CWS Financial Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

CWS Financial 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
2026 Q1	$810K	Buy	12,640 +1,577	+14%	+$104K	0.21%	67
2025 Q4	$691K	Buy	11,063 +1,619	+17%	+$99.2K	0.19%	73
2025 Q3	$566K	Buy	9,444 +757	+9%	+$44.1K	0.16%	75
2025 Q2	$495K	Buy	8,687 +15	+0.2%	+$803	0.14%	83
2025 Q1	$441K	Buy	8,672 +8	+0.1%	+$405	0.14%	83
2024 Q4	$414K	Buy	8,664 +429	+5%	+$21.5K	0.13%	86
2024 Q3	$435K	Buy	8,235 +8	+0.1%	+$407	0.15%	75
2024 Q2	$407K	Sell	8,227 -282	-3%	-$14K	0.16%	69
2024 Q1	$427K	Buy	+8,509	New	+$411K	0.17%	64
2022 Q3	–	Sell	-3,154	Closed	-$129K	–	163
2022 Q2	$129K	Buy	+3,154	New	+$140K	0.06%	155

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

CWS Financial Advisors's VEA Position: Q1 2026 in Review

CWS Financial Advisors increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 14% in Q1 2026, buying an estimated $104K and bringing the position to 12,640 shares worth $810K. The position accounts for 0.21% of the portfolio, ranked #67.

CWS Financial Advisors first reported a position in VEA in Q2 2022 and has held it in 10 quarters since. 2,891 funds tracked by Wall St. Rank hold VEA as of Q1 2026.

CWS Financial Advisors held 12,640 shares of Vanguard FTSE Developed Markets ETF worth $810K as of Q1 2026.
CWS Financial Advisors bought 1,577 Vanguard FTSE Developed Markets ETF shares in Q1 2026, an estimated $104K.
Vanguard FTSE Developed Markets ETF made up 0.21% of CWS Financial Advisors's portfolio in Q1 2026, its #67 holding.
CWS Financial Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2022 and has held it in 10 quarters since.
2,891 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2026.

Based on CWS Financial Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.