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Elevation Wealth Partners’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Elevation Wealth Partners’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
Q2 		$3.83M Buy
53,755
+248
+0.5% +$17.3K 1.15% 22
2026
Q1 		$3.43M Buy
53,507
+325
+0.6% +$21.4K 1.23% 20
2025
Q4 		$3.32M Buy
53,182
+719
+1% +$44K 1.18% 22
2025
Q3 		$3.14M Sell
52,463
-3,497
-6% -$204K 1.13% 26
2025
Q2 		$3.19M Sell
55,960
-362
-0.6% -$19.4K 1.26% 19
2025
Q1 		$2.86M Buy
56,322
+206
+0.4% +$10.4K 1.24% 18
2024
Q4 		$2.68M Buy
56,116
+54,176
+2,793% +$2.72M 1.13% 21
2024
Q3 		$102K Sell
1,940
-79
-4% -$4.02K 0.04% 163
2024
Q2 		$99.8K Buy
2,019
+20
+1% +$995 0.05% 161
2024
Q1 		$100K Sell
1,999
-34
-2% -$1.64K 0.05% 162
2023
Q4 		$88.9K Hold
2,033
– – 0.05% 161
2023
Q3 		$88.9K Sell
2,033
-291
-13% -$13.3K 0.08% 103
2023
Q2 		$107K Sell
2,324
-1,219
-34% -$56.1K 0.09% 95
2023
Q1 		$160K Buy
+3,543
New +$158K 0.15% 69

Other funds holding VEA

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

Elevation Wealth Partners's VEA Position: Q2 2026 in Review

Elevation Wealth Partners increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 0.46% in Q2 2026, buying an estimated $17.3K and bringing the position to 53,755 shares worth $3.83M. The position accounts for 1.15% of the portfolio, ranked #22.

Elevation Wealth Partners first reported a position in VEA in Q1 2023 and has held it in 14 quarters since. 1,338 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

  • Elevation Wealth Partners held 53,755 shares of Vanguard FTSE Developed Markets ETF worth $3.83M as of Q2 2026.
  • Elevation Wealth Partners bought 248 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $17.3K.
  • Vanguard FTSE Developed Markets ETF made up 1.15% of Elevation Wealth Partners's portfolio in Q2 2026, its #22 holding.
  • Elevation Wealth Partners first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2023 and has held it in 14 quarters since.
  • 1,338 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.