WJWM
VEA icon

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
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
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

Williams Jones Wealth Management's VEA Position: Q1 2026 in Review

Williams Jones Wealth Management reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 10% in Q1 2026, selling an estimated $159K and leaving 21,205 shares worth $1.36M. The position accounts for 0.02% of the portfolio, ranked #227.

Williams Jones Wealth Management first reported a position in VEA in Q3 2019 and has held it in 26 quarters since. The position peaked at $1.48M in Q4 2025. 2,894 funds tracked by Wall St. Rank hold VEA as of Q1 2026.

  • Williams Jones Wealth Management held 21,205 shares of Vanguard FTSE Developed Markets ETF worth $1.36M as of Q1 2026.
  • Williams Jones Wealth Management sold 2,414 Vanguard FTSE Developed Markets ETF shares in Q1 2026, an estimated $159K.
  • Vanguard FTSE Developed Markets ETF made up 0.02% of Williams Jones Wealth Management's portfolio in Q1 2026, its #227 holding.
  • Williams Jones Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q3 2019 and has held it in 26 quarters since.
  • Williams Jones Wealth Management's Vanguard FTSE Developed Markets ETF position peaked at $1.48M in Q4 2025.
  • 2,894 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2026.

Based on Williams Jones Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.