Refined Wealth Management
VEA icon

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

Refined 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
Q3 		$21.3M Buy
302,006
+21,758
+8% +$1.56M 11.94% 1
2026
Q2 		$20M Buy
280,248
+581
+0.2% +$40.5K 12.05% 1
2026
Q1 		$17.9M Buy
279,667
+254,515
+1,012% +$16.8M 11.31% 1
2025
Q4 		$1.57M Buy
25,152
+16,948
+207% +$1.04M 1.06% 17
2025
Q3 		$492K Buy
+8,204
New +$478K 0.32% 24
2022
Q1 		– Sell
-3,920
Closed -$200K – 31
2021
Q4 		$200K Buy
+3,920
New +$201K 0.16% 22

Other funds holding VEA

WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Refined Wealth Management's VEA Position: Q3 2026 in Review

Refined Wealth Management increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 7.8% in Q3 2026, buying an estimated $1.56M and bringing the position to 302,006 shares worth $21.3M. The position accounts for 11.94% of the portfolio, ranked #1.

Refined Wealth Management first reported a position in VEA in Q4 2021 and has held it in 6 quarters since. 1,215 funds tracked by Wall St. Rank hold VEA as of Q3 2026.

  • Refined Wealth Management held 302,006 shares of Vanguard FTSE Developed Markets ETF worth $21.3M as of Q3 2026.
  • Refined Wealth Management bought 21,758 Vanguard FTSE Developed Markets ETF shares in Q3 2026, an estimated $1.56M.
  • Vanguard FTSE Developed Markets ETF made up 11.94% of Refined Wealth Management's portfolio in Q3 2026, its #1 holding.
  • Refined Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2021 and has held it in 6 quarters since.
  • 1,215 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2026.

Based on Refined Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.