Advocate Group
VEA icon

Advocate Group’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Advocate Group’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
Q3 		$38.5M Buy
545,460
+15,540
+3% +$1.11M 5.96% 1
2026
Q2 		$37.8M Sell
529,920
-10,788
-2% -$751K 5.68% 1
2026
Q1 		$34.6M Buy
540,708
+21,688
+4% +$1.43M 5.42% 1
2025
Q4 		$32.4M Buy
519,020
+21,215
+4% +$1.3M 5.25% 1
2025
Q3 		$29.8M Buy
497,805
+101,190
+26% +$5.9M 4.9% 1
2025
Q2 		$22.6M Buy
396,615
+6,362
+2% +$341K 4.04% 2
2025
Q1 		$19.8M Buy
390,253
+13,089
+3% +$662K 3.62% 2
2024
Q4 		$18M Buy
377,164
+28,485
+8% +$1.43M 3.4% 2
2024
Q3 		$18.4M Buy
348,679
+18,706
+6% +$951K 3.34% 2
2024
Q2 		$16.3M Buy
329,973
+16,311
+5% +$812K 3.28% 2
2024
Q1 		$15.7M Buy
313,662
+4,301
+1% +$208K 3.13% 2
2023
Q4 		$14.8M Buy
309,361
+472
+0.2% +$21.1K 3.18% 2
2023
Q3 		$13.5M Buy
308,889
+5,013
+2% +$229K 3.13% 2
2023
Q2 		$14M Sell
303,876
-7,512
-2% -$346K 3.09% 2
2023
Q1 		$14.1M Sell
311,388
-82,351
-21% -$3.67M 3.07% 2
2022
Q4 		$16.5M Sell
393,739
-58,085
-13% -$2.35M 3.56% 2
2022
Q3 		$16.4M Buy
451,824
+34,836
+8% +$1.42M 4.06% 2
2022
Q2 		$17M Buy
+416,988
New +$18.5M 3.96% 2

Other funds holding VEA

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Country Trust Bank
Country Trust Bank Bloomington, Illinois $5.78B AUM 19.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Advocate Group's VEA Position: Q3 2026 in Review

Advocate Group increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 2.9% in Q3 2026, buying an estimated $1.11M and bringing the position to 545,460 shares worth $38.5M. The position accounts for 5.96% of the portfolio, ranked #1.

Advocate Group first reported a position in VEA in Q2 2022 and has held it in 18 quarters since. 1,504 funds tracked by Wall St. Rank hold VEA as of Q3 2026.

  • Advocate Group held 545,460 shares of Vanguard FTSE Developed Markets ETF worth $38.5M as of Q3 2026.
  • Advocate Group bought 15,540 Vanguard FTSE Developed Markets ETF shares in Q3 2026, an estimated $1.11M.
  • Vanguard FTSE Developed Markets ETF made up 5.96% of Advocate Group's portfolio in Q3 2026, its #1 holding.
  • Advocate Group first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2022 and has held it in 18 quarters since.
  • 1,504 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2026.

Based on Advocate Group's 13F filing for Q3 2026, filed 19 Oct 2026.