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Topel & Distasi Wealth Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Topel & Distasi 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
Q1 		$4.23M Sell
65,991
-24,623
-27% -$1.63M 2.19% 13
2025
Q4 		$5.66M Sell
90,614
-2,144
-2% -$131K 2.76% 11
2025
Q3 		$5.56M Sell
92,758
-1,711
-2% -$99.7K 2.74% 12
2025
Q2 		$5.39M Sell
94,469
-5,391
-5% -$289K 2.82% 10
2025
Q1 		$5.08M Sell
99,860
-37,253
-27% -$1.89M 2.37% 12
2024
Q4 		$6.56M Sell
137,113
-115
-0.1% -$5.78K 2.81% 11
2024
Q3 		$7.25M Sell
137,228
-3,565
-3% -$181K 3% 10
2024
Q2 		$6.96M Sell
140,793
-816
-0.6% -$40.6K 3.06% 9
2024
Q1 		$7.1M Sell
141,609
-6,531
-4% -$315K 3.14% 9
2023
Q4 		$7.1M Sell
148,140
-877
-0.6% -$39.3K 3.37% 9
2023
Q3 		$6.52M Buy
149,017
+894
+0.6% +$40.9K 3.42% 9
2023
Q2 		$6.84M Sell
148,123
-450
-0.3% -$20.7K 3.44% 9
2023
Q1 		$6.71M Sell
148,573
-34,346
-19% -$1.53M 3.5% 9
2022
Q4 		$7.68M Sell
182,919
-435
-0.2% -$17.6K 4.3% 3
2022
Q3 		$7.71M Buy
183,354
+27,800
+18% +$1.13M 4.26% 4
2022
Q2 		$6.35M Buy
155,554
+6,092
+4% +$271K 3.67% 9
2022
Q1 		$7.18M Buy
149,462
+5,962
+4% +$290K 3.01% 10
2021
Q4 		$7.33M Buy
+143,500
New +$7.37M 2.99% 10

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Topel & Distasi Wealth Management's VEA Position: Q1 2026 in Review

Topel & Distasi Wealth Management reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 27% in Q1 2026, selling an estimated $1.63M and leaving 65,991 shares worth $4.23M. The position accounts for 2.19% of the portfolio, ranked #13.

Topel & Distasi Wealth Management first reported a position in VEA in Q4 2021 and has held it in 18 quarters since. The position peaked at $7.71M in Q3 2022. 2,891 funds tracked by Wall St. Rank hold VEA as of Q1 2026.

  • Topel & Distasi Wealth Management held 65,991 shares of Vanguard FTSE Developed Markets ETF worth $4.23M as of Q1 2026.
  • Topel & Distasi Wealth Management sold 24,623 Vanguard FTSE Developed Markets ETF shares in Q1 2026, an estimated $1.63M.
  • Vanguard FTSE Developed Markets ETF made up 2.19% of Topel & Distasi Wealth Management's portfolio in Q1 2026, its #13 holding.
  • Topel & Distasi Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2021 and has held it in 18 quarters since.
  • Topel & Distasi Wealth Management's Vanguard FTSE Developed Markets ETF position peaked at $7.71M in Q3 2022.
  • 2,891 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2026.

Based on Topel & Distasi Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.