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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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 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. 2,118 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.
  • 2,118 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.