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

Whalen Wealth Management’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
Q1 		$407K Sell
6,355
-938
-13% -$61.9K 0.22% 117
2025
Q4 		$456K Buy
7,293
+175
+2% +$10.7K 0.24% 116
2025
Q3 		$426K Buy
7,118
+36
+0.5% +$2.1K 0.25% 98
2025
Q2 		$404K Sell
7,082
-975
-12% -$52.2K 0.25% 113
2025
Q1 		$410K Buy
8,057
+665
+9% +$33.6K 0.27% 82
2024
Q4 		$353K Buy
7,392
+3,335
+82% +$167K 0.24% 87
2024
Q3 		$214K Buy
+4,057
New +$206K 0.15% 108

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Whalen Wealth Management's VEA Position: Q1 2026 in Review

Whalen Wealth Management reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 13% in Q1 2026, selling an estimated $61.9K and leaving 6,355 shares worth $407K. The position accounts for 0.22% of the portfolio, ranked #117.

Whalen Wealth Management first reported a position in VEA in Q3 2024 and has held it in 7 quarters since. The position peaked at $456K in Q4 2025. 2,891 funds tracked by Wall St. Rank hold VEA as of Q1 2026.

  • Whalen Wealth Management held 6,355 shares of Vanguard FTSE Developed Markets ETF worth $407K as of Q1 2026.
  • Whalen Wealth Management sold 938 Vanguard FTSE Developed Markets ETF shares in Q1 2026, an estimated $61.9K.
  • Vanguard FTSE Developed Markets ETF made up 0.22% of Whalen Wealth Management's portfolio in Q1 2026, its #117 holding.
  • Whalen Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q3 2024 and has held it in 7 quarters since.
  • Whalen Wealth Management's Vanguard FTSE Developed Markets ETF position peaked at $456K in Q4 2025.
  • 2,891 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.