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

Smith Salley 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 		$1.83M Buy
25,675
+3,129
+14% +$218K 0.08% 126
2026
Q1 		$1.44M Buy
22,546
+1,250
+6% +$82.5K 0.07% 135
2025
Q4 		$1.33M Buy
21,296
+1,200
+6% +$73.5K 0.07% 141
2025
Q3 		$1.2M Buy
20,096
+168
+0.8% +$9.79K 0.06% 139
2025
Q2 		$1.14M Buy
19,928
+600
+3% +$32.1K 0.07% 139
2025
Q1 		$982K Sell
19,328
-207
-1% -$10.5K 0.06% 143
2024
Q4 		$934K Sell
19,535
-1,465
-7% -$73.6K 0.06% 145
2024
Q3 		$1.11M Buy
21,000
+732
+4% +$37.2K 0.07% 135
2024
Q2 		$1M Sell
20,268
-614
-3% -$30.6K 0.07% 138
2024
Q1 		$1.05M Buy
20,882
+1,323
+7% +$63.9K 0.08% 125
2023
Q4 		$937K Sell
19,559
-3,062
-14% -$137K 0.06% 145
2023
Q3 		$989K Sell
22,621
-1,087
-5% -$49.7K 0.07% 126
2023
Q2 		$1.09M Buy
23,708
+6,215
+36% +$286K 0.08% 120
2023
Q1 		$790K Buy
+17,493
New +$779K 0.06% 141
2022
Q2 		– Sell
-27,858
Closed -$1.34M – 244
2022
Q1 		$1.34M Buy
27,858
+1,339
+5% +$65.2K 0.1% 125
2021
Q4 		$1.35M Hold
26,519
– – 0.1% 130
2021
Q3 		$1.34M Buy
26,519
+211
+0.8% +$11K 0.11% 125
2021
Q2 		$1.35M Buy
26,308
+62
+0.2% +$3.2K 0.11% 124
2021
Q1 		$1.29M Buy
+26,246
New +$1.28M 0.12% 112

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Smith Salley Wealth Management's VEA Position: Q2 2026 in Review

Smith Salley Wealth Management increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 14% in Q2 2026, buying an estimated $218K and bringing the position to 25,675 shares worth $1.83M. The position accounts for 0.08% of the portfolio, ranked #126.

Smith Salley Wealth Management first reported a position in VEA in Q1 2021 and has held it in 19 quarters since. 2,997 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

  • Smith Salley Wealth Management held 25,675 shares of Vanguard FTSE Developed Markets ETF worth $1.83M as of Q2 2026.
  • Smith Salley Wealth Management bought 3,129 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $218K.
  • Vanguard FTSE Developed Markets ETF made up 0.08% of Smith Salley Wealth Management's portfolio in Q2 2026, its #126 holding.
  • Smith Salley Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2021 and has held it in 19 quarters since.
  • 2,997 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

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