Dynamic Wealth Strategies
VEA icon

Dynamic Wealth Strategies’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Dynamic Wealth Strategies’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 		$5.73M Sell
81,219
-12,343
-13% -$885K 3.05% 11
2026
Q2 		$6.67M Sell
93,562
-1,595
-2% -$111K 3.55% 9
2026
Q1 		$6.1M Buy
95,157
+5,946
+7% +$392K 3.53% 8
2025
Q4 		$5.57M Buy
89,211
+13,413
+18% +$822K 3.32% 9
2025
Q3 		$4.54M Buy
+75,798
New +$4.42M 3.03% 9

Other funds holding VEA

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

Dynamic Wealth Strategies's VEA Position: Q3 2026 in Review

Dynamic Wealth Strategies reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 13% in Q3 2026, selling an estimated $885K and leaving 81,219 shares worth $5.73M. The position accounts for 3.05% of the portfolio, ranked #11.

Dynamic Wealth Strategies first reported a position in VEA in Q3 2025 and has held it in 5 quarters since. The position peaked at $6.67M in Q2 2026. 2,493 funds tracked by Wall St. Rank hold VEA as of Q3 2026.

  • Dynamic Wealth Strategies held 81,219 shares of Vanguard FTSE Developed Markets ETF worth $5.73M as of Q3 2026.
  • Dynamic Wealth Strategies sold 12,343 Vanguard FTSE Developed Markets ETF shares in Q3 2026, an estimated $885K.
  • Vanguard FTSE Developed Markets ETF made up 3.05% of Dynamic Wealth Strategies's portfolio in Q3 2026, its #11 holding.
  • Dynamic Wealth Strategies first reported a position in Vanguard FTSE Developed Markets ETF in Q3 2025 and has held it in 5 quarters since.
  • Dynamic Wealth Strategies's Vanguard FTSE Developed Markets ETF position peaked at $6.67M in Q2 2026.
  • 2,493 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q3 2026, filed 16 Oct 2026.