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

Williams Jones 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 Q2	$1.42M	Sell	19,905 -1,300	-6%	-$90.6K	0.02%	241
2026 Q1	$1.36M	Sell	21,205 -2,414	-10%	-$159K	0.02%	227
2025 Q4	$1.48M	Buy	23,619 +145	+0.6%	+$8.88K	0.02%	223
2025 Q3	$1.41M	Sell	23,474 -1,150	-5%	-$67K	0.02%	222
2025 Q2	$1.4M	Buy	24,624 +6,550	+36%	+$351K	0.02%	220
2025 Q1	$919K	Buy	18,074 +3,378	+23%	+$171K	0.01%	251
2024 Q4	$703K	Buy	14,696 +7,484	+104%	+$376K	0.01%	290
2024 Q3	$381K	Buy	7,212 +438	+6%	+$22.3K	﹤0.01%	395
2024 Q2	$335K	Sell	6,774 -1,895	-22%	-$94.3K	﹤0.01%	396
2024 Q1	$435K	Sell	8,669 -52	-0.6%	-$2.51K	0.01%	377
2023 Q4	$418K	Sell	8,721 -3,843	-31%	-$172K	0.01%	373
2023 Q3	$549K	Buy	12,564 +2,559	+26%	+$117K	0.01%	323
2023 Q2	$462K	Hold	10,005	–	–	0.01%	364
2023 Q1	$452K	Buy	+10,005	New	+$446K	0.01%	385
2022 Q4	–	Sell	-5,813	Closed	-$211K	–	587
2022 Q3	$211K	Sell	5,813 -622	-10%	-$25.3K	﹤0.01%	500
2022 Q2	$263K	Buy	6,435 +1,910	+42%	+$84.9K	﹤0.01%	483
2022 Q1	$217K	Sell	4,525 -6,303	-58%	-$307K	﹤0.01%	474
2021 Q4	$553K	Buy	10,828 +1,251	+13%	+$64.2K	0.01%	318
2021 Q3	$484K	Sell	9,577 -53	-0.6%	-$2.76K	0.01%	328
2021 Q2	$496K	Buy	9,630 +10	+0.1%	+$516	0.01%	322
2021 Q1	$472K	Buy	9,620 +4,518	+89%	+$221K	0.01%	318
2020 Q4	$241K	Sell	5,102 -1,399	-22%	-$61.5K	﹤0.01%	403
2020 Q3	$266K	Sell	6,501 -9	-0.1%	-$369	﹤0.01%	350
2020 Q2	$253K	Sell	6,510 -3,032	-32%	-$111K	0.01%	341
2020 Q1	$318K	Sell	9,542 -2,472	-21%	-$99.2K	0.01%	287
2019 Q4	$529K	Buy	12,014 +5,000	+71%	+$213K	0.01%	272
2019 Q3	$288K	Buy	+7,014	New	+$286K	0.01%	350

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

Williams Jones Wealth Management's VEA Position: Q2 2026 in Review

Williams Jones Wealth Management reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 6.1% in Q2 2026, selling an estimated $90.6K and leaving 19,905 shares worth $1.42M. The position accounts for 0.02% of the portfolio, ranked #241.

Williams Jones Wealth Management first reported a position in VEA in Q3 2019 and has held it in 27 quarters since. The position peaked at $1.48M in Q4 2025. 3,009 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

Williams Jones Wealth Management held 19,905 shares of Vanguard FTSE Developed Markets ETF worth $1.42M as of Q2 2026.
Williams Jones Wealth Management sold 1,300 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $90.6K.
Vanguard FTSE Developed Markets ETF made up 0.02% of Williams Jones Wealth Management's portfolio in Q2 2026, its #241 holding.
Williams Jones Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q3 2019 and has held it in 27 quarters since.
Williams Jones Wealth Management's Vanguard FTSE Developed Markets ETF position peaked at $1.48M in Q4 2025.
3,009 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.