WMS Partners
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WMS Partners’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

WMS Partners’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
2025
Q1 		– Sell
-8,199
Closed -$392K – 263
2024
Q4 		$392K Buy
8,199
+899
+12% +$45.1K 0.02% 212
2024
Q3 		$386K Sell
7,300
-491
-6% -$25K 0.02% 206
2024
Q2 		$385K Sell
7,791
-13,862
-64% -$690K 0.02% 183
2024
Q1 		$1.09M Buy
21,653
+141
+0.7% +$6.81K 0.07% 108
2023
Q4 		$1.03M Sell
21,512
-15
-0.1% -$671 0.08% 102
2023
Q3 		$941K Buy
21,527
+215
+1% +$9.8K 0.07% 100
2023
Q2 		$984K Buy
21,312
+41
+0.2% +$1.89K 0.08% 100
2023
Q1 		$961K Sell
21,271
-1,830
-8% -$81.5K 0.08% 99
2022
Q4 		$970K Hold
23,101
– – 0.1% 98
2022
Q3 		$840K Buy
23,101
+17,764
+333% +$724K 0.11% 100
2022
Q2 		$218K Sell
5,337
-20
-0.4% -$889 0.03% 221
2022
Q1 		$257K Buy
+5,357
New +$261K 0.04% 209
2021
Q4 		– Sell
-4,816
Closed -$243K – 280
2021
Q3 		$243K Hold
4,816
– – 0.04% 236
2021
Q2 		$248K Buy
+4,816
New +$249K 0.04% 225

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

WMS Partners's VEA Position: Q1 2025 in Review

WMS Partners sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q1 2025, closing a stake of 8,199 shares — an estimated $392K sold.

WMS Partners first reported a position in VEA in Q2 2021 and held it in 14 quarters. The position peaked at $1.09M in Q1 2024. 2,477 funds tracked by Wall St. Rank hold VEA as of Q1 2025.

  • WMS Partners reported no remaining Vanguard FTSE Developed Markets ETF position as of Q1 2025 after selling out during the quarter.
  • WMS Partners sold 8,199 Vanguard FTSE Developed Markets ETF shares in Q1 2025, an estimated $392K.
  • WMS Partners first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2021 and held it in 14 quarters.
  • WMS Partners's Vanguard FTSE Developed Markets ETF position peaked at $1.09M in Q1 2024.
  • 2,477 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.