Williamson Legacy Group’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Williamson Legacy Group’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	–	Sell	-3,863	Closed	-$248K	–	103
2026 Q1	$248K	Sell	3,863 -105	-3%	-$6.93K	0.19%	78
2025 Q4	$248K	Buy	3,968 +448	+13%	+$27.4K	0.19%	91
2025 Q3	$211K	Sell	3,520 -9	-0.3%	-$525	0.16%	97
2025 Q2	$201K	Sell	3,529 -1,795	-34%	-$96.1K	0.17%	104
2025 Q1	$271K	Sell	5,324 -626	-11%	-$31.7K	0.26%	96
2024 Q4	$285K	Sell	5,950 -2,279	-28%	-$114K	0.19%	102
2024 Q3	$435K	Sell	8,229 -74	-0.9%	-$3.76K	0.29%	87
2024 Q2	$410K	Buy	+8,303	New	+$413K	0.31%	79
2024 Q1	–	Sell	-7,749	Closed	-$371K	–	87
2023 Q4	$371K	Buy	+7,749	New	+$347K	0.34%	73

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

Williamson Legacy Group's VEA Position: Q2 2026 in Review

Williamson Legacy Group sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q2 2026, closing a stake of 3,863 shares — an estimated $248K sold.

Williamson Legacy Group first reported a position in VEA in Q4 2023 and held it in 9 quarters. The position peaked at $435K in Q3 2024. 2,992 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

Williamson Legacy Group reported no remaining Vanguard FTSE Developed Markets ETF position as of Q2 2026 after selling out during the quarter.
Williamson Legacy Group sold 3,863 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $248K.
Williamson Legacy Group first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2023 and held it in 9 quarters.
Williamson Legacy Group's Vanguard FTSE Developed Markets ETF position peaked at $435K in Q3 2024.
2,992 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Williamson Legacy Group's 13F filing for Q2 2026, filed 13 Aug 2026.