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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Richardson Financial Services's VEA Position: Q1 2026 in Review

Richardson Financial Services reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 2.1% in Q1 2026, selling an estimated $62.2K and leaving 44,004 shares worth $2.82M. The position accounts for 1.76% of the portfolio, ranked #10.

Richardson Financial Services first reported a position in VEA in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.61M in Q3 2024. 2,891 funds tracked by Wall St. Rank hold VEA as of Q1 2026.

  • Richardson Financial Services held 44,004 shares of Vanguard FTSE Developed Markets ETF worth $2.82M as of Q1 2026.
  • Richardson Financial Services sold 942 Vanguard FTSE Developed Markets ETF shares in Q1 2026, an estimated $62.2K.
  • Vanguard FTSE Developed Markets ETF made up 1.76% of Richardson Financial Services's portfolio in Q1 2026, its #10 holding.
  • Richardson Financial Services first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2023 and has held it in 10 quarters since.
  • Richardson Financial Services's Vanguard FTSE Developed Markets ETF position peaked at $4.61M in Q3 2024.
  • 2,891 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.