Waller Financial Planning Group’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Waller Financial Planning Group’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	$11.2M	Sell	157,105 -2,359	-1%	-$164K	2.31%	13
2026 Q1	$10.2M	Sell	159,464 -2,632	-2%	-$174K	2.26%	13
2025 Q4	$10.1M	Sell	162,096 -12,258	-7%	-$751K	2.25%	14
2025 Q3	$10.4M	Sell	174,354 -1,700	-1%	-$99.1K	2.4%	11
2025 Q2	$10M	Buy	176,054 +6,083	+4%	+$326K	2.43%	10
2025 Q1	$8.64M	Sell	169,971 -2,790	-2%	-$141K	2.43%	10
2024 Q4	$8.26M	Buy	172,761 +2,230	+1%	+$112K	2.08%	13
2024 Q3	$9.01M	Sell	170,531 -2,739	-2%	-$139K	2.23%	11
2024 Q2	$8.56M	Sell	173,270 -7,268	-4%	-$362K	2.3%	11
2024 Q1	$9.06M	Sell	180,538 -35,653	-16%	-$1.72M	2.41%	11
2023 Q4	$10.4M	Sell	216,191 -5,281	-2%	-$236K	2.72%	12
2023 Q3	$9.68M	Sell	221,472 -2,325	-1%	-$106K	2.82%	12
2023 Q2	$10.3M	Buy	223,797 +8,169	+4%	+$376K	2.85%	12
2023 Q1	$9.74M	Sell	215,628 -10,575	-5%	-$471K	2.76%	12
2022 Q4	$9.49M	Sell	226,203 -6,301	-3%	-$255K	2.75%	11
2022 Q3	$8.45M	Buy	232,504 +17,354	+8%	+$707K	2.59%	11
2022 Q2	$8.78M	Buy	215,150 +6,989	+3%	+$311K	2.57%	11
2022 Q1	$10M	Buy	208,161 +23,288	+13%	+$1.13M	2.65%	9
2021 Q4	$9.44M	Buy	184,873 +10,691	+6%	+$549K	2.36%	10
2021 Q3	$8.79M	Buy	174,182 +915	+0.5%	+$47.6K	2.34%	9
2021 Q2	$8.93M	Buy	173,267 +2,036	+1%	+$105K	2.39%	9
2021 Q1	$8.41M	Sell	171,231 -3,072	-2%	-$150K	2.42%	9
2020 Q4	$8.23M	Buy	174,303 +5,487	+3%	+$241K	2.57%	9
2020 Q3	$6.91M	Sell	168,816 -3,093	-2%	-$127K	2.53%	10
2020 Q2	$6.67M	Sell	171,909 -27,909	-14%	-$1.02M	2.6%	8
2020 Q1	$6.66M	Buy	199,818 +87,946	+79%	+$3.53M	3.48%	10
2019 Q4	$4.93M	Sell	111,872 -4,031	-3%	-$172K	2.47%	15
2019 Q3	$4.91M	Sell	115,903 -2,135	-2%	-$87.2K	2.6%	15
2019 Q2	$4.92M	Sell	118,038 -7,739	-6%	-$319K	2.74%	15
2019 Q1	$5.29M	Sell	125,777 -17,035	-12%	-$681K	3.06%	13
2018 Q4	$5.3M	Buy	+142,812	New	+$5.65M	3.66%	9

Other funds holding VEA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Waller Financial Planning Group's VEA Position: Q2 2026 in Review

Waller Financial Planning Group reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 1.5% in Q2 2026, selling an estimated $164K and leaving 157,105 shares worth $11.2M. The position accounts for 2.31% of the portfolio, ranked #13.

Waller Financial Planning Group first reported a position in VEA in Q4 2018 and has held it in 31 quarters since. 3,011 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

Waller Financial Planning Group held 157,105 shares of Vanguard FTSE Developed Markets ETF worth $11.2M as of Q2 2026.
Waller Financial Planning Group sold 2,359 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $164K.
Vanguard FTSE Developed Markets ETF made up 2.31% of Waller Financial Planning Group's portfolio in Q2 2026, its #13 holding.
Waller Financial Planning Group first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2018 and has held it in 31 quarters since.
3,011 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Waller Financial Planning Group's 13F filing for Q2 2026, filed 7 Jul 2026.