Roehl & Yi Investment Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Roehl & Yi Investment Advisors’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	$4.25M	Buy	156,405 +3,551	+2%	+$247K	1.4%	17
2026 Q1	$3.61M	Buy	152,854 +44,364	+41%	+$2.93M	1.35%	19
2025 Q4	$3.17M	Buy	108,490 +10,798	+11%	+$661K	1.26%	17
2025 Q3	$2.4M	Buy	97,692 +3,618	+4%	+$211K	1.04%	21
2025 Q2	$2.08M	Buy	94,074 +2,016	+2%	+$108K	1.06%	18
2025 Q1	$1.76M	Buy	92,058 +4,038	+5%	+$204K	0.95%	19
2024 Q4	$1.6M	Buy	+88,020	New	+$4.42M	0.88%	22

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

Roehl & Yi Investment Advisors's VEA Position: Q2 2026 in Review

Roehl & Yi Investment Advisors increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 2.3% in Q2 2026, buying an estimated $247K and bringing the position to 156,405 shares worth $4.25M. The position accounts for 1.4% of the portfolio, ranked #17.

Roehl & Yi Investment Advisors first reported a position in VEA in Q4 2024 and has held it in 7 quarters since. 2,989 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

Roehl & Yi Investment Advisors held 156,405 shares of Vanguard FTSE Developed Markets ETF worth $4.25M as of Q2 2026.
Roehl & Yi Investment Advisors bought 3,551 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $247K.
Vanguard FTSE Developed Markets ETF made up 1.4% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #17 holding.
Roehl & Yi Investment Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2024 and has held it in 7 quarters since.
2,989 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.