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Collaborative Wealth Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Collaborative Wealth 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
Q1 		$469K Sell
7,321
-1,177
-14% -$77.7K 0.22% 74
2025
Q4 		$531K Buy
8,498
+1,329
+19% +$81.4K 0.19% 102
2025
Q3 		$430K Buy
7,169
+2,329
+48% +$136K 0.17% 112
2025
Q2 		$276K Sell
4,840
-113
-2% -$6.05K 0.12% 143
2025
Q1 		$252K Hold
4,953
– – 0.12% 140
2024
Q4 		$237K Sell
4,953
-85
-2% -$4.27K 0.11% 157
2024
Q3 		$266K Sell
5,038
-570
-10% -$29K 0.12% 139
2024
Q2 		$277K Sell
5,608
-1,810
-24% -$90.1K 0.14% 134
2024
Q1 		$372K Buy
7,418
+1,064
+17% +$51.4K 0.19% 107
2023
Q4 		$304K Sell
6,354
-32
-0.5% -$1.43K 0.16% 117
2023
Q3 		$279K Sell
6,386
-550
-8% -$25.2K 0.17% 124
2023
Q2 		$320K Sell
6,936
-903
-12% -$41.5K 0.19% 117
2023
Q1 		$354K Sell
7,839
-12
-0.2% -$535 0.22% 111
2022
Q4 		$329K Sell
7,851
-230
-3% -$9.32K 0.22% 118
2022
Q3 		$294K Buy
8,081
+866
+12% +$35.3K 0.21% 124
2022
Q2 		$294K Buy
+7,215
New +$321K 0.19% 140
2021
Q4 		$580K Buy
+11,355
New +$583K 0.32% 103
2021
Q1 		$536K Buy
+11,150
New +$545K 0.31% 103

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Collaborative Wealth Management's VEA Position: Q1 2026 in Review

Collaborative Wealth Management reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 14% in Q1 2026, selling an estimated $77.7K and leaving 7,321 shares worth $469K. The position accounts for 0.22% of the portfolio, ranked #74.

Collaborative Wealth Management first reported a position in VEA in Q1 2021 and has held it in 18 quarters since. The position peaked at $580K in Q4 2021. 2,891 funds tracked by Wall St. Rank hold VEA as of Q1 2026.

  • Collaborative Wealth Management held 7,321 shares of Vanguard FTSE Developed Markets ETF worth $469K as of Q1 2026.
  • Collaborative Wealth Management sold 1,177 Vanguard FTSE Developed Markets ETF shares in Q1 2026, an estimated $77.7K.
  • Vanguard FTSE Developed Markets ETF made up 0.22% of Collaborative Wealth Management's portfolio in Q1 2026, its #74 holding.
  • Collaborative Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2021 and has held it in 18 quarters since.
  • Collaborative Wealth Management's Vanguard FTSE Developed Markets ETF position peaked at $580K in Q4 2021.
  • 2,891 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2026.

Based on Collaborative Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.