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

National Wealth Management Group’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 		$2.77M Buy
38,911
+27,432
+239% +$1.91M 0.86% 33
2026
Q1 		$736K Sell
11,479
-3,586
-24% -$237K 0.27% 85
2025
Q4 		$941K Buy
15,065
+8,776
+140% +$538K 0.33% 74
2025
Q3 		$377K Buy
6,289
+1,965
+45% +$115K 0.14% 160
2025
Q2 		$247K Hold
4,324
– – 0.14% 137
2025
Q1 		$220K Sell
4,324
-495
-10% -$25K 0.14% 135
2024
Q4 		$230K Buy
4,819
+193
+4% +$9.69K 0.15% 129
2024
Q3 		$244K Hold
4,626
– – 0.17% 126
2024
Q2 		$229K Buy
4,626
+43
+0.9% +$2.14K 0.17% 121
2024
Q1 		$230K Sell
4,583
-178
-4% -$8.6K 0.18% 121
2023
Q4 		$228K Sell
4,761
-35
-0.7% -$1.57K 0.22% 121
2023
Q3 		$210K Hold
4,796
– – 0.23% 117
2023
Q2 		$222K Sell
4,796
-707
-13% -$32.5K 0.23% 117
2023
Q1 		$253K Buy
5,503
+168
+3% +$7.48K 0.29% 111
2022
Q4 		$224K Sell
5,335
-174
-3% -$7.05K 0.27% 117
2022
Q3 		$200K Sell
5,509
-209
-4% -$8.52K 0.26% 117
2022
Q2 		$233K Hold
5,718
– – 0.29% 94
2022
Q1 		$275K Hold
5,718
– – 0.26% 89
2021
Q4 		$292K Buy
+5,718
New +$294K 0.27% 91

Other funds holding VEA

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

National Wealth Management Group's VEA Position: Q2 2026 in Review

National Wealth Management Group increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 239% in Q2 2026, buying an estimated $1.91M and bringing the position to 38,911 shares worth $2.77M. The position accounts for 0.86% of the portfolio, ranked #33.

National Wealth Management Group first reported a position in VEA in Q4 2021 and has held it in 19 quarters since. 895 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

  • National Wealth Management Group held 38,911 shares of Vanguard FTSE Developed Markets ETF worth $2.77M as of Q2 2026.
  • National Wealth Management Group bought 27,432 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $1.91M.
  • Vanguard FTSE Developed Markets ETF made up 0.86% of National Wealth Management Group's portfolio in Q2 2026, its #33 holding.
  • National Wealth Management Group first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2021 and has held it in 19 quarters since.
  • 895 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.