True Wealth Design
VEA icon

True Wealth Design’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

True Wealth Design’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
Q3 		$320K Sell
4,538
-53
-1% -$3.8K 0.08% 69
2026
Q2 		$327K Buy
4,591
+314
+7% +$21.9K 0.08% 63
2026
Q1 		$274K Sell
4,277
-11
-0.3% -$726 0.08% 63
2025
Q4 		$268K Sell
4,288
-96
-2% -$5.88K 0.08% 56
2025
Q3 		$263K Buy
4,384
+182
+4% +$10.6K 0.08% 51
2025
Q2 		$240K Sell
4,202
-1,933
-32% -$104K 0.08% 41
2025
Q1 		$312K Buy
6,135
+593
+11% +$30K 0.12% 22
2024
Q4 		$265K Hold
5,542
– – 0.1% 24
2024
Q3 		$293K Sell
5,542
-24,872
-82% -$1.26M 0.11% 25
2024
Q2 		$1.5M Sell
30,414
-192
-0.6% -$9.6K 0.37% 24
2024
Q1 		$1.54M Buy
30,606
+175
+0.6% +$8.45K 0.38% 23
2023
Q4 		$1.46M Buy
30,431
+5,152
+20% +$231K 0.41% 24
2023
Q3 		$1.11M Sell
25,279
-1,483
-6% -$67.9K 0.37% 25
2023
Q2 		$1.24M Sell
26,762
-288
-1% -$13.2K 0.45% 23
2023
Q1 		$1.22M Sell
27,050
-1,585
-6% -$70.6K 0.51% 26
2022
Q4 		$1.2M Buy
+28,635
New +$1.16M 0.56% 22

Other funds holding VEA

CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Tanglewood Wealth Management
Tanglewood Wealth Management Houston, Texas $1.2B AUM 13.27% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

True Wealth Design's VEA Position: Q3 2026 in Review

True Wealth Design reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 1.2% in Q3 2026, selling an estimated $3.8K and leaving 4,538 shares worth $320K. The position accounts for 0.08% of the portfolio, ranked #69.

True Wealth Design first reported a position in VEA in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.54M in Q1 2024. 1,087 funds tracked by Wall St. Rank hold VEA as of Q3 2026.

  • True Wealth Design held 4,538 shares of Vanguard FTSE Developed Markets ETF worth $320K as of Q3 2026.
  • True Wealth Design sold 53 Vanguard FTSE Developed Markets ETF shares in Q3 2026, an estimated $3.8K.
  • Vanguard FTSE Developed Markets ETF made up 0.08% of True Wealth Design's portfolio in Q3 2026, its #69 holding.
  • True Wealth Design first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2022 and has held it in 16 quarters since.
  • True Wealth Design's Vanguard FTSE Developed Markets ETF position peaked at $1.54M in Q1 2024.
  • 1,087 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.