Winch Advisory Services’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Winch Advisory Services’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	$29.9K	Buy	420 +143	+52%	+$9.96K	0.01%	236
2026 Q1	$17.7K	Buy	277 +1	+0.4%	+$66	﹤0.01%	255
2025 Q4	$17.3K	Buy	276 +100	+57%	+$6.13K	﹤0.01%	255
2025 Q3	$10.5K	Buy	+176	New	+$10.3K	﹤0.01%	296
2023 Q4	–	Sell	-278	Closed	-$12K	–	461
2023 Q3	$12K	Buy	278 +2	+0.7%	+$92	﹤0.01%	237
2023 Q2	$13K	Buy	276 +3	+1%	+$138	﹤0.01%	231
2023 Q1	$12K	Buy	273 +1	+0.4%	+$45	﹤0.01%	234
2022 Q4	$11K	Buy	272 +3	+1%	+$122	﹤0.01%	234
2022 Q3	$10K	Buy	269 +1	+0.4%	+$41	﹤0.01%	227
2022 Q2	$11K	Buy	268 +3	+1%	+$133	﹤0.01%	224
2022 Q1	$13K	Sell	265 -266	-50%	-$12.9K	﹤0.01%	233
2021 Q4	$27K	Buy	531 +4	+0.8%	+$205	0.01%	180
2021 Q3	$27K	Buy	527 +1	+0.2%	+$52	0.01%	183
2021 Q2	$27K	Buy	526 +2	+0.4%	+$103	0.01%	174
2021 Q1	$26K	Buy	524 +1	+0.2%	+$49	0.01%	162
2020 Q4	$25K	Buy	523 +258	+97%	+$11.3K	0.01%	141
2020 Q3	$11K	Hold	265	–	–	﹤0.01%	200
2020 Q2	$10K	Hold	265	–	–	﹤0.01%	200
2020 Q1	$9K	Buy	+265	New	+$10.6K	﹤0.01%	177
2018 Q1	–	Sell	-96	Closed	-$4K	–	327
2017 Q4	$4K	Sell	96 -80	-45%	-$3.53K	﹤0.01%	232
2017 Q3	$8K	Buy	176 +162	+1,157%	+$6.87K	0.01%	181
2017 Q2	$1K	Hold	14	–	–	﹤0.01%	290
2017 Q1	$1K	Buy	+14	New	+$536	﹤0.01%	276
2015 Q2	–	Sell	-467	Closed	-$19K	–	342
2015 Q1	$19K	Buy	+467	New	+$18.3K	0.01%	115
2014 Q3	–	Sell	-16,602	Closed	-$707K	–	261
2014 Q2	$707K	Buy	16,602 +16,296	+5,325%	+$687K	0.41%	58
2014 Q1	$13K	Buy	+306	New	+$12.5K	0.01%	162

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

Winch Advisory Services's VEA Position: Q2 2026 in Review

Winch Advisory Services increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 52% in Q2 2026, buying an estimated $9.96K and bringing the position to 420 shares worth $29.9K. The position accounts for 0.01% of the portfolio, ranked #236.

Winch Advisory Services first reported a position in VEA in Q1 2014 and has held it in 26 quarters since. The position peaked at $707K in Q2 2014. 2,984 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

Winch Advisory Services held 420 shares of Vanguard FTSE Developed Markets ETF worth $29.9K as of Q2 2026.
Winch Advisory Services bought 143 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $9.96K.
Vanguard FTSE Developed Markets ETF made up 0.01% of Winch Advisory Services's portfolio in Q2 2026, its #236 holding.
Winch Advisory Services first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2014 and has held it in 26 quarters since.
Winch Advisory Services's Vanguard FTSE Developed Markets ETF position peaked at $707K in Q2 2014.
2,984 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.