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Waldron Private Wealth’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Waldron Private Wealth’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 		$10.3M Buy
144,084
+1,254
+0.9% +$87.3K 0.36% 40
2026
Q1 		$9.15M Buy
142,830
+349
+0.2% +$23K 0.36% 39
2025
Q4 		$8.9M Buy
142,481
+524
+0.4% +$32.1K 0.35% 42
2025
Q3 		$8.51M Buy
141,957
+3,506
+3% +$204K 0.34% 42
2025
Q2 		$7.89M Sell
138,451
-2,681
-2% -$144K 0.34% 41
2025
Q1 		$7.17M Sell
141,132
-2,614
-2% -$132K 0.34% 40
2024
Q4 		$6.87M Buy
143,746
+3,531
+3% +$177K 0.28% 51
2024
Q3 		$7.4M Sell
140,215
-988
-0.7% -$50.2K 0.31% 46
2024
Q2 		$6.98M Sell
141,203
-2,179
-2% -$108K 0.31% 44
2024
Q1 		$7.19M Buy
143,382
+8,886
+7% +$429K 0.32% 44
2023
Q4 		$6.44M Sell
134,496
-1,327
-1% -$59.4K 0.31% 48
2023
Q3 		$5.94M Sell
135,823
-887
-0.6% -$40.6K 0.31% 49
2023
Q2 		$6.31M Sell
136,710
-5,891
-4% -$271K 0.32% 46
2023
Q1 		$6.44M Sell
142,601
-569,838
-80% -$25.4M 0.31% 42
2022
Q4 		$25.9M Hold
712,439
– – 1.61% 11
2022
Q3 		$25.9M Buy
712,439
+56,874
+9% +$2.32M 1.61% 11
2022
Q2 		$26.7M Sell
655,565
-45,037
-6% -$2M 1.5% 13
2022
Q1 		$33.6M Sell
700,602
-3,697
-0.5% -$180K 1.73% 9
2021
Q4 		$36M Buy
704,299
+51,451
+8% +$2.64M 1.77% 10
2021
Q3 		$33M Buy
652,848
+50,183
+8% +$2.61M 1.92% 11
2021
Q2 		$31M Buy
602,665
+67,164
+13% +$3.47M 1.98% 10
2021
Q1 		$26.3M Buy
535,501
+50,167
+10% +$2.45M 1.83% 12
2020
Q4 		$22.9M Buy
485,334
+19,076
+4% +$839K 1.7% 13
2020
Q3 		$19.1M Sell
466,258
-22,552
-5% -$925K 1.63% 14
2020
Q2 		$19M Buy
488,810
+111,451
+30% +$4.07M 1.68% 14
2020
Q1 		$12.6M Sell
377,359
-144,229
-28% -$5.79M 1.34% 20
2019
Q4 		$23M Sell
521,588
-3,576
-0.7% -$152K 2.05% 8
2019
Q3 		$21.6M Buy
525,164
+16,026
+3% +$654K 2.2% 8
2019
Q2 		$21.2M Buy
509,138
+56,397
+12% +$2.32M 2.26% 9
2019
Q1 		$18.6M Buy
452,741
+161,543
+55% +$6.46M 2.09% 9
2018
Q4 		$10.8M Buy
291,198
+279,020
+2,291% +$11M 1.56% 14
2018
Q3 		$526K Sell
12,178
-439
-3% -$18.9K 0.1% 98
2018
Q2 		$541K Buy
12,617
+3,391
+37% +$151K 0.12% 83
2018
Q1 		$408K Buy
9,226
+3,185
+53% +$145K 0.09% 97
2017
Q4 		$270K Buy
+6,041
New +$267K 0.06% 134
2017
Q2 		– Sell
-10,635
Closed -$381K – 207
2017
Q1 		$381K Buy
+10,635
New +$408K 0.1% 137

Other funds holding VEA

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Waldron Private Wealth's VEA Position: Q2 2026 in Review

Waldron Private Wealth increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 0.88% in Q2 2026, buying an estimated $87.3K and bringing the position to 144,084 shares worth $10.3M. The position accounts for 0.36% of the portfolio, ranked #40.

Waldron Private Wealth first reported a position in VEA in Q1 2017 and has held it in 36 quarters since. The position peaked at $36M in Q4 2021. 1,588 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

  • Waldron Private Wealth held 144,084 shares of Vanguard FTSE Developed Markets ETF worth $10.3M as of Q2 2026.
  • Waldron Private Wealth bought 1,254 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $87.3K.
  • Vanguard FTSE Developed Markets ETF made up 0.36% of Waldron Private Wealth's portfolio in Q2 2026, its #40 holding.
  • Waldron Private Wealth first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2017 and has held it in 36 quarters since.
  • Waldron Private Wealth's Vanguard FTSE Developed Markets ETF position peaked at $36M in Q4 2021.
  • 1,588 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.