Mitchell McLeod Pugh & Williams’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Mitchell McLeod Pugh & Williams’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	$10.3M	Buy	145,138 +1,023	+0.7%	+$71.3K	1.27%	16
2026 Q1	$9.23M	Buy	144,115 +8,381	+6%	+$553K	1.36%	13
2025 Q4	$9.14M	Buy	135,734 +10,110	+8%	+$619K	1.31%	15
2025 Q3	$7.75M	Buy	125,624 +14,774	+13%	+$861K	1.25%	16
2025 Q2	$6.32M	Buy	110,850 +4,618	+4%	+$247K	1.18%	15
2025 Q1	$5.4M	Buy	106,232 +2,062	+2%	+$104K	1.12%	15
2024 Q4	$4.98M	Buy	104,170 +4,768	+5%	+$239K	1.05%	19
2024 Q3	$5.25M	Buy	99,402 +5,886	+6%	+$299K	1.1%	19
2024 Q2	$4.62M	Buy	93,516 +4,449	+5%	+$221K	1.05%	19
2024 Q1	$4.47M	Buy	89,067 +6,061	+7%	+$293K	1.08%	19
2023 Q4	$3.98M	Buy	83,006 +12,610	+18%	+$564K	1.05%	22
2023 Q3	$3.08M	Buy	70,396 +8,248	+13%	+$377K	0.91%	26
2023 Q2	$2.87M	Buy	62,148 +9,532	+18%	+$438K	0.83%	28
2023 Q1	$2.38M	Buy	52,616 +14,692	+39%	+$654K	0.74%	30
2022 Q4	$1.59M	Buy	37,924 +13,158	+53%	+$533K	0.54%	48
2022 Q3	$901K	Buy	24,766 +7,216	+41%	+$294K	0.35%	79
2022 Q2	$716K	Buy	17,550 +1,089	+7%	+$48.4K	0.28%	104
2022 Q1	$790K	Buy	16,461 +1,714	+12%	+$83.4K	0.27%	102
2021 Q4	$753K	Buy	14,747 +1,746	+13%	+$89.7K	0.25%	112
2021 Q3	$656K	Buy	13,001 +4,472	+52%	+$233K	0.24%	117
2021 Q2	$440K	Buy	8,529 +413	+5%	+$21.3K	0.17%	146
2021 Q1	$399K	Sell	8,116 -176	-2%	-$8.6K	0.17%	147
2020 Q4	$391K	Sell	8,292 -9,176	-53%	-$404K	0.18%	142
2020 Q3	$714K	Buy	17,468 +10,689	+158%	+$439K	0.37%	90
2020 Q2	$263K	Sell	6,779 -817	-11%	-$29.8K	0.15%	156
2020 Q1	$253K	Hold	7,596	–	–	0.2%	141
2019 Q4	$334K	Hold	7,596	–	–	0.21%	145
2019 Q3	$312K	Buy	7,596 +24	+0.3%	+$980	0.21%	145
2019 Q2	$316K	Hold	7,572	–	–	0.22%	144
2019 Q1	$310K	Hold	7,572	–	–	0.22%	141
2018 Q4	$281K	Sell	7,572 -1,911	-20%	-$75.7K	0.23%	139
2018 Q3	$410K	Buy	9,483 +1,125	+13%	+$48.5K	0.28%	128
2018 Q2	$359K	Hold	8,358	–	–	0.25%	137
2018 Q1	$370K	Buy	8,358 +1,520	+22%	+$69K	0.26%	137
2017 Q4	$307K	Buy	6,838 +192	+3%	+$8.48K	0.21%	140
2017 Q3	$289K	Sell	6,646 -312	-4%	-$13.2K	0.21%	140
2017 Q2	$288K	Buy	6,958 +222	+3%	+$9.05K	0.22%	141
2017 Q1	$265K	Sell	6,736 -1,081	-14%	-$41.4K	0.21%	145
2016 Q4	$285K	Buy	7,817 +1,081	+16%	+$39.4K	0.23%	137
2016 Q3	$252K	Hold	6,736	–	–	0.22%	139
2016 Q2	$238K	Sell	6,736 -773	-10%	-$27.9K	0.22%	141
2016 Q1	$270K	Sell	7,509 -437	-5%	-$15.1K	0.26%	129
2015 Q4	$292K	Hold	7,946	–	–	0.29%	119
2015 Q3	$283K	Hold	7,946	–	–	0.29%	117
2015 Q2	$315K	Hold	7,946	–	–	0.29%	122
2015 Q1	$316K	Buy	7,946 +1,233	+18%	+$48.3K	0.29%	123
2014 Q4	$255K	Buy	+6,713	New	+$260K	0.24%	141

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Mitchell McLeod Pugh & Williams's VEA Position: Q2 2026 in Review

Mitchell McLeod Pugh & Williams increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 0.71% in Q2 2026, buying an estimated $71.3K and bringing the position to 145,138 shares worth $10.3M. The position accounts for 1.27% of the portfolio, ranked #16.

Mitchell McLeod Pugh & Williams first reported a position in VEA in Q4 2014 and has held it in 47 quarters since. 2,984 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

Mitchell McLeod Pugh & Williams held 145,138 shares of Vanguard FTSE Developed Markets ETF worth $10.3M as of Q2 2026.
Mitchell McLeod Pugh & Williams bought 1,023 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $71.3K.
Vanguard FTSE Developed Markets ETF made up 1.27% of Mitchell McLeod Pugh & Williams's portfolio in Q2 2026, its #16 holding.
Mitchell McLeod Pugh & Williams first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2014 and has held it in 47 quarters since.
2,984 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Mitchell McLeod Pugh & Williams's 13F filing for Q2 2026, filed 11 Aug 2026.