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Guardian Wealth Advisors (North Carolina)’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$41.8M Buy
586,087
+11,554
+2% +$805K 2.34% 10
2026
Q1 		$36.8M Buy
574,533
+15,084
+3% +$996K 2.32% 10
2025
Q4 		$34.9M Buy
559,449
+18,284
+3% +$1.12M 2.17% 11
2025
Q3 		$32.4M Buy
541,165
+192,558
+55% +$11.2M 2.1% 10
2025
Q2 		$19.9M Buy
348,607
+18,911
+6% +$1.01M 1.4% 16
2025
Q1 		$16.8M Buy
329,696
+15,232
+5% +$771K 1.34% 17
2024
Q4 		$15M Buy
314,464
+303,673
+2,814% +$15.2M 1.19% 19
2024
Q3 		$570K Sell
10,791
-5,828
-35% -$296K 0.06% 149
2024
Q2 		$821K Hold
16,619
– – 0.1% 114
2024
Q1 		$834K Buy
16,619
+9,439
+131% +$456K 0.1% 113
2023
Q4 		$344K Hold
7,180
– – 0.05% 178
2023
Q3 		$323K Sell
7,180
-1,358
-16% -$62.1K 0.05% 179
2023
Q2 		$394K Buy
8,538
+244
+3% +$11.2K 0.07% 147
2023
Q1 		$375K Buy
8,294
+382
+5% +$17K 0.07% 145
2022
Q4 		$332K Buy
7,912
+510
+7% +$20.7K 0.06% 143
2022
Q3 		$269K Buy
7,402
+2,164
+41% +$88.2K 0.05% 156
2022
Q2 		$214K Buy
+5,238
New +$233K 0.04% 181

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s VEA Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 2% in Q2 2026, buying an estimated $805K and bringing the position to 586,087 shares worth $41.8M. The position accounts for 2.34% of the portfolio, ranked #10.

Guardian Wealth Advisors (North Carolina) first reported a position in VEA in Q2 2022 and has held it in 17 quarters since. 2,992 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) held 586,087 shares of Vanguard FTSE Developed Markets ETF worth $41.8M as of Q2 2026.
  • Guardian Wealth Advisors (North Carolina) bought 11,554 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $805K.
  • Vanguard FTSE Developed Markets ETF made up 2.34% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #10 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2022 and has held it in 17 quarters since.
  • 2,992 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.