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Wolff Financial Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Wolff Financial 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 		$50M Sell
701,967
-20,032
-3% -$1.4M 9.97% 1
2026
Q1 		$46.3M Buy
721,999
+10,277
+1% +$678K 10.22% 1
2025
Q4 		$44.5M Buy
711,722
+18,529
+3% +$1.14M 10% 2
2025
Q3 		$41.5M Sell
693,193
-2,819
-0.4% -$164K 9.64% 2
2025
Q2 		$39.7M Buy
696,012
+5,831
+0.8% +$312K 10.25% 2
2025
Q1 		$35.1M Buy
690,181
+10,757
+2% +$544K 9.72% 2
2024
Q4 		$32.5M Buy
679,424
+18,269
+3% +$917K 9.02% 2
2024
Q3 		$34.9M Buy
+661,155
New +$33.6M 9.48% 2
2024
Q2 		– Sell
-634,125
Closed -$31.8M – 87
2024
Q1 		$31.8M Buy
634,125
+17,797
+3% +$859K 9.27% 2
2023
Q4 		$29.5M Buy
616,328
+31,415
+5% +$1.41M 9.12% 2
2023
Q3 		$25.6M Buy
+584,913
New +$26.8M 8.73% 2
2023
Q2 		– Sell
-511,175
Closed -$23.1M – 91
2023
Q1 		$23.1M Buy
511,175
+101,920
+25% +$4.54M 8.04% 3
2022
Q4 		$17.2M Buy
+409,255
New +$16.6M 6.35% 4

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wolff Financial Management's VEA Position: Q2 2026 in Review

Wolff Financial Management reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 2.8% in Q2 2026, selling an estimated $1.4M and leaving 701,967 shares worth $50M. The position accounts for 9.97% of the portfolio, ranked #1.

Wolff Financial Management first reported a position in VEA in Q4 2022 and has held it in 13 quarters since. 2,997 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

  • Wolff Financial Management held 701,967 shares of Vanguard FTSE Developed Markets ETF worth $50M as of Q2 2026.
  • Wolff Financial Management sold 20,032 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $1.4M.
  • Vanguard FTSE Developed Markets ETF made up 9.97% of Wolff Financial Management's portfolio in Q2 2026, its #1 holding.
  • Wolff Financial Management first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2022 and has held it in 13 quarters since.
  • 2,997 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Wolff Financial Management's 13F filing for Q2 2026, filed 16 Jul 2026.