McDaniel Terry & Co’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

McDaniel Terry & Co’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
2025 Q4	–	Sell	-8,365	Closed	-$501K	–	89
2025 Q3	$501K	Hold	8,365	–	–	0.04%	68
2025 Q2	$477K	Hold	8,365	–	–	0.04%	67
2025 Q1	$425K	Buy	8,365 +993	+13%	+$50.2K	0.04%	74
2024 Q4	$353K	Hold	7,372	–	–	0.03%	79
2024 Q3	$389K	Hold	7,372	–	–	0.03%	75
2024 Q2	$364K	Hold	7,372	–	–	0.03%	73
2024 Q1	$370K	Hold	7,372	–	–	0.03%	80
2023 Q4	$353K	Hold	7,372	–	–	0.03%	71
2023 Q3	$322K	Hold	7,372	–	–	0.03%	76
2023 Q2	$340K	Hold	7,372	–	–	0.03%	74
2023 Q1	$333K	Hold	7,372	–	–	0.04%	71
2022 Q4	$309K	Hold	7,372	–	–	0.04%	74
2022 Q3	$268K	Hold	7,372	–	–	0.03%	79
2022 Q2	$301K	Hold	7,372	–	–	0.04%	74
2022 Q1	$354K	Sell	7,372 -3,583	-33%	-$174K	0.04%	75
2021 Q4	$559K	Buy	10,955 +5,014	+84%	+$257K	0.06%	66
2021 Q3	$300K	Hold	5,941	–	–	0.04%	70
2021 Q2	$306K	Hold	5,941	–	–	0.04%	74
2021 Q1	$292K	Hold	5,941	–	–	0.04%	71
2020 Q4	$280K	Hold	5,941	–	–	0.04%	70
2020 Q3	$243K	Hold	5,941	–	–	0.03%	72
2020 Q2	$230K	Buy	+5,941	New	+$217K	0.04%	72
2020 Q1	–	Sell	-5,596	Closed	-$247K	–	84
2019 Q4	$247K	Hold	5,596	–	–	0.04%	74
2019 Q3	$230K	Buy	+5,596	New	+$229K	0.04%	76

Other funds holding VEA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

McDaniel Terry & Co's VEA Position: Q4 2025 in Review

McDaniel Terry & Co sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q4 2025, closing a stake of 8,365 shares — an estimated $501K sold.

McDaniel Terry & Co first reported a position in VEA in Q3 2019 and held it in 24 quarters. The position peaked at $559K in Q4 2021. 2,826 funds tracked by Wall St. Rank hold VEA as of Q4 2025.

McDaniel Terry & Co reported no remaining Vanguard FTSE Developed Markets ETF position as of Q4 2025 after selling out during the quarter.
McDaniel Terry & Co sold 8,365 Vanguard FTSE Developed Markets ETF shares in Q4 2025, an estimated $501K.
McDaniel Terry & Co first reported a position in Vanguard FTSE Developed Markets ETF in Q3 2019 and held it in 24 quarters.
McDaniel Terry & Co's Vanguard FTSE Developed Markets ETF position peaked at $559K in Q4 2021.
2,826 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2025.

Based on McDaniel Terry & Co's 13F filing for Q4 2025, filed 10 Feb 2026.