MWM
VEA icon

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

Mascoma 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 		$41.4M Buy
580,644
+9,065
+2% +$631K 7.67% 3
2026
Q1 		$36.6M Buy
571,579
+40,215
+8% +$2.65M 7.57% 3
2025
Q4 		$33.2M Buy
531,364
+12,647
+2% +$775K 7.12% 4
2025
Q3 		$31.1M Sell
518,717
-4,255
-0.8% -$248K 6.85% 4
2025
Q2 		$29.8M Sell
522,972
-2,743
-0.5% -$147K 6.92% 4
2025
Q1 		$26.7M Sell
525,715
-118,334
-18% -$5.99M 6.66% 4
2024
Q4 		$30.8M Buy
644,049
+46,003
+8% +$2.31M 7.74% 3
2024
Q3 		$31.6M Buy
598,046
+17,114
+3% +$870K 7.86% 3
2024
Q2 		$28.7M Buy
580,932
+20,286
+4% +$1.01M 7.62% 3
2024
Q1 		$28.1M Sell
560,646
-25,329
-4% -$1.22M 8% 3
2023
Q4 		$28.1M Buy
585,975
+20,905
+4% +$936K 8.43% 3
2023
Q3 		$24.7M Buy
565,070
+32,243
+6% +$1.48M 7.72% 4
2023
Q2 		$24.6M Buy
532,827
+40,444
+8% +$1.86M 7.54% 4
2023
Q1 		$22.8M Buy
492,383
+172,451
+54% +$7.68M 6.68% 3
2022
Q4 		$13.4M Sell
319,932
-326
-0.1% -$13.2K 4.26% 6
2022
Q3 		$11.6M Buy
320,258
+8,231
+3% +$335K 4.03% 5
2022
Q2 		$12.7M Sell
312,027
-2,358
-0.8% -$105K 4.35% 5
2022
Q1 		$15.1M Buy
314,385
+24,900
+9% +$1.21M 4.81% 4
2021
Q4 		$14.8M Buy
289,485
+28,125
+11% +$1.44M 5.11% 4
2021
Q3 		$13.2M Buy
261,360
+8,031
+3% +$418K 5.12% 5
2021
Q2 		$13.1M Buy
253,329
+14,445
+6% +$746K 5.58% 5
2021
Q1 		$11.7M Buy
238,884
+160,749
+206% +$7.85M 5.05% 5
2020
Q4 		$3.69M Buy
+78,135
New +$3.44M 1.85% 17
2019
Q1 		– Sell
-740
Closed -$27K – 423
2018
Q4 		$27K Buy
+740
New +$29.3K 0.02% 186

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

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

Mascoma Wealth Management increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 1.6% in Q2 2026, buying an estimated $631K and bringing the position to 580,644 shares worth $41.4M. The position accounts for 7.67% of the portfolio, ranked #3.

Mascoma Wealth Management first reported a position in VEA in Q4 2018 and has held it in 24 quarters since. 2,984 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

  • Mascoma Wealth Management held 580,644 shares of Vanguard FTSE Developed Markets ETF worth $41.4M as of Q2 2026.
  • Mascoma Wealth Management bought 9,065 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $631K.
  • Vanguard FTSE Developed Markets ETF made up 7.67% of Mascoma Wealth Management's portfolio in Q2 2026, its #3 holding.
  • Mascoma Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2018 and has held it in 24 quarters since.
  • 2,984 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

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