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

Mittelman 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 		$12.3M Sell
35,179
-185,651
-84% -$12.9M 8.11% 4
2026
Q1 		$14.2M Buy
220,830
+6,714
+3% +$443K 8.82% 3
2025
Q4 		$13.4M Buy
214,116
+8,184
+4% +$501K 8.69% 3
2025
Q3 		$12.3M Buy
205,932
+8,461
+4% +$493K 8.08% 3
2025
Q2 		$11.3M Sell
197,471
-56,402
-22% -$3.02M 9.5% 3
2025
Q1 		$12.9M Sell
253,873
-7,465
-3% -$378K 11.64% 3
2024
Q4 		$12.5M Sell
261,338
-128,127
-33% -$6.43M 11.63% 4
2024
Q3 		$20.6M Buy
389,465
+201,957
+108% +$10.3M 11.69% 4
2024
Q2 		$9.27M Buy
187,508
+10,566
+6% +$526K 6.01% 6
2024
Q1 		$8.88M Buy
+176,942
New +$8.54M 6.01% 6

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

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

Mittelman Wealth Management reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 84% in Q2 2026, selling an estimated $12.9M and leaving 35,179 shares worth $12.3M. The position accounts for 8.11% of the portfolio, ranked #4.

Mittelman Wealth Management first reported a position in VEA in Q1 2024 and has held it in 10 quarters since. The position peaked at $20.6M in Q3 2024. 2,997 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

  • Mittelman Wealth Management held 35,179 shares of Vanguard FTSE Developed Markets ETF worth $12.3M as of Q2 2026.
  • Mittelman Wealth Management sold 185,651 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $12.9M.
  • Vanguard FTSE Developed Markets ETF made up 8.11% of Mittelman Wealth Management's portfolio in Q2 2026, its #4 holding.
  • Mittelman Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2024 and has held it in 10 quarters since.
  • Mittelman Wealth Management's Vanguard FTSE Developed Markets ETF position peaked at $20.6M in Q3 2024.
  • 2,997 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Mittelman Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.