Principia Wealth Advisory’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Principia Wealth Advisory’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	$11.5M	Sell	162,058 -36,338	-18%	-$2.53M	5.75%	3
2026 Q1	$12.7M	Buy	198,396 +44,387	+29%	+$2.93M	7.19%	2
2025 Q4	$9.62M	Buy	154,009 +53,446	+53%	+$3.27M	6.02%	4
2025 Q3	$6.03M	Buy	100,563 +77,770	+341%	+$4.53M	4.16%	6
2025 Q2	$1.3M	Buy	+22,793	New	+$1.22M	1.1%	23

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

Principia Wealth Advisory's VEA Position: Q2 2026 in Review

Principia Wealth Advisory reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 18% in Q2 2026, selling an estimated $2.53M and leaving 162,058 shares worth $11.5M. The position accounts for 5.75% of the portfolio, ranked #3.

Principia Wealth Advisory first reported a position in VEA in Q2 2025 and has held it in 5 quarters since. The position peaked at $12.7M in Q1 2026. 2,992 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

Principia Wealth Advisory held 162,058 shares of Vanguard FTSE Developed Markets ETF worth $11.5M as of Q2 2026.
Principia Wealth Advisory sold 36,338 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $2.53M.
Vanguard FTSE Developed Markets ETF made up 5.75% of Principia Wealth Advisory's portfolio in Q2 2026, its #3 holding.
Principia Wealth Advisory first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2025 and has held it in 5 quarters since.
Principia Wealth Advisory's Vanguard FTSE Developed Markets ETF position peaked at $12.7M in Q1 2026.
2,992 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.