Richardson Financial Services’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Richardson Financial Services’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	$2.98M	Sell	41,799 -2,205	-5%	-$154K	1.69%	11
2026 Q1	$2.82M	Sell	44,004 -942	-2%	-$62.2K	1.76%	10
2025 Q4	$1.06M	Buy	44,946 +10	+0%	+$613	0.34%	31
2025 Q3	$2.69M	Sell	44,936 -221	-0.5%	-$12.9K	1.67%	12
2025 Q2	$2.57M	Buy	45,157 +31,946	+242%	+$1.71M	1.73%	11
2025 Q1	$672K	Sell	13,211 -31,382	-70%	-$1.59M	0.51%	47
2024 Q4	$2.13M	Sell	44,593 -45,545	-51%	-$2.29M	1.5%	12
2024 Q3	$4.61M	Buy	90,138 +45,474	+102%	+$2.31M	2.93%	6
2024 Q2	$2.21M	Buy	44,664 +834	+2%	+$41.5K	1.59%	11
2024 Q1	$2.2M	Buy	43,830 +43,521	+14,084%	+$2.1M	1.55%	10
2023 Q4	$14.8K	Buy	+309	New	+$13.8K	0.01%	287

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

Richardson Financial Services's VEA Position: Q2 2026 in Review

Richardson Financial Services reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 5% in Q2 2026, selling an estimated $154K and leaving 41,799 shares worth $2.98M. The position accounts for 1.69% of the portfolio, ranked #11.

Richardson Financial Services first reported a position in VEA in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.61M in Q3 2024. 2,997 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

Richardson Financial Services held 41,799 shares of Vanguard FTSE Developed Markets ETF worth $2.98M as of Q2 2026.
Richardson Financial Services sold 2,205 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $154K.
Vanguard FTSE Developed Markets ETF made up 1.69% of Richardson Financial Services's portfolio in Q2 2026, its #11 holding.
Richardson Financial Services first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2023 and has held it in 11 quarters since.
Richardson Financial Services's Vanguard FTSE Developed Markets ETF position peaked at $4.61M in Q3 2024.
2,997 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.