EFS
VEA icon

Essex Financial Services’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Essex Financial Services’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 		$9.95M Buy
155,203
+19,283
+14% +$1.27M 0.56% 36
2025
Q4 		$8.49M Buy
135,920
+19,642
+17% +$1.2M 0.48% 45
2025
Q3 		$6.97M Buy
116,278
+22,067
+23% +$1.29M 0.42% 51
2025
Q2 		$5.37M Buy
94,211
+20,222
+27% +$1.08M 0.35% 63
2025
Q1 		$3.76M Buy
73,989
+846
+1% +$42.8K 0.27% 86
2024
Q4 		$3.5M Buy
73,143
+1,449
+2% +$72.8K 0.25% 88
2024
Q3 		$3.65M Buy
71,694
+2,451
+4% +$125K 0.26% 88
2024
Q2 		$3.37M Buy
69,243
+17,924
+35% +$892K 0.25% 89
2024
Q1 		$2.57M Buy
51,319
+4,697
+10% +$227K 0.24% 91
2023
Q4 		$2.23M Buy
46,622
+3,441
+8% +$154K 0.23% 95
2023
Q3 		$1.89M Buy
43,181
+4,288
+11% +$196K 0.22% 101
2023
Q2 		$1.8M Buy
38,893
+2,633
+7% +$121K 0.2% 104
2023
Q1 		$1.64M Buy
36,260
+1,650
+5% +$73.5K 0.17% 122
2022
Q4 		$1.45M Sell
34,610
-4,387
-11% -$178K 0.15% 135
2022
Q3 		$1.42M Buy
38,997
+1,849
+5% +$75.3K 0.17% 125
2022
Q2 		$1.52M Buy
37,148
+6,182
+20% +$275K 0.17% 123
2022
Q1 		$1.49M Buy
30,966
+578
+2% +$28.1K 0.14% 150
2021
Q4 		$1.55M Buy
30,388
+425
+1% +$21.8K 0.15% 147
2021
Q3 		$1.51M Buy
29,963
+8,457
+39% +$440K 0.17% 136
2021
Q2 		$1.06M Hold
21,506
– – 0.15% 143
2021
Q1 		$1.06M Buy
21,506
+3,240
+18% +$158K 0.19% 121
2020
Q4 		$862K Buy
18,266
+3,618
+25% +$159K 0.17% 131
2020
Q3 		$599K Buy
14,648
+1,015
+7% +$41.6K 0.15% 136
2020
Q2 		$529K Buy
13,633
+3,191
+31% +$117K 0.16% 124
2020
Q1 		$348K Buy
10,442
+502
+5% +$20.1K 0.12% 163
2019
Q4 		$438K Buy
9,940
+882
+10% +$37.6K 0.12% 162
2019
Q3 		$372K Sell
9,058
-159
-2% -$6.49K 0.12% 164
2019
Q2 		$384K Buy
9,217
+361
+4% +$14.9K 0.11% 158
2019
Q1 		$362K Buy
8,856
+913
+11% +$36.5K 0.11% 158
2018
Q4 		$295K Sell
7,943
-5,730
-42% -$227K 0.09% 179
2018
Q3 		$592K Buy
13,673
+741
+6% +$31.9K 0.13% 143
2018
Q2 		$555K Sell
12,932
-30,506
-70% -$1.36M 0.13% 146
2018
Q1 		$1.92M Buy
43,438
+38,835
+844% +$1.76M 0.38% 73
2017
Q4 		$207K Buy
+4,603
New +$203K 0.05% 263
2017
Q3 		– Sell
-17,112
Closed -$707K – 340
2017
Q2 		$707K Buy
17,112
+955
+6% +$38.9K 0.15% 151
2017
Q1 		$635K Buy
16,157
+5,329
+49% +$204K 0.15% 154
2016
Q4 		$396K Sell
10,828
-275
-2% -$10K 0.08% 212
2016
Q3 		$414K Buy
11,103
+538
+5% +$19.8K 0.1% 191
2016
Q2 		$374K Buy
+10,565
New +$382K 0.09% 212
2016
Q1 		– Sell
-23,440
Closed -$861K – 324
2015
Q4 		$861K Sell
23,440
-2,153
-8% -$80.7K 0.21% 118
2015
Q3 		$912K Buy
25,593
+6,605
+35% +$254K 0.24% 103
2015
Q2 		$753K Buy
+18,988
New +$785K 0.19% 130

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

Essex Financial Services's VEA Position: Q1 2026 in Review

Essex Financial Services increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 14% in Q1 2026, buying an estimated $1.27M and bringing the position to 155,203 shares worth $9.95M. The position accounts for 0.56% of the portfolio, ranked #36.

Essex Financial Services first reported a position in VEA in Q2 2015 and has held it in 42 quarters since. 2,891 funds tracked by Wall St. Rank hold VEA as of Q1 2026.

  • Essex Financial Services held 155,203 shares of Vanguard FTSE Developed Markets ETF worth $9.95M as of Q1 2026.
  • Essex Financial Services bought 19,283 Vanguard FTSE Developed Markets ETF shares in Q1 2026, an estimated $1.27M.
  • Vanguard FTSE Developed Markets ETF made up 0.56% of Essex Financial Services's portfolio in Q1 2026, its #36 holding.
  • Essex Financial Services first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2015 and has held it in 42 quarters since.
  • 2,891 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.