WFA
VEA icon

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

West Financial 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 		$73.1M Sell
1,026,448
-42,643
-4% -$2.97M 11.11% 2
2026
Q1 		$68.5M Sell
1,069,091
-32,412
-3% -$2.14M 11.63% 2
2025
Q4 		$68.8M Sell
1,101,503
-23,626
-2% -$1.45M 11.61% 2
2025
Q3 		$67.4M Sell
1,125,129
-4,364
-0.4% -$254K 11.14% 3
2025
Q2 		$64.4M Buy
1,129,493
+21,774
+2% +$1.17M 11.2% 3
2025
Q1 		$56.3M Buy
1,107,719
+34,845
+3% +$1.76M 10.7% 4
2024
Q4 		$51.3M Buy
1,072,874
+70,305
+7% +$3.53M 9.89% 4
2024
Q3 		$52.9M Buy
1,002,569
+47,167
+5% +$2.4M 10.21% 3
2024
Q2 		$47.2M Buy
955,402
+31,481
+3% +$1.57M 9.8% 3
2024
Q1 		$46.4M Buy
923,921
+34,927
+4% +$1.69M 9.94% 3
2023
Q4 		$42.6M Buy
888,994
+71,266
+9% +$3.19M 9.71% 4
2023
Q3 		$35.8M Buy
817,728
+25,195
+3% +$1.15M 8.97% 4
2023
Q2 		$36.6M Buy
792,533
+42,494
+6% +$1.95M 9.01% 4
2023
Q1 		$33.9M Buy
750,039
+36,137
+5% +$1.61M 8.87% 4
2022
Q4 		$30M Sell
713,902
-217,262
-23% -$8.8M 8.36% 4
2022
Q3 		$33.9M Sell
931,164
-6,861
-0.7% -$280K 10.14% 2
2022
Q2 		$38.3M Buy
938,025
+131,574
+16% +$5.85M 11.12% 2
2022
Q1 		$38.7M Buy
806,451
+13,531
+2% +$658K 10.19% 2
2021
Q4 		$40.5M Buy
792,920
+48,936
+7% +$2.51M 10.86% 2
2021
Q3 		$37.6M Buy
743,984
+30,547
+4% +$1.59M 11% 4
2021
Q2 		$36.8M Buy
713,437
+67,393
+10% +$3.48M 11.23% 3
2021
Q1 		$31.7M Buy
646,044
+16,831
+3% +$822K 10.64% 4
2020
Q4 		$29.7M Buy
+629,213
New +$27.7M 10.53% 4

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

West Financial Advisors's VEA Position: Q2 2026 in Review

West Financial Advisors reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 4% in Q2 2026, selling an estimated $2.97M and leaving 1,026,448 shares worth $73.1M. The position accounts for 11.11% of the portfolio, ranked #2.

West Financial Advisors first reported a position in VEA in Q4 2020 and has held it in 23 quarters since. 3,002 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

  • West Financial Advisors held 1,026,448 shares of Vanguard FTSE Developed Markets ETF worth $73.1M as of Q2 2026.
  • West Financial Advisors sold 42,643 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $2.97M.
  • Vanguard FTSE Developed Markets ETF made up 11.11% of West Financial Advisors's portfolio in Q2 2026, its #2 holding.
  • West Financial Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2020 and has held it in 23 quarters since.
  • 3,002 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.