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

Napa 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
2025
Q1 		– Sell
-5,454
Closed -$261K – 215
2024
Q4 		$261K Buy
+5,454
New +$274K 0.11% 152
2024
Q3 		– Sell
-6,102
Closed -$302K – 181
2024
Q2 		$302K Sell
6,102
-869
-12% -$43.2K 0.2% 85
2024
Q1 		$350K Buy
6,971
+72
+1% +$3.48K 0.18% 49
2023
Q4 		$330K Buy
+6,899
New +$309K 0.18% 84

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Napa Wealth Management's VEA Position: Q1 2025 in Review

Napa Wealth Management sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q1 2025, closing a stake of 5,454 shares — an estimated $261K sold.

Napa Wealth Management first reported a position in VEA in Q4 2023 and held it in 4 quarters. The position peaked at $350K in Q1 2024. 2,468 funds tracked by Wall St. Rank hold VEA as of Q1 2025.

  • Napa Wealth Management reported no remaining Vanguard FTSE Developed Markets ETF position as of Q1 2025 after selling out during the quarter.
  • Napa Wealth Management sold 5,454 Vanguard FTSE Developed Markets ETF shares in Q1 2025, an estimated $261K.
  • Napa Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2023 and held it in 4 quarters.
  • Napa Wealth Management's Vanguard FTSE Developed Markets ETF position peaked at $350K in Q1 2024.
  • 2,468 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2025.

Based on Napa Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.