Waterfront Wealth
VEA icon

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

Waterfront 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
Q3 		$909K Sell
13,029
-1,045
-7% -$75K 0.15% 176
2026
Q2 		$999K Buy
14,074
+358
+3% +$24.9K 0.15% 168
2026
Q1 		$879K Sell
13,716
-264
-2% -$17.4K 0.16% 165
2025
Q4 		$927K Buy
13,980
+948
+7% +$58.1K 0.18% 157
2025
Q3 		$791K Sell
13,032
-1,620
-11% -$94.4K 0.16% 165
2025
Q2 		$835K Buy
14,652
+52
+0.4% +$2.78K 0.19% 153
2025
Q1 		$742K Buy
14,600
+1,770
+14% +$89.6K 0.18% 161
2024
Q4 		$614K Sell
12,830
-4,750
-27% -$239K 0.15% 169
2024
Q3 		$892K Buy
17,580
+4,398
+33% +$224K 0.22% 147
2024
Q2 		$651K Sell
13,182
-6,286
-32% -$313K 0.18% 158
2024
Q1 		$949K Sell
19,468
-1,746
-8% -$84.3K 0.27% 116
2023
Q4 		$1.02M Buy
21,214
+968
+5% +$43.3K 0.3% 101
2023
Q3 		$855K Sell
20,246
-1,449
-7% -$66.3K 0.28% 111
2023
Q2 		$1.03M Sell
21,695
-4,999
-19% -$230K 0.31% 96
2023
Q1 		$1.21M Buy
26,694
+156
+0.6% +$6.95K 0.39% 68
2022
Q4 		$1.22M Sell
26,538
-3,807
-13% -$154K 0.42% 68
2022
Q3 		$1.18M Buy
30,345
+523
+2% +$21.3K 0.45% 57
2022
Q2 		$1.22M Buy
29,822
+1,832
+7% +$81.4K 0.49% 54
2022
Q1 		$1.33M Buy
27,990
+3,458
+14% +$168K 0.47% 55
2021
Q4 		$1.25M Buy
24,532
+458
+2% +$23.5K 0.5% 57
2021
Q3 		$1.22M Buy
24,074
+1,824
+8% +$94.9K 0.59% 46
2021
Q2 		$1.15M Buy
22,250
+4,986
+29% +$257K 0.54% 51
2021
Q1 		$859K Buy
17,264
+7,858
+84% +$384K 0.43% 64
2020
Q4 		$444K Buy
+9,406
New +$414K 0.31% 76

Other funds holding VEA

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Country Trust Bank
Country Trust Bank Bloomington, Illinois $5.78B AUM 19.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Waterfront Wealth's VEA Position: Q3 2026 in Review

Waterfront Wealth reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 7.4% in Q3 2026, selling an estimated $75K and leaving 13,029 shares worth $909K. The position accounts for 0.15% of the portfolio, ranked #176.

Waterfront Wealth first reported a position in VEA in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.33M in Q1 2022. 1,765 funds tracked by Wall St. Rank hold VEA as of Q3 2026.

  • Waterfront Wealth held 13,029 shares of Vanguard FTSE Developed Markets ETF worth $909K as of Q3 2026.
  • Waterfront Wealth sold 1,045 Vanguard FTSE Developed Markets ETF shares in Q3 2026, an estimated $75K.
  • Vanguard FTSE Developed Markets ETF made up 0.15% of Waterfront Wealth's portfolio in Q3 2026, its #176 holding.
  • Waterfront Wealth first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2020 and has held it in 24 quarters since.
  • Waterfront Wealth's Vanguard FTSE Developed Markets ETF position peaked at $1.33M in Q1 2022.
  • 1,765 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2026.

Based on Waterfront Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.