VFIC
VEA icon

Valley Forge Investment Consultants’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Valley Forge Investment Consultants’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
2025
Q1 		– Sell
-10,585
Closed -$506K – 90
2024
Q4 		$506K Buy
10,585
+438
+4% +$22K 0.17% 49
2024
Q3 		$536K Buy
10,147
+28
+0.3% +$1.42K 0.19% 47
2024
Q2 		$500K Buy
10,119
+93
+0.9% +$4.63K 0.19% 46
2024
Q1 		$503K Sell
10,026
-1,235
-11% -$59.6K 0.2% 41
2023
Q4 		$539K Buy
11,261
+81
+0.7% +$3.63K 0.24% 40
2023
Q3 		$489K Buy
11,180
+4,784
+75% +$219K 0.22% 44
2023
Q2 		$295K Buy
6,396
+121
+2% +$5.57K 0.15% 50
2023
Q1 		$283K Sell
6,275
-5,837
-48% -$260K 0.15% 49
2022
Q4 		$508K Sell
12,112
-23,756
-66% -$962K 0.27% 35
2022
Q3 		$1.3M Buy
35,868
+115
+0.3% +$4.69K 0.72% 21
2022
Q2 		$1.46M Sell
35,753
-656
-2% -$29.2K 0.73% 19
2022
Q1 		$1.75M Buy
36,409
+2,772
+8% +$135K 0.72% 21
2021
Q4 		$1.72M Sell
33,637
-3,944
-10% -$203K 0.76% 21
2021
Q3 		$1.9M Buy
37,581
+9,640
+35% +$501K 1.02% 17
2021
Q2 		$1.44M Buy
27,941
+7,058
+34% +$364K 0.78% 22
2021
Q1 		$1.03M Buy
20,883
+98
+0.5% +$4.79K 0.7% 24
2020
Q4 		$981K Buy
+20,785
New +$914K 0.85% 23

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Valley Forge Investment Consultants's VEA Position: Q1 2025 in Review

Valley Forge Investment Consultants sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q1 2025, closing a stake of 10,585 shares — an estimated $506K sold.

Valley Forge Investment Consultants first reported a position in VEA in Q4 2020 and held it in 17 quarters. The position peaked at $1.9M in Q3 2021. 2,467 funds tracked by Wall St. Rank hold VEA as of Q1 2025.

  • Valley Forge Investment Consultants reported no remaining Vanguard FTSE Developed Markets ETF position as of Q1 2025 after selling out during the quarter.
  • Valley Forge Investment Consultants sold 10,585 Vanguard FTSE Developed Markets ETF shares in Q1 2025, an estimated $506K.
  • Valley Forge Investment Consultants first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2020 and held it in 17 quarters.
  • Valley Forge Investment Consultants's Vanguard FTSE Developed Markets ETF position peaked at $1.9M in Q3 2021.
  • 2,467 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2025.

Based on Valley Forge Investment Consultants's 13F filing for Q1 2025, filed 8 May 2025.