Burt Wealth Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Burt Wealth Advisors’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
2025 Q3	$5.7M	Buy	95,099 +4,158	+5%	+$242K	1.4%	15
2025 Q2	$5.18M	Buy	90,941 +9,341	+11%	+$500K	1.19%	17
2025 Q1	$4.15M	Buy	81,600 +36,689	+82%	+$1.86M	1.04%	19
2024 Q4	$2.15M	Buy	44,911 +33,585	+297%	+$1.69M	0.55%	26
2024 Q3	$598K	Buy	11,326 +6,951	+159%	+$353K	0.15%	56
2024 Q2	$216K	Buy	+4,375	New	+$218K	0.06%	105
2021 Q1	–	Sell	-1,703	Closed	-$80K	–	354
2020 Q4	$80K	Hold	1,703	–	–	0.03%	146
2020 Q3	$70K	Hold	1,703	–	–	0.03%	151
2020 Q2	$66K	Hold	1,703	–	–	0.03%	155
2020 Q1	$57K	Hold	1,703	–	–	0.03%	156
2019 Q4	$75K	Hold	1,703	–	–	0.03%	147
2019 Q3	$70K	Hold	1,703	–	–	0.03%	148
2019 Q2	$71K	Hold	1,703	–	–	0.03%	146
2019 Q1	$70K	Buy	+1,703	New	+$68.1K	0.03%	148

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

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

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

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

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

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

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

Burt Wealth Advisors's VEA Position: Q3 2025 in Review

Burt Wealth Advisors increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 4.6% in Q3 2025, buying an estimated $242K and bringing the position to 95,099 shares worth $5.7M. The position accounts for 1.4% of the portfolio, ranked #15.

Burt Wealth Advisors first reported a position in VEA in Q1 2019 and has held it in 14 quarters since. 2,565 funds tracked by Wall St. Rank hold VEA as of Q3 2025.

Burt Wealth Advisors held 95,099 shares of Vanguard FTSE Developed Markets ETF worth $5.7M as of Q3 2025.
Burt Wealth Advisors bought 4,158 Vanguard FTSE Developed Markets ETF shares in Q3 2025, an estimated $242K.
Vanguard FTSE Developed Markets ETF made up 1.4% of Burt Wealth Advisors's portfolio in Q3 2025, its #15 holding.
Burt Wealth Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2019 and has held it in 14 quarters since.
2,565 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2025.

Based on Burt Wealth Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.