Forza Wealth Management
VEA icon

Forza Wealth Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Forza Wealth Management’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 		$610K Sell
8,638
-2,270
-21% -$163K 0.18% 115
2026
Q2 		$777K Sell
10,908
-91
-0.8% -$6.34K 0.24% 94
2026
Q1 		$705K Sell
10,999
-84
-0.8% -$5.54K 0.25% 97
2025
Q4 		$692K Sell
11,083
-1,125
-9% -$68.9K 0.25% 89
2025
Q3 		$732K Sell
12,208
-9,478
-44% -$552K 0.28% 83
2025
Q2 		$1.24M Buy
21,686
+12,612
+139% +$676K 0.51% 46
2025
Q1 		$461K Sell
9,074
-200
-2% -$10.1K 0.21% 114
2024
Q4 		$443K Hold
9,274
– – 0.2% 116
2024
Q3 		$490K Hold
9,274
– – 0.22% 118
2024
Q2 		$458K Sell
9,274
-1,800
-16% -$89.6K 0.24% 116
2024
Q1 		$556K Sell
11,074
-225
-2% -$10.9K 0.29% 97
2023
Q4 		$541K Hold
11,299
– – 0.3% 94
2023
Q3 		$494K Hold
11,299
– – 0.25% 112
2023
Q2 		$522K Hold
11,299
– – 0.26% 109
2023
Q1 		$510K Hold
11,299
– – 0.26% 112
2022
Q4 		$474K Buy
+11,299
New +$458K 0.31% 86

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

Forza Wealth Management's VEA Position: Q3 2026 in Review

Forza Wealth Management reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 21% in Q3 2026, selling an estimated $163K and leaving 8,638 shares worth $610K. The position accounts for 0.18% of the portfolio, ranked #115.

Forza Wealth Management first reported a position in VEA in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.24M in Q2 2025. 2,493 funds tracked by Wall St. Rank hold VEA as of Q3 2026.

  • Forza Wealth Management held 8,638 shares of Vanguard FTSE Developed Markets ETF worth $610K as of Q3 2026.
  • Forza Wealth Management sold 2,270 Vanguard FTSE Developed Markets ETF shares in Q3 2026, an estimated $163K.
  • Vanguard FTSE Developed Markets ETF made up 0.18% of Forza Wealth Management's portfolio in Q3 2026, its #115 holding.
  • Forza Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2022 and has held it in 16 quarters since.
  • Forza Wealth Management's Vanguard FTSE Developed Markets ETF position peaked at $1.24M in Q2 2025.
  • 2,493 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2026.

Based on Forza Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.