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Shotwell Rutter Baer’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Shotwell Rutter Baer’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
Q3 		$12.2M Sell
172,954
-815
-0.5% -$58.5K 6.79% 5
2026
Q2 		$12.4M Sell
173,769
-3,916
-2% -$273K 6.8% 6
2026
Q1 		$11.4M Buy
177,685
+3,267
+2% +$216K 6.69% 6
2025
Q4 		$11.2M Buy
174,418
+2,789
+2% +$171K 6.7% 6
2025
Q3 		$10.4M Sell
171,629
-1,483
-0.9% -$86.4K 6.74% 5
2025
Q2 		$9.9M Buy
173,112
+917
+0.5% +$49.1K 6.73% 5
2025
Q1 		$8.08M Buy
172,195
+211
+0.1% +$10.7K 7.13% 5
2024
Q4 		$8.17M Buy
171,984
+7,273
+4% +$365K 6.89% 5
2024
Q3 		$8.59M Buy
164,711
+4,846
+3% +$246K 7.06% 5
2024
Q2 		$8.01M Buy
+159,865
New +$7.95M 7.1% 5
2024
Q1 		– Sell
-155,970
Closed -$7.42M – 32
2023
Q4 		$7.42M Buy
+155,970
New +$6.98M 7.08% 4

Other funds holding VEA

CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Shotwell Rutter Baer's VEA Position: Q3 2026 in Review

Shotwell Rutter Baer reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 0.47% in Q3 2026, selling an estimated $58.5K and leaving 172,954 shares worth $12.2M. The position accounts for 6.79% of the portfolio, ranked #5.

Shotwell Rutter Baer first reported a position in VEA in Q4 2023 and has held it in 11 quarters since. The position peaked at $12.4M in Q2 2026. 811 funds tracked by Wall St. Rank hold VEA as of Q3 2026.

  • Shotwell Rutter Baer held 172,954 shares of Vanguard FTSE Developed Markets ETF worth $12.2M as of Q3 2026.
  • Shotwell Rutter Baer sold 815 Vanguard FTSE Developed Markets ETF shares in Q3 2026, an estimated $58.5K.
  • Vanguard FTSE Developed Markets ETF made up 6.79% of Shotwell Rutter Baer's portfolio in Q3 2026, its #5 holding.
  • Shotwell Rutter Baer first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2023 and has held it in 11 quarters since.
  • Shotwell Rutter Baer's Vanguard FTSE Developed Markets ETF position peaked at $12.4M in Q2 2026.
  • 811 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2026.

Based on Shotwell Rutter Baer's 13F filing for Q3 2026, filed 14 Oct 2026.