Wescott Financial Advisory Group’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Wescott Financial Advisory 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	$6M	Sell	84,248 -1,498	-2%	-$104K	0.46%	33
2026 Q1	$5.49M	Sell	85,746 -1,498	-2%	-$98.9K	0.48%	32
2025 Q4	$5.45M	Sell	87,244 -645	-0.7%	-$39.5K	0.48%	35
2025 Q3	$5.27M	Sell	87,889 -1,433	-2%	-$83.5K	0.47%	39
2025 Q2	$5.09M	Buy	89,322 +9,355	+12%	+$501K	0.49%	36
2025 Q1	$4.06M	Sell	79,967 -6,551	-8%	-$331K	0.42%	39
2024 Q4	$4.14M	Buy	86,518 +4,817	+6%	+$242K	0.43%	39
2024 Q3	$4.31M	Sell	81,701 -966	-1%	-$49.1K	0.46%	39
2024 Q2	$4.09M	Buy	82,667 +868	+1%	+$43.2K	0.47%	38
2024 Q1	$4.1M	Buy	81,799 +7,423	+10%	+$358K	0.51%	36
2023 Q4	$3.56M	Buy	74,376 +9,807	+15%	+$439K	0.5%	38
2023 Q3	$2.82M	Buy	64,569 +3,470	+6%	+$159K	0.52%	40
2023 Q2	$2.82M	Sell	61,099 -4,557	-7%	-$210K	0.5%	41
2023 Q1	$2.97M	Sell	65,656 -436	-0.7%	-$19.4K	0.64%	34
2022 Q4	$2.77M	Sell	66,092 -11,757	-15%	-$476K	0.6%	36
2022 Q3	$2.83M	Buy	77,849 +7,504	+11%	+$306K	0.79%	26
2022 Q2	$2.87M	Sell	70,345 -10,956	-13%	-$487K	0.78%	27
2022 Q1	$3.9M	Buy	+81,301	New	+$3.96M	1.01%	22

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

Wescott Financial Advisory Group's VEA Position: Q2 2026 in Review

Wescott Financial Advisory Group reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 1.7% in Q2 2026, selling an estimated $104K and leaving 84,248 shares worth $6M. The position accounts for 0.46% of the portfolio, ranked #33.

Wescott Financial Advisory Group first reported a position in VEA in Q1 2022 and has held it in 18 quarters since. 2,985 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

Wescott Financial Advisory Group held 84,248 shares of Vanguard FTSE Developed Markets ETF worth $6M as of Q2 2026.
Wescott Financial Advisory Group sold 1,498 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $104K.
Vanguard FTSE Developed Markets ETF made up 0.46% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #33 holding.
Wescott Financial Advisory Group first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2022 and has held it in 18 quarters since.
2,985 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.