Advisory Research’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Advisory Research’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 Q1	$1.56M	Buy	24,316 +290	+1%	+$19.1K	0.19%	82
2025 Q4	$1.5M	Hold	24,026	–	–	0.19%	87
2025 Q3	$1.44M	Buy	24,026 +88	+0.4%	+$5.13K	0.19%	94
2025 Q2	$1.36M	Buy	23,938 +594	+3%	+$31.8K	0.21%	92
2025 Q1	$1.19M	Buy	23,344 +527	+2%	+$26.7K	0.21%	99
2024 Q4	$1.09M	Hold	22,817	–	–	0.18%	106
2024 Q3	$1.2M	Hold	22,817	–	–	0.21%	101
2024 Q2	$1.13M	Sell	22,817 -7,992	-26%	-$398K	0.21%	98
2024 Q1	$1.55M	Hold	30,809	–	–	0.31%	78
2023 Q4	$1.48M	Hold	30,809	–	–	0.23%	121
2023 Q3	$1.35M	Hold	30,809	–	–	0.19%	153
2023 Q2	$1.42M	Hold	30,809	–	–	0.18%	157
2023 Q1	$1.39M	Hold	30,809	–	–	0.23%	110
2022 Q4	$1.29M	Hold	30,809	–	–	0.12%	125
2022 Q3	$1.12M	Hold	30,809	–	–	0.11%	146
2022 Q2	$1.26M	Hold	30,809	–	–	0.12%	131
2022 Q1	$1.48M	Hold	30,809	–	–	0.12%	140
2021 Q4	$1.57M	Hold	30,809	–	–	0.12%	147
2021 Q3	$1.56M	Hold	30,809	–	–	0.1%	155
2021 Q2	$1.59M	Hold	30,809	–	–	0.1%	167
2021 Q1	$1.51M	Sell	30,809 -29,339	-49%	-$1.43M	0.11%	160
2020 Q4	$2.84M	Buy	60,148 +30,074	+100%	+$1.32M	0.21%	99
2020 Q3	$1.23M	Hold	30,074	–	–	0.12%	157
2020 Q2	$1.17M	Sell	30,074 -2,570	-8%	-$93.8K	0.1%	158
2020 Q1	$1.09M	Buy	32,644 +1,940	+6%	+$77.8K	0.08%	129
2019 Q4	$1.35M	Hold	30,704	–	–	0.06%	147
2019 Q3	$1.26M	Hold	30,704	–	–	0.06%	166
2019 Q2	$1.28M	Hold	30,704	–	–	0.03%	231
2019 Q1	$1.25M	Hold	30,704	–	–	0.02%	225
2018 Q4	$1.14M	Buy	30,704 +13,106	+74%	+$519K	0.02%	225
2018 Q3	$761K	Buy	+17,598	New	+$759K	0.01%	275

Other funds holding VEA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Advisory Research's VEA Position: Q1 2026 in Review

Advisory Research increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 1.2% in Q1 2026, buying an estimated $19.1K and bringing the position to 24,316 shares worth $1.56M. The position accounts for 0.19% of the portfolio, ranked #82.

Advisory Research first reported a position in VEA in Q3 2018 and has held it in 31 quarters since. The position peaked at $2.84M in Q4 2020. 2,891 funds tracked by Wall St. Rank hold VEA as of Q1 2026.

Advisory Research held 24,316 shares of Vanguard FTSE Developed Markets ETF worth $1.56M as of Q1 2026.
Advisory Research bought 290 Vanguard FTSE Developed Markets ETF shares in Q1 2026, an estimated $19.1K.
Vanguard FTSE Developed Markets ETF made up 0.19% of Advisory Research's portfolio in Q1 2026, its #82 holding.
Advisory Research first reported a position in Vanguard FTSE Developed Markets ETF in Q3 2018 and has held it in 31 quarters since.
Advisory Research's Vanguard FTSE Developed Markets ETF position peaked at $2.84M in Q4 2020.
2,891 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2026.

Based on Advisory Research's 13F filing for Q1 2026, filed 14 May 2026.