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

Smallwood Wealth Investment 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 		$11.3K Buy
158
+57
+56% +$3.97K ﹤0.01% 328
2026
Q1 		$6.47K Hold
101
– – ﹤0.01% 353
2025
Q4 		$6.31K Buy
101
+4
+4% +$245 ﹤0.01% 341
2025
Q3 		$5.81K Hold
97
– – ﹤0.01% 342
2025
Q2 		$5.53K Hold
97
– – ﹤0.01% 347
2025
Q1 		$4.93K Buy
+97
New +$4.91K ﹤0.01% 346

Other funds holding VEA

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
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
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Smallwood Wealth Investment Management's VEA Position: Q2 2026 in Review

Smallwood Wealth Investment Management increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 56% in Q2 2026, buying an estimated $3.97K and bringing the position to 158 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #328.

Smallwood Wealth Investment Management first reported a position in VEA in Q1 2025 and has held it in 6 quarters since. 1,503 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

  • Smallwood Wealth Investment Management held 158 shares of Vanguard FTSE Developed Markets ETF worth $11.3K as of Q2 2026.
  • Smallwood Wealth Investment Management bought 57 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $3.97K.
  • Vanguard FTSE Developed Markets ETF made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #328 holding.
  • Smallwood Wealth Investment Management first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,503 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.