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

XML Financial’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	$2.14M	Buy	30,054 +5,240	+21%	+$365K	0.16%	122
2026 Q1	$1.59M	Buy	24,814 +8,025	+48%	+$530K	0.13%	140
2025 Q4	$1.05M	Buy	16,789 +6,354	+61%	+$389K	0.09%	173
2025 Q3	$625K	Buy	10,435 +142	+1%	+$8.28K	0.05%	229
2025 Q2	$587K	Buy	10,293 +2,566	+33%	+$137K	0.05%	223
2025 Q1	$393K	Buy	7,727 +1,524	+25%	+$77.1K	0.04%	255
2024 Q4	$297K	Buy	6,203 +2,131	+52%	+$107K	0.03%	293
2024 Q3	$215K	Sell	4,072 -647	-14%	-$32.9K	0.02%	319
2024 Q2	$233K	Buy	4,719 +262	+6%	+$13K	0.02%	303
2024 Q1	$224K	Buy	4,457 +22	+0.5%	+$1.06K	0.02%	312
2023 Q4	$212K	Buy	+4,435	New	+$199K	0.02%	314
2023 Q1	–	Sell	-4,800	Closed	-$201K	–	346
2022 Q4	$201K	Buy	+4,800	New	+$194K	0.03%	309

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

XML Financial's VEA Position: Q2 2026 in Review

XML Financial increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 21% in Q2 2026, buying an estimated $365K and bringing the position to 30,054 shares worth $2.14M. The position accounts for 0.16% of the portfolio, ranked #122.

XML Financial first reported a position in VEA in Q4 2022 and has held it in 12 quarters since. 2,992 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

XML Financial held 30,054 shares of Vanguard FTSE Developed Markets ETF worth $2.14M as of Q2 2026.
XML Financial bought 5,240 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $365K.
Vanguard FTSE Developed Markets ETF made up 0.16% of XML Financial's portfolio in Q2 2026, its #122 holding.
XML Financial first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2022 and has held it in 12 quarters since.
2,992 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.