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

EP 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
2026
Q1 		$55.7M Sell
868,550
-57,147
-6% -$3.77M 0.27% 61
2025
Q4 		$57.8M Buy
+925,697
New +$56.7M 0.3% 58
2025
Q2 		$55.1M Buy
966,448
+105,665
+12% +$5.66M 0.36% 57
2025
Q1 		$43.8M Sell
860,783
-531,783
-38% -$26.9M 0.35% 61
2024
Q4 		$66.6M Buy
1,392,566
+710,436
+104% +$35.7M 0.54% 39
2024
Q3 		$36M Buy
682,130
+4,614
+0.7% +$235K 0.31% 68
2024
Q2 		$33.5M Sell
677,516
-24,104
-3% -$1.2M 0.36% 66
2024
Q1 		$35.2M Sell
701,620
-16,198
-2% -$782K 0.41% 61
2023
Q4 		$34.4M Buy
717,818
+31,516
+5% +$1.41M 0.44% 62
2023
Q3 		$30M Buy
686,302
+684,565
+39,411% +$31.3M 0.47% 59
2023
Q2 		$31.1M Buy
1,737
+193
+13% +$8.88K 0.45% 57
2023
Q1 		$299K Sell
1,544
-1,238,175
-100% -$55.2M 0.01% 489
2022
Q4 		$52M Buy
1,239,719
+586,277
+90% +$23.7M 0.94% 25
2022
Q3 		$23.8M Sell
653,442
-304,102
-32% -$12.4M 0.54% 49
2022
Q2 		$39.1M Buy
957,544
+355,768
+59% +$15.8M 0.88% 28
2022
Q1 		$28.9M Sell
601,776
-7,867
-1% -$383K 0.63% 45
2021
Q4 		$31.1M Buy
609,643
+488,342
+403% +$25.1M 0.74% 36
2021
Q3 		$6.12M Buy
121,301
+10,145
+9% +$528K 0.17% 80
2021
Q2 		$5.73M Buy
111,156
+2,910
+3% +$150K 0.16% 92
2021
Q1 		$5.32M Buy
108,246
+6,986
+7% +$341K 0.17% 92
2020
Q4 		$4.78M Sell
101,260
-153,365
-60% -$6.75M 0.17% 76
2020
Q3 		$10.4M Sell
254,625
-74,727
-23% -$3.07M 0.45% 48
2020
Q2 		$12.8M Sell
329,352
-33,208
-9% -$1.21M 0.55% 43
2020
Q1 		$12.1M Sell
362,560
-48,251
-12% -$1.94M 0.59% 35
2019
Q4 		$18.1M Buy
410,811
+351,592
+594% +$15M 0.75% 32
2019
Q3 		$2.43M Buy
59,219
+3,482
+6% +$142K 0.12% 95
2019
Q2 		$2.33M Buy
+55,737
New +$2.3M 0.15% 73
2019
Q1 		– Sell
-61,287
Closed -$2.27M – 270
2018
Q4 		$2.27M Buy
61,287
+21,956
+56% +$869K 0.18% 77
2018
Q3 		$1.7M Buy
39,331
+7,807
+25% +$337K 0.13% 86
2018
Q2 		$1.35M Hold
31,524
– – 0.13% 75
2018
Q1 		$1.4M Buy
31,524
+1,202
+4% +$54.5K 0.13% 81
2017
Q4 		$1.36M Buy
30,322
+5,161
+21% +$228K 0.14% 65
2017
Q3 		$1.09M Sell
25,161
-2,431
-9% -$103K 0.13% 77
2017
Q2 		$1.14M Buy
27,592
+7,998
+41% +$326K 0.14% 80
2017
Q1 		$770K Sell
19,594
-1,387
-7% -$53.2K 0.11% 68
2016
Q4 		$767K Buy
20,981
+1,046
+5% +$38.2K 0.11% 66
2016
Q3 		$746K Sell
19,935
-22
-0.1% -$809 0.12% 59
2016
Q2 		$706K Buy
19,957
+5,372
+37% +$194K 0.11% 64
2016
Q1 		$523K Buy
+14,585
New +$503K 0.08% 76
2015
Q4 		– Sell
-6,543
Closed -$233K – 162
2015
Q3 		$233K Buy
+6,543
New +$251K 0.04% 125

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

EP Wealth Advisors's VEA Position: Q1 2026 in Review

EP Wealth Advisors reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 6.2% in Q1 2026, selling an estimated $3.77M and leaving 868,550 shares worth $55.7M. The position accounts for 0.27% of the portfolio, ranked #61.

EP Wealth Advisors first reported a position in VEA in Q3 2015 and has held it in 40 quarters since. The position peaked at $66.6M in Q4 2024. 2,894 funds tracked by Wall St. Rank hold VEA as of Q1 2026.

  • EP Wealth Advisors held 868,550 shares of Vanguard FTSE Developed Markets ETF worth $55.7M as of Q1 2026.
  • EP Wealth Advisors sold 57,147 Vanguard FTSE Developed Markets ETF shares in Q1 2026, an estimated $3.77M.
  • Vanguard FTSE Developed Markets ETF made up 0.27% of EP Wealth Advisors's portfolio in Q1 2026, its #61 holding.
  • EP Wealth Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q3 2015 and has held it in 40 quarters since.
  • EP Wealth Advisors's Vanguard FTSE Developed Markets ETF position peaked at $66.6M in Q4 2024.
  • 2,894 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.