TMWM
VEA icon

Taylor & Morgan Wealth Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Taylor & Morgan 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 		$1.31M Sell
18,451
-681
-4% -$47.4K 0.65% 26
2026
Q1 		$1.23M Sell
19,132
-476
-2% -$31.4K 0.7% 24
2025
Q4 		$1.22M Sell
19,608
-218
-1% -$13.4K 0.69% 24
2025
Q3 		$1.19M Buy
19,826
+281
+1% +$16.4K 0.73% 22
2025
Q2 		$1.11M Sell
19,545
-372
-2% -$19.9K 0.75% 22
2025
Q1 		$1.01M Buy
19,917
+440
+2% +$22.3K 0.76% 24
2024
Q4 		$931K Sell
19,477
-996
-5% -$50K 0.65% 25
2024
Q3 		$1.08M Sell
20,473
-96
-0.5% -$4.88K 0.73% 22
2024
Q2 		$1.02M Buy
20,569
+727
+4% +$36.2K 0.72% 23
2024
Q1 		$995K Sell
19,842
-768
-4% -$37.1K 0.73% 23
2023
Q4 		$987K Sell
20,610
-1,309
-6% -$58.6K 0.79% 23
2023
Q3 		$958K Sell
21,919
-171
-0.8% -$7.83K 0.86% 23
2023
Q2 		$1.02M Buy
22,090
+43
+0.2% +$1.98K 0.84% 23
2023
Q1 		$996K Buy
22,047
+97
+0.4% +$4.32K 0.87% 25
2022
Q4 		$921K Buy
21,950
+169
+0.8% +$6.85K 0.87% 28
2022
Q3 		$792K Sell
21,781
-9,556
-30% -$389K 0.79% 26
2022
Q2 		$1.28M Sell
31,337
-551
-2% -$24.5K 1.21% 16
2022
Q1 		$1.53M Buy
31,888
+4,607
+17% +$224K 1.25% 19
2021
Q4 		$1.39M Buy
+27,281
New +$1.4M 1.13% 23

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

Taylor & Morgan Wealth Management's VEA Position: Q2 2026 in Review

Taylor & Morgan Wealth Management reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 3.6% in Q2 2026, selling an estimated $47.4K and leaving 18,451 shares worth $1.31M. The position accounts for 0.65% of the portfolio, ranked #26.

Taylor & Morgan Wealth Management first reported a position in VEA in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.53M in Q1 2022. 1,509 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

  • Taylor & Morgan Wealth Management held 18,451 shares of Vanguard FTSE Developed Markets ETF worth $1.31M as of Q2 2026.
  • Taylor & Morgan Wealth Management sold 681 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $47.4K.
  • Vanguard FTSE Developed Markets ETF made up 0.65% of Taylor & Morgan Wealth Management's portfolio in Q2 2026, its #26 holding.
  • Taylor & Morgan Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2021 and has held it in 19 quarters since.
  • Taylor & Morgan Wealth Management's Vanguard FTSE Developed Markets ETF position peaked at $1.53M in Q1 2022.
  • 1,509 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Taylor & Morgan Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.