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Trinity Financial Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Trinity Financial Advisors’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 		$6.2M Sell
87,016
-108
-0.1% -$7.52K 1.59% 20
2026
Q1 		$5.58M Sell
87,124
-400,068
-82% -$26.4M 1.59% 20
2025
Q4 		$30.4M Buy
487,192
+23,157
+5% +$1.42M 8.51% 3
2025
Q3 		$27.8M Buy
464,035
+5,872
+1% +$342K 8.03% 3
2025
Q2 		$26.1M Buy
458,163
+14,663
+3% +$785K 8% 3
2025
Q1 		$22.2M Buy
443,500
+44,829
+11% +$2.27M 8.01% 3
2024
Q4 		$19M Buy
398,671
+191,909
+93% +$9.64M 7.23% 3
2024
Q3 		$10M Buy
206,762
+160,191
+344% +$8.15M 4.49% 7
2024
Q2 		$2.3M Buy
46,571
+18,989
+69% +$945K 1.03% 19
2024
Q1 		$1.38M Sell
27,582
-1,900
-6% -$91.8K 0.62% 24
2023
Q4 		$1.41M Sell
29,482
-124,711
-81% -$5.58M 0.69% 21
2023
Q3 		$6.74M Sell
154,193
-2,688
-2% -$123K 3.58% 8
2023
Q2 		$7.24M Sell
156,881
-7,171
-4% -$330K 3.89% 7
2023
Q1 		$7.41M Sell
164,052
-3,971
-2% -$177K 4.53% 7
2022
Q4 		$7.05M Sell
168,023
-19,226
-10% -$779K 4.64% 6
2022
Q3 		$6.81M Sell
187,249
-562
-0.3% -$22.9K 4.93% 6
2022
Q2 		$7.66M Sell
187,811
-103,425
-36% -$4.6M 5.65% 5
2022
Q1 		$14M Sell
291,236
-54,213
-16% -$2.64M 8.75% 3
2021
Q4 		$17.6M Buy
345,449
+21,805
+7% +$1.12M 10.42% 3
2021
Q3 		$16.3M Buy
323,644
+47,042
+17% +$2.45M 10.93% 3
2021
Q2 		$14.3M Buy
276,602
+37,118
+15% +$1.92M 9.98% 3
2021
Q1 		$11.8M Buy
239,484
+50,982
+27% +$2.49M 9.1% 3
2020
Q4 		$8.95M Buy
+188,502
New +$8.29M 8.11% 3

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

Trinity Financial Advisors's VEA Position: Q2 2026 in Review

Trinity Financial Advisors reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 0.12% in Q2 2026, selling an estimated $7.52K and leaving 87,016 shares worth $6.2M. The position accounts for 1.59% of the portfolio, ranked #20.

Trinity Financial Advisors first reported a position in VEA in Q4 2020 and has held it in 23 quarters since. The position peaked at $30.4M in Q4 2025. 3,005 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

  • Trinity Financial Advisors held 87,016 shares of Vanguard FTSE Developed Markets ETF worth $6.2M as of Q2 2026.
  • Trinity Financial Advisors sold 108 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $7.52K.
  • Vanguard FTSE Developed Markets ETF made up 1.59% of Trinity Financial Advisors's portfolio in Q2 2026, its #20 holding.
  • Trinity Financial Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2020 and has held it in 23 quarters since.
  • Trinity Financial Advisors's Vanguard FTSE Developed Markets ETF position peaked at $30.4M in Q4 2025.
  • 3,005 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Trinity Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.