Rooted Wealth Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Rooted Wealth 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	$670K	Buy	9,399 +22	+0.2%	+$1.53K	0.16%	80
2026 Q1	$650K	Buy	9,377 +323	+4%	+$21.3K	0.17%	80
2025 Q4	$605K	Sell	9,054 -3	-0%	-$184	0.17%	81
2025 Q3	$553K	Sell	9,057 -263	-3%	-$15.3K	0.17%	76
2025 Q2	$530K	Sell	9,320 -192	-2%	-$10.3K	0.18%	65
2025 Q1	$446K	Buy	9,512 +28	+0.3%	+$1.42K	0.19%	63
2024 Q4	$458K	Sell	9,484 -1,596	-14%	-$80.1K	0.18%	59
2024 Q3	$575K	Sell	11,080 -1,024	-8%	-$52.1K	0.26%	49
2024 Q2	$613K	Buy	12,104 +538	+5%	+$26.8K	0.27%	53
2024 Q1	$574K	Buy	11,566 +832	+8%	+$40.2K	0.28%	51
2023 Q4	$510K	Buy	+10,734	New	+$481K	0.27%	54
2023 Q2	–	Sell	-4,549	Closed	-$210K	–	101
2023 Q1	$210K	Sell	4,549 -683	-13%	-$30.4K	0.16%	81
2022 Q4	$220K	Buy	+5,232	New	+$212K	0.18%	67

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

Rooted Wealth Advisors's VEA Position: Q2 2026 in Review

Rooted Wealth Advisors increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 0.23% in Q2 2026, buying an estimated $1.53K and bringing the position to 9,399 shares worth $670K. The position accounts for 0.16% of the portfolio, ranked #80.

Rooted Wealth Advisors first reported a position in VEA in Q4 2022 and has held it in 13 quarters since. 2,992 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

Rooted Wealth Advisors held 9,399 shares of Vanguard FTSE Developed Markets ETF worth $670K as of Q2 2026.
Rooted Wealth Advisors bought 22 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $1.53K.
Vanguard FTSE Developed Markets ETF made up 0.16% of Rooted Wealth Advisors's portfolio in Q2 2026, its #80 holding.
Rooted Wealth Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2022 and has held it in 13 quarters since.
2,992 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Rooted Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.