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Roger Wittlin Investment Advisory’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Roger Wittlin Investment 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
2025
Q3 		– Sell
-3,613
Closed -$206K – 43
2025
Q2 		$206K Buy
+3,613
New +$194K 0.11% 43

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Roger Wittlin Investment Advisory's VEA Position: Q3 2025 in Review

Roger Wittlin Investment Advisory sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q3 2025, closing a stake of 3,613 shares — an estimated $206K sold.

Roger Wittlin Investment Advisory first reported a position in VEA in Q2 2025 and held it in 1 quarter. The position peaked at $206K in Q2 2025. 2,565 funds tracked by Wall St. Rank hold VEA as of Q3 2025.

  • Roger Wittlin Investment Advisory reported no remaining Vanguard FTSE Developed Markets ETF position as of Q3 2025 after selling out during the quarter.
  • Roger Wittlin Investment Advisory sold 3,613 Vanguard FTSE Developed Markets ETF shares in Q3 2025, an estimated $206K.
  • Roger Wittlin Investment Advisory first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2025 and held it in 1 quarter.
  • Roger Wittlin Investment Advisory's Vanguard FTSE Developed Markets ETF position peaked at $206K in Q2 2025.
  • 2,565 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2025.

Based on Roger Wittlin Investment Advisory's 13F filing for Q3 2025, filed 27 Oct 2025.