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

Sherman 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 		$3.63M Buy
50,976
+1,395
+3% +$97.2K 2.73% 8
2026
Q1 		$3.18M Buy
49,581
+1,485
+3% +$98K 2.73% 8
2025
Q4 		$3M Buy
+48,096
New +$2.95M 2.61% 8

Other funds holding VEA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Sherman Wealth Management increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 2.8% in Q2 2026, buying an estimated $97.2K and bringing the position to 50,976 shares worth $3.63M. The position accounts for 2.73% of the portfolio, ranked #8.

Sherman Wealth Management first reported a position in VEA in Q4 2025 and has held it in 3 quarters since. 2,232 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

  • Sherman Wealth Management held 50,976 shares of Vanguard FTSE Developed Markets ETF worth $3.63M as of Q2 2026.
  • Sherman Wealth Management bought 1,395 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $97.2K.
  • Vanguard FTSE Developed Markets ETF made up 2.73% of Sherman Wealth Management's portfolio in Q2 2026, its #8 holding.
  • Sherman Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,232 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Sherman Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.