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Wade Financial Advisory’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Wade Financial Advisory’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 		$21.3M Buy
418,759
+9,540
+2% +$483K 7.29% 3
2024
Q4 		$19.6M Buy
409,219
+26,152
+7% +$1.31M 6.63% 4
2024
Q3 		$20.2M Buy
383,067
+4,263
+1% +$217K 6.81% 4
2024
Q2 		$18.7M Buy
378,804
+1,521
+0.4% +$75.7K 6.74% 4
2024
Q1 		$18.9M Buy
377,283
+6,847
+2% +$331K 6.9% 4
2023
Q4 		$17.7M Sell
370,436
-960
-0.3% -$43K 6.71% 3
2023
Q3 		$16.2M Buy
371,396
+18,500
+5% +$847K 6.95% 3
2023
Q2 		$16.3M Buy
352,896
+33,426
+10% +$1.54M 6.46% 3
2023
Q1 		$14.4M Buy
319,470
+7,184
+2% +$320K 6.06% 3
2022
Q4 		$13.1M Buy
312,286
+46,590
+18% +$1.89M 5.94% 3
2022
Q3 		$9.66M Sell
265,696
-8,066
-3% -$329K 4.84% 5
2022
Q2 		$11.2M Buy
273,762
+65,132
+31% +$2.9M 5.3% 3
2022
Q1 		$10M Sell
208,630
-4,295
-2% -$209K 4.3% 6
2021
Q4 		$10.9M Buy
212,925
+15,407
+8% +$791K 5.65% 3
2021
Q3 		$9.97M Buy
197,518
+5,656
+3% +$294K 5.63% 3
2021
Q2 		$9.88M Buy
191,862
+26,778
+16% +$1.38M 5.42% 3
2021
Q1 		$8.11M Buy
165,084
+6,189
+4% +$302K 5.12% 5
2020
Q4 		$7.5M Buy
158,895
+21,615
+16% +$951K 5.03% 6
2020
Q3 		$5.62M Buy
137,280
+12,617
+10% +$518K 4.42% 6
2020
Q2 		$4.84M Buy
124,663
+32,087
+35% +$1.17M 4.18% 6
2020
Q1 		$3.09M Sell
92,576
-46,999
-34% -$1.89M 3.08% 11
2019
Q4 		$6.15M Buy
+139,575
New +$5.95M 5.43% 6

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 $11.5B AUM 18.72% 1-Year Est. Return

Wade Financial Advisory's VEA Position: Q1 2025 in Review

Wade Financial Advisory increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 2.3% in Q1 2025, buying an estimated $483K and bringing the position to 418,759 shares worth $21.3M. The position accounts for 7.29% of the portfolio, ranked #3.

Wade Financial Advisory first reported a position in VEA in Q4 2019 and has held it in 22 quarters since. 2,467 funds tracked by Wall St. Rank hold VEA as of Q1 2025.

  • Wade Financial Advisory held 418,759 shares of Vanguard FTSE Developed Markets ETF worth $21.3M as of Q1 2025.
  • Wade Financial Advisory bought 9,540 Vanguard FTSE Developed Markets ETF shares in Q1 2025, an estimated $483K.
  • Vanguard FTSE Developed Markets ETF made up 7.29% of Wade Financial Advisory's portfolio in Q1 2025, its #3 holding.
  • Wade Financial Advisory first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2019 and has held it in 22 quarters since.
  • 2,467 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2025.

Based on Wade Financial Advisory's 13F filing for Q1 2025, filed 9 May 2025.