Yoffe Investment Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Yoffe Investment 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	$505K	Hold	7,089	–	–	0.58%	63
2026 Q1	$454K	Hold	7,089	–	–	0.58%	66
2025 Q4	$443K	Hold	7,089	–	–	0.57%	67
2025 Q3	$425K	Hold	7,089	–	–	0.55%	67
2025 Q2	$404K	Hold	7,089	–	–	0.55%	66
2025 Q1	$360K	Hold	7,089	–	–	0.53%	73
2024 Q4	$339K	Buy	+7,089	New	+$356K	0.5%	73

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

Yoffe Investment Management's VEA Position: Q2 2026 in Review

Yoffe Investment Management held its Vanguard FTSE Developed Markets ETF (VEA) position steady in Q2 2026 at 7,089 shares worth $505K. The position accounts for 0.58% of the portfolio, ranked #63.

Yoffe Investment Management first reported a position in VEA in Q4 2024 and has held it in 7 quarters since. 2,997 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

Yoffe Investment Management held 7,089 shares of Vanguard FTSE Developed Markets ETF worth $505K as of Q2 2026.
Yoffe Investment Management left its Vanguard FTSE Developed Markets ETF share count unchanged in Q2 2026.
Vanguard FTSE Developed Markets ETF made up 0.58% of Yoffe Investment Management's portfolio in Q2 2026, its #63 holding.
Yoffe Investment Management first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2024 and has held it in 7 quarters since.
2,997 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Yoffe Investment Management's 13F filing for Q2 2026, filed 10 Jul 2026.