Shakespeare Wealth Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Shakespeare Wealth Management’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	$737K	Hold	10,343	–	–	0.2%	38
2026 Q1	$663K	Hold	10,343	–	–	0.16%	52
2025 Q4	$646K	Hold	10,343	–	–	0.14%	57
2025 Q3	$620K	Hold	10,343	–	–	0.14%	55
2025 Q2	$590K	Buy	10,343 +254	+3%	+$13.6K	0.16%	54
2025 Q1	$513K	Sell	10,089 -937	-8%	-$47.4K	0.14%	65
2024 Q4	$527K	Sell	11,026 -200	-2%	-$10K	0.14%	62
2024 Q3	$593K	Sell	11,226 -291	-3%	-$14.8K	0.16%	56
2024 Q2	$569K	Buy	11,517 +3,768	+49%	+$187K	0.16%	50
2024 Q1	$389K	Hold	7,749	–	–	0.11%	63
2023 Q4	$371K	Hold	7,749	–	–	0.11%	60
2023 Q3	$339K	Hold	7,749	–	–	0.12%	62
2023 Q2	$358K	Sell	7,749 -2,179	-22%	-$100K	0.12%	62
2023 Q1	$448K	Buy	9,928 +955	+11%	+$42.5K	0.16%	52
2022 Q4	$377K	Sell	8,973 -1,892	-17%	-$76.6K	0.14%	56
2022 Q3	$395K	Buy	10,865 +4,870	+81%	+$198K	0.17%	53
2022 Q2	$246K	Buy	5,995 +159	+3%	+$7.07K	0.1%	63
2022 Q1	$284K	Buy	5,836 +1,703	+41%	+$82.9K	0.1%	60
2021 Q4	$211K	Buy	+4,133	New	+$212K	0.08%	72

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 22.9% 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

Shakespeare Wealth Management's VEA Position: Q2 2026 in Review

Shakespeare Wealth Management held its Vanguard FTSE Developed Markets ETF (VEA) position steady in Q2 2026 at 10,343 shares worth $737K. The position accounts for 0.2% of the portfolio, ranked #38.

Shakespeare Wealth Management first reported a position in VEA in Q4 2021 and has held it in 19 quarters since. 3,011 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

Shakespeare Wealth Management held 10,343 shares of Vanguard FTSE Developed Markets ETF worth $737K as of Q2 2026.
Shakespeare Wealth Management left its Vanguard FTSE Developed Markets ETF share count unchanged in Q2 2026.
Vanguard FTSE Developed Markets ETF made up 0.2% of Shakespeare Wealth Management's portfolio in Q2 2026, its #38 holding.
Shakespeare Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2021 and has held it in 19 quarters since.
3,011 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Shakespeare Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.