WWM
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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
Q3 		$582K Buy
8,247
+182
+2% +$13.1K 0.25% 97
2026
Q2 		$575K Buy
8,065
+1,710
+27% +$119K 0.26% 92
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

WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Whalen Wealth Management's VEA Position: Q3 2026 in Review

Whalen Wealth Management increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 2.3% in Q3 2026, buying an estimated $13.1K and bringing the position to 8,247 shares worth $582K. The position accounts for 0.25% of the portfolio, ranked #97.

Whalen Wealth Management first reported a position in VEA in Q3 2024 and has held it in 9 quarters since. 184 funds tracked by Wall St. Rank hold VEA as of Q3 2026.

  • Whalen Wealth Management held 8,247 shares of Vanguard FTSE Developed Markets ETF worth $582K as of Q3 2026.
  • Whalen Wealth Management bought 182 Vanguard FTSE Developed Markets ETF shares in Q3 2026, an estimated $13.1K.
  • Vanguard FTSE Developed Markets ETF made up 0.25% of Whalen Wealth Management's portfolio in Q3 2026, its #97 holding.
  • Whalen Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q3 2024 and has held it in 9 quarters since.
  • 184 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.