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

Lodestone 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 		$4.2M Sell
58,956
-420
-0.7% -$29.3K 1.48% 15
2026
Q1 		$3.8M Buy
59,376
+1,787
+3% +$118K 1.51% 15
2025
Q4 		$3.6M Sell
57,589
-993
-2% -$60.8K 1.47% 14
2025
Q3 		$3.51M Buy
58,582
+1,511
+3% +$88.1K 1.58% 14
2025
Q2 		$3.25M Buy
57,071
+4
+0% +$214 1.58% 15
2025
Q1 		$2.9M Sell
57,067
-342
-0.6% -$17.3K 1.54% 16
2024
Q4 		$2.75M Sell
57,409
-14
-0% -$703 1.38% 24
2024
Q3 		$3.03M Sell
57,423
-3,206
-5% -$163K 1.52% 20
2024
Q2 		$3M Buy
60,629
+9,603
+19% +$478K 1.58% 15
2024
Q1 		$2.56M Buy
51,026
+1,358
+3% +$65.6K 1.34% 26
2023
Q4 		$2.38M Buy
49,668
+5,944
+14% +$266K 1.38% 26
2023
Q3 		$1.91M Buy
43,724
+1,966
+5% +$90K 1.34% 24
2023
Q2 		$1.93M Buy
41,758
+1,566
+4% +$72K 1.32% 23
2023
Q1 		$1.82M Buy
40,192
+2,760
+7% +$123K 1.4% 22
2022
Q4 		$1.57M Buy
+37,432
New +$1.52M 1.27% 30

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

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

Lodestone Wealth Management reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 0.71% in Q2 2026, selling an estimated $29.3K and leaving 58,956 shares worth $4.2M. The position accounts for 1.48% of the portfolio, ranked #15.

Lodestone Wealth Management first reported a position in VEA in Q4 2022 and has held it in 15 quarters since. 2,985 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

  • Lodestone Wealth Management held 58,956 shares of Vanguard FTSE Developed Markets ETF worth $4.2M as of Q2 2026.
  • Lodestone Wealth Management sold 420 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $29.3K.
  • Vanguard FTSE Developed Markets ETF made up 1.48% of Lodestone Wealth Management's portfolio in Q2 2026, its #15 holding.
  • Lodestone Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2022 and has held it in 15 quarters since.
  • 2,985 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.