Waterford Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Waterford Advisors’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	$28.8M	Buy	404,761 +7,494	+2%	+$522K	7.87%	4
2026 Q1	$24.6M	Buy	397,267 +7,604	+2%	+$502K	7.82%	5
2025 Q4	$24.3M	Sell	389,663 -1,366	-0.3%	-$83.7K	9.51%	4
2025 Q3	$23.4M	Buy	391,029 +390,156	+44,691%	+$22.7M	8.1%	4
2025 Q2	$21.8M	Sell	873 -372,017	-100%	-$19.9M	8.06%	4
2025 Q1	$19M	Buy	372,890 +13,380	+4%	+$677K	7.87%	4
2024 Q4	$17.2M	Buy	359,510 +20,823	+6%	+$1.05M	8.75%	4
2024 Q3	$17.9M	Buy	338,687 +10,920	+3%	+$555K	9.12%	4
2024 Q2	$16.2M	Buy	327,767 +3,482	+1%	+$173K	6.79%	4
2024 Q1	$16.3M	Buy	324,285 +12,852	+4%	+$621K	6.9%	4
2023 Q4	$14.9M	Sell	311,433 -5,374	-2%	-$241K	6.99%	4
2023 Q3	$13.9M	Buy	316,807 +3,769	+1%	+$172K	7.75%	5
2023 Q2	$14.5M	Buy	313,038 +13,292	+4%	+$611K	6.96%	5
2023 Q1	$13.5M	Buy	299,746 +8,144	+3%	+$363K	7.33%	5
2022 Q4	$12.2M	Buy	+291,602	New	+$11.8M	7.13%	4

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 22.96% 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

Waterford Advisors's VEA Position: Q2 2026 in Review

Waterford Advisors increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 1.9% in Q2 2026, buying an estimated $522K and bringing the position to 404,761 shares worth $28.8M. The position accounts for 7.87% of the portfolio, ranked #4.

Waterford Advisors first reported a position in VEA in Q4 2022 and has held it in 15 quarters since. 2,979 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

Waterford Advisors held 404,761 shares of Vanguard FTSE Developed Markets ETF worth $28.8M as of Q2 2026.
Waterford Advisors bought 7,494 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $522K.
Vanguard FTSE Developed Markets ETF made up 7.87% of Waterford Advisors's portfolio in Q2 2026, its #4 holding.
Waterford Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2022 and has held it in 15 quarters since.
2,979 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Waterford Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.