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Financial Strategies Group’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Financial Strategies Group’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 		$1.52M Sell
22,391
-693
-3% -$45.7K 0.26% 42
2025
Q4 		$1.48M Sell
23,084
-22
-0.1% -$1.35K 0.27% 43
2025
Q3 		$1.41M Hold
23,106
– – 0.27% 41
2025
Q2 		$1.31M Sell
23,106
-27
-0.1% -$1.45K 0.27% 42
2025
Q1 		$1.16M Hold
23,133
– – 0.28% 41
2024
Q4 		$1.1M Buy
23,133
+594
+3% +$29.8K 0.26% 41
2024
Q3 		$1.17M Hold
22,539
– – 0.28% 40
2024
Q2 		$1.13M Sell
22,539
-1,673
-7% -$83.2K 0.28% 40
2024
Q1 		$1.21M Hold
24,212
– – 0.33% 39
2023
Q4 		$1.14M Sell
24,212
-3,058
-11% -$137K 0.33% 38
2023
Q3 		$1.19M Sell
27,270
-415
-1% -$19K 0.38% 39
2023
Q2 		$1.28M Hold
27,685
– – 0.41% 38
2023
Q1 		$1.25M Sell
27,685
-85,801
-76% -$3.82M 0.48% 37
2022
Q4 		$4.76M Buy
113,486
+38,785
+52% +$1.57M 1.98% 14
2022
Q3 		$2.72M Sell
74,701
-5,340
-7% -$218K 1.23% 17
2022
Q2 		$3.27M Buy
80,041
+25,689
+47% +$1.14M 1.37% 16
2022
Q1 		$2.61M Buy
54,352
+21,724
+67% +$1.06M 1.04% 17
2021
Q4 		$1.67M Buy
32,628
+6,540
+25% +$336K 0.68% 18
2021
Q3 		$1.32M Sell
26,088
-154
-0.6% -$8.01K 0.59% 22
2021
Q2 		$1.35M Sell
26,242
-507
-2% -$26.2K 0.63% 21
2021
Q1 		$1.31M Sell
26,749
-1,600
-6% -$78.2K 0.68% 20
2020
Q4 		$1.34M Buy
28,349
+2,874
+11% +$126K 0.75% 21
2020
Q3 		$1.04M Buy
+25,475
New +$1.05M 0.7% 19

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

Financial Strategies Group's VEA Position: Q1 2026 in Review

Financial Strategies Group reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 3% in Q1 2026, selling an estimated $45.7K and leaving 22,391 shares worth $1.52M. The position accounts for 0.26% of the portfolio, ranked #42.

Financial Strategies Group first reported a position in VEA in Q3 2020 and has held it in 23 quarters since. The position peaked at $4.76M in Q4 2022. 2,894 funds tracked by Wall St. Rank hold VEA as of Q1 2026.

  • Financial Strategies Group held 22,391 shares of Vanguard FTSE Developed Markets ETF worth $1.52M as of Q1 2026.
  • Financial Strategies Group sold 693 Vanguard FTSE Developed Markets ETF shares in Q1 2026, an estimated $45.7K.
  • Vanguard FTSE Developed Markets ETF made up 0.26% of Financial Strategies Group's portfolio in Q1 2026, its #42 holding.
  • Financial Strategies Group first reported a position in Vanguard FTSE Developed Markets ETF in Q3 2020 and has held it in 23 quarters since.
  • Financial Strategies Group's Vanguard FTSE Developed Markets ETF position peaked at $4.76M in Q4 2022.
  • 2,894 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2026.

Based on Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.