4,282
-36
-0.8% -$2.1K 0.32% 101
2025
Q2 		$246K Buy
4,318
+31
+0.7% +$1.66K 0.33% 107
2025
Q1 		$218K Sell
4,287
-613
-13% -$31K 0.33% 108
2024
Q4 		$234K Buy
4,900
+190
+4% +$9.54K 0.4% 90
2024
Q3 		$249K Sell
4,710
-56
-1% -$2.85K 0.42% 91
2024
Q2 		$236K Sell
4,766
-78
-2% -$3.88K 0.43% 92
2024
Q1 		$243K Buy
4,844
+77
+2% +$3.72K 0.46% 83
2023
Q4 		$228K Buy
4,767
+72
+2% +$3.22K 0.53% 73
2023
Q3 		$205K Sell
4,695
-1,251
-21% -$57.2K 0.55% 76
2023
Q2 		$275K Sell
5,946
-1,419
-19% -$65.3K 0.76% 47
2023
Q1 		$333K Sell
7,365
-389
-5% -$17.3K 0.92% 34
2022
Q4 		$325K Buy
7,754
+132
+2% +$5.35K 0.95% 31
2022
Q3 		$277K Buy
7,622
+2,418
+46% +$98.5K 0.8% 38
2022
Q2 		$212K Buy
5,204
+4
+0.1% +$178 0.68% 55
2022
Q1 		$251K Buy
+5,200
New +$253K 0.68% 53

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

Lockerman Financial Group's VEA Position: Q2 2026 in Review

Lockerman Financial Group reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 8.8% in Q2 2026, selling an estimated $23.4K and leaving 3,486 shares worth $248K. The position accounts for 0.38% of the portfolio, ranked #80.

Lockerman Financial Group first reported a position in VEA in Q1 2022 and has held it in 18 quarters since. The position peaked at $333K in Q1 2023. 2,992 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

  • Lockerman Financial Group held 3,486 shares of Vanguard FTSE Developed Markets ETF worth $248K as of Q2 2026.
  • Lockerman Financial Group sold 336 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $23.4K.
  • Vanguard FTSE Developed Markets ETF made up 0.38% of Lockerman Financial Group's portfolio in Q2 2026, its #80 holding.
  • Lockerman Financial Group first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2022 and has held it in 18 quarters since.
  • Lockerman Financial Group's Vanguard FTSE Developed Markets ETF position peaked at $333K in Q1 2023.
  • 2,992 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Lockerman Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.