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Martel Wealth Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Martel Wealth Advisors’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 		$11.6M Sell
162,690
-7,219
-4% -$503K 1.82% 9
2026
Q1 		$10.9M Sell
169,909
-13,621
-7% -$899K 1.85% 10
2025
Q4 		$11.5M Sell
183,530
-4,423
-2% -$271K 1.96% 9
2025
Q3 		$11.3M Sell
187,953
-5,968
-3% -$348K 1.97% 9
2025
Q2 		$11.1M Sell
193,921
-7,902
-4% -$423K 2.05% 9
2025
Q1 		$10.3M Sell
201,823
-22,802
-10% -$1.15M 2.04% 9
2024
Q4 		$10.7M Sell
224,625
-6,232
-3% -$313K 2.1% 10
2024
Q3 		$12M Buy
230,857
+6,880
+3% +$350K 2.46% 9
2024
Q2 		$11.1M Sell
223,977
-10,916
-5% -$543K 2.37% 9
2024
Q1 		$11.8M Sell
234,893
-9,809
-4% -$474K 2.56% 9
2023
Q4 		$11.7M Sell
244,702
-2,156
-0.9% -$96.5K 2.66% 9
2023
Q3 		$10.8M Sell
246,858
-18,218
-7% -$834K 2.69% 9
2023
Q2 		$12.2M Sell
265,076
-17,151
-6% -$789K 2.97% 9
2023
Q1 		$12.7M Sell
282,227
-50,984
-15% -$2.27M 3.25% 9
2022
Q4 		$14M Sell
333,211
-214,380
-39% -$8.68M 3.79% 6
2022
Q3 		$19.9M Sell
547,591
-44,794
-8% -$1.83M 5.7% 5
2022
Q2 		$24.2M Sell
592,385
-42,123
-7% -$1.87M 6.6% 5
2022
Q1 		$30.5M Buy
634,508
+5,913
+0.9% +$288K 7.41% 5
2021
Q4 		$32.1M Buy
628,595
+3,182
+0.5% +$163K 7.6% 5
2021
Q3 		$31.6M Sell
625,413
-2,001
-0.3% -$104K 7.94% 5
2021
Q2 		$32.3M Sell
627,414
-6,617
-1% -$342K 8.14% 5
2021
Q1 		$31.1M Sell
634,031
-16,075
-2% -$785K 8.62% 5
2020
Q4 		$30.7M Sell
650,106
-16,669
-2% -$733K 8.88% 5
2020
Q3 		$27.3M Sell
666,775
-5,102
-0.8% -$209K 8.85% 5
2020
Q2 		$26.1M Buy
671,877
+692
+0.1% +$25.3K 9.03% 5
2020
Q1 		$22.4M Buy
671,185
+39,935
+6% +$1.6M 8.73% 5
2019
Q4 		$27.8M Sell
631,250
-11,523
-2% -$491K 9.58% 5
2019
Q3 		$26.4M Buy
642,773
+14,445
+2% +$590K 9.53% 5
2019
Q2 		$26.2M Buy
628,328
+3,109
+0.5% +$128K 9.55% 5
2019
Q1 		$25.6M Sell
625,219
-6,212
-1% -$248K 9.61% 5
2018
Q4 		$23.4M Buy
631,431
+36,092
+6% +$1.43M 9.62% 5
2018
Q3 		$25.8M Buy
+595,339
New +$25.7M 9.81% 4

Other funds holding VEA

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Martel Wealth Advisors's VEA Position: Q2 2026 in Review

Martel Wealth Advisors reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 4.2% in Q2 2026, selling an estimated $503K and leaving 162,690 shares worth $11.6M. The position accounts for 1.82% of the portfolio, ranked #9.

Martel Wealth Advisors first reported a position in VEA in Q3 2018 and has held it in 32 quarters since. The position peaked at $32.3M in Q2 2021. 1,588 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

  • Martel Wealth Advisors held 162,690 shares of Vanguard FTSE Developed Markets ETF worth $11.6M as of Q2 2026.
  • Martel Wealth Advisors sold 7,219 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $503K.
  • Vanguard FTSE Developed Markets ETF made up 1.82% of Martel Wealth Advisors's portfolio in Q2 2026, its #9 holding.
  • Martel Wealth Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q3 2018 and has held it in 32 quarters since.
  • Martel Wealth Advisors's Vanguard FTSE Developed Markets ETF position peaked at $32.3M in Q2 2021.
  • 1,588 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Martel Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.