WMG Financial Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

WMG Financial Advisors’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	$236K	Sell	3,317 -80	-2%	-$5.57K	0.09%	86
2026 Q1	$218K	Sell	3,397 -1,136	-25%	-$75K	0.09%	89
2025 Q4	$283K	Sell	4,533 -962	-18%	-$58.9K	0.12%	84
2025 Q3	$329K	Buy	5,495 +67	+1%	+$3.9K	0.11%	131
2025 Q2	$309K	Sell	5,428 -187	-3%	-$10K	0.11%	123
2025 Q1	$285K	Sell	5,615 -8	-0.1%	-$405	0.12%	118
2024 Q4	$269K	Buy	5,623 +346	+7%	+$17.4K	0.12%	125
2024 Q3	$279K	Buy	5,277 +6	+0.1%	+$305	0.13%	121
2024 Q2	$260K	Sell	5,271 -165	-3%	-$8.21K	0.14%	118
2024 Q1	$273K	Buy	+5,436	New	+$263K	0.16%	102

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

WMG Financial Advisors's VEA Position: Q2 2026 in Review

WMG Financial Advisors reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 2.4% in Q2 2026, selling an estimated $5.57K and leaving 3,317 shares worth $236K. The position accounts for 0.09% of the portfolio, ranked #86.

WMG Financial Advisors first reported a position in VEA in Q1 2024 and has held it in 10 quarters since. The position peaked at $329K in Q3 2025. 2,997 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

WMG Financial Advisors held 3,317 shares of Vanguard FTSE Developed Markets ETF worth $236K as of Q2 2026.
WMG Financial Advisors sold 80 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $5.57K.
Vanguard FTSE Developed Markets ETF made up 0.09% of WMG Financial Advisors's portfolio in Q2 2026, its #86 holding.
WMG Financial Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2024 and has held it in 10 quarters since.
WMG Financial Advisors's Vanguard FTSE Developed Markets ETF position peaked at $329K in Q3 2025.
2,997 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on WMG Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.