McDonald Partners’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

McDonald Partners’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 Q1	$2.6M	Buy	40,503 +23,313	+136%	+$1.54M	0.61%	48
2025 Q4	$1.07M	Buy	17,190 +1,461	+9%	+$89.5K	0.34%	78
2025 Q3	$943K	Buy	15,729 +1,480	+10%	+$86.3K	0.28%	87
2025 Q2	$812K	Buy	+14,249	New	+$763K	0.2%	136
2022 Q3	–	Sell	-9,044	Closed	-$369K	–	280
2022 Q2	$369K	Hold	9,044	–	–	0.09%	210
2022 Q1	$434K	Buy	9,044 +2,369	+35%	+$115K	0.09%	217
2021 Q4	$341K	Sell	6,675 -1,858	-22%	-$95.4K	0.32%	57
2021 Q3	$431K	Buy	8,533 +77	+0.9%	+$4K	0.1%	205
2021 Q2	$436K	Sell	8,456 -101	-1%	-$5.21K	0.1%	204
2021 Q1	$420K	Hold	8,557	–	–	0.11%	191
2020 Q4	$404K	Buy	+8,557	New	+$376K	0.11%	189

Other funds holding VEA

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return