Windward Private Wealth Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Windward Private 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	$44.1M	Buy	619,357 +1,669	+0.3%	+$116K	14.12%	2
2026 Q1	$39.6M	Buy	617,688 +766	+0.1%	+$50.6K	13.68%	2
2025 Q4	$38.5M	Sell	616,922 -27,339	-4%	-$1.67M	13.35%	2
2025 Q3	$38.6M	Sell	644,261 -1,078	-0.2%	-$62.8K	13.32%	2
2025 Q2	$36.8M	Sell	645,339 -28,135	-4%	-$1.51M	13.27%	2
2025 Q1	$34.2M	Sell	673,474 -387	-0.1%	-$19.6K	13.35%	2
2024 Q4	$32.2M	Buy	673,861 +46,587	+7%	+$2.34M	12.56%	2
2024 Q3	$33.1M	Buy	627,274 +10,099	+2%	+$514K	12.7%	2
2024 Q2	$30.5M	Buy	617,175 +13,682	+2%	+$681K	12.35%	2
2024 Q1	$30.3M	Buy	603,493 +12,811	+2%	+$619K	12.37%	2
2023 Q4	$28.3M	Buy	590,682 +22,717	+4%	+$1.02M	11.86%	2
2023 Q3	$24.8M	Buy	567,965 +17,324	+3%	+$793K	11.23%	2
2023 Q2	$25.4M	Sell	550,641 -6,625	-1%	-$305K	11.27%	2
2023 Q1	$25.2M	Buy	557,266 +7,975	+1%	+$355K	10.74%	2
2022 Q4	$23.1M	Sell	549,291 -55,413	-9%	-$2.24M	10.21%	2
2022 Q3	$22M	Buy	604,704 +58,679	+11%	+$2.39M	10.58%	2
2022 Q2	$22.3M	Buy	546,025 +2,648	+0.5%	+$118K	10.24%	2
2022 Q1	$26.1M	Sell	543,377 -25,532	-4%	-$1.24M	10.78%	3
2021 Q4	$29M	Buy	568,909 +26,798	+5%	+$1.38M	11.21%	3
2021 Q3	$27.4M	Buy	542,111 +35,181	+7%	+$1.83M	11.13%	2
2021 Q2	$26.1M	Buy	506,930 +28,148	+6%	+$1.45M	10.72%	2
2021 Q1	$23.5M	Buy	478,782 +23,513	+5%	+$1.15M	10.43%	2
2020 Q4	$21.5M	Buy	+455,269	New	+$20M	10.04%	2

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

Windward Private Wealth Management's VEA Position: Q2 2026 in Review

Windward Private Wealth Management increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 0.27% in Q2 2026, buying an estimated $116K and bringing the position to 619,357 shares worth $44.1M. The position accounts for 14.12% of the portfolio, ranked #2.

Windward Private Wealth Management first reported a position in VEA in Q4 2020 and has held it in 23 quarters since. 3,002 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

Windward Private Wealth Management held 619,357 shares of Vanguard FTSE Developed Markets ETF worth $44.1M as of Q2 2026.
Windward Private Wealth Management bought 1,669 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $116K.
Vanguard FTSE Developed Markets ETF made up 14.12% of Windward Private Wealth Management's portfolio in Q2 2026, its #2 holding.
Windward Private Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2020 and has held it in 23 quarters since.
3,002 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Windward Private Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.