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

Serenus 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
2025
Q2 		– Sell
-13,494
Closed -$686K – 67
2025
Q1 		$686K Sell
13,494
-2,408
-15% -$122K 0.11% 30
2024
Q4 		$760K Buy
+15,902
New +$799K 0.13% 28

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
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
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
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Serenus Wealth Advisors's VEA Position: Q2 2025 in Review

Serenus Wealth Advisors sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q2 2025, closing a stake of 13,494 shares — an estimated $686K sold.

Serenus Wealth Advisors first reported a position in VEA in Q4 2024 and held it in 2 quarters. The position peaked at $760K in Q4 2024. 2,544 funds tracked by Wall St. Rank hold VEA as of Q2 2025.

  • Serenus Wealth Advisors reported no remaining Vanguard FTSE Developed Markets ETF position as of Q2 2025 after selling out during the quarter.
  • Serenus Wealth Advisors sold 13,494 Vanguard FTSE Developed Markets ETF shares in Q2 2025, an estimated $686K.
  • Serenus Wealth Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2024 and held it in 2 quarters.
  • Serenus Wealth Advisors's Vanguard FTSE Developed Markets ETF position peaked at $760K in Q4 2024.
  • 2,544 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2025.

Based on Serenus Wealth Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.