HBK Sorce Advisory’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

HBK Sorce Advisory’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	$554M	Buy	7,820,433 +53,796	+0.7%	+$3.55M	10.98%	3
2025 Q4	$523M	Buy	7,766,637 +80,038	+1%	+$4.9M	12.02%	3
2025 Q3	$464M	Buy	7,686,599 +184,579	+2%	+$10.8M	11.64%	3
2025 Q2	$428M	Buy	7,502,020 +100,520	+1%	+$5.38M	11.57%	3
2025 Q1	$376M	Buy	7,401,500 +534,206	+8%	+$27M	11.03%	3
2024 Q4	$328M	Buy	6,867,294 +149,383	+2%	+$7.5M	9.9%	3
2024 Q3	$355M	Buy	6,717,911 +145,949	+2%	+$7.42M	10.8%	3
2024 Q2	$325M	Buy	6,571,962 +99,521	+2%	+$4.95M	11.34%	2
2024 Q1	$325M	Buy	6,472,441 +277,862	+4%	+$13.4M	11.46%	2
2023 Q4	$297M	Buy	6,194,579 +155,548	+3%	+$6.96M	11.45%	2
2023 Q3	$264M	Buy	6,039,031 +327,684	+6%	+$15M	11.62%	2
2023 Q2	$264M	Buy	5,711,347 +741,227	+15%	+$34.1M	11.15%	2
2023 Q1	$225M	Sell	4,970,120 -4,691,540	-49%	-$209M	10.19%	2
2022 Q4	$406M	Buy	9,661,660 +9,166,856	+1,853%	+$371M	10.91%	2
2022 Q3	$18M	Buy	494,804 +433,525	+707%	+$17.7M	1.2%	11
2022 Q2	$2.5M	Buy	61,279 +9,445	+18%	+$420K	0.18%	83
2022 Q1	$2.49M	Sell	51,834 -7,932	-13%	-$386K	0.14%	109
2021 Q4	$3.05M	Buy	59,766 +4,000	+7%	+$205K	0.15%	99
2021 Q3	$2.82M	Buy	55,766 +4,036	+8%	+$210K	0.16%	99
2021 Q2	$2.67M	Sell	51,730 -3,196	-6%	-$165K	0.15%	107
2021 Q1	$2.7M	Buy	54,926 +19,397	+55%	+$948K	0.16%	98
2020 Q4	$1.68M	Sell	35,529 -694	-2%	-$30.5K	0.1%	131
2020 Q3	$1.48M	Buy	36,223 +1,290	+4%	+$52.9K	0.11%	130
2020 Q2	$1.35M	Sell	34,933 -9,583	-22%	-$350K	0.1%	131
2020 Q1	$1.48M	Sell	44,516 -2,030	-4%	-$81.5K	0.14%	106
2019 Q4	$2.05M	Buy	46,546 +2,614	+6%	+$111K	0.18%	98
2019 Q3	$1.8M	Buy	43,932 +53	+0.1%	+$2.16K	0.17%	100
2019 Q2	$1.83M	Sell	43,879 -2,698	-6%	-$111K	0.18%	104
2019 Q1	$1.9M	Buy	46,577 +4,230	+10%	+$169K	0.19%	101
2018 Q4	$1.57M	Sell	42,347 -21,389	-34%	-$847K	0.18%	107
2018 Q3	$2.76M	Sell	63,736 -68,268	-52%	-$2.94M	0.31%	60
2018 Q2	$5.66M	Buy	132,004 +64,839	+97%	+$2.89M	0.65%	28
2018 Q1	$2.97M	Buy	67,165 +24,052	+56%	+$1.09M	0.37%	52
2017 Q4	$1.93M	Sell	43,113 -36,663	-46%	-$1.62M	0.23%	79
2017 Q3	$3.46M	Buy	79,776 +8,593	+12%	+$365K	0.52%	27
2017 Q2	$2.94M	Buy	+71,183	New	+$2.9M	0.47%	33
2017 Q1	–	Sell	-33,168	Closed	-$1.27M	–	420
2016 Q4	$1.21M	Sell	33,168 -6,673	-17%	-$243K	0.22%	75
2016 Q3	$1.49M	Buy	39,841 +754	+2%	+$27.7K	0.3%	57
2016 Q2	$1.38M	Hold	39,087	–	–	0.3%	56
2016 Q1	$1.4M	Buy	39,087 +365	+0.9%	+$12.6K	0.33%	49
2015 Q4	$1.42M	Hold	38,722	–	–	0.37%	44
2015 Q3	$1.38M	Hold	38,722	–	–	0.45%	30
2015 Q2	$1.53M	Hold	38,722	–	–	0.52%	28
2015 Q1	$1.54M	Hold	38,722	–	–	0.53%	30
2014 Q4	$1.47M	Hold	38,722	–	–	0.51%	32
2014 Q3	$1.54M	Hold	38,722	–	–	0.56%	31
2014 Q2	$1.65M	Hold	38,722	–	–	0.57%	30
2014 Q1	$1.6M	Hold	38,722	–	–	0.58%	30
2013 Q4	$1.61M	Hold	38,722	–	–	0.58%	28
2013 Q3	$1.53M	Sell	38,722 -38,722	-50%	-$1.47M	0.63%	23
2013 Q2	$2.76M	Buy	+77,444	New	+$2.9M	0.6%	26

Other funds holding VEA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

HBK Sorce Advisory's VEA Position: Q1 2026 in Review

HBK Sorce Advisory increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 0.69% in Q1 2026, buying an estimated $3.55M and bringing the position to 7,820,433 shares worth $554M. The position accounts for 10.98% of the portfolio, ranked #3.

HBK Sorce Advisory first reported a position in VEA in Q2 2013 and has held it in 51 quarters since. 2,891 funds tracked by Wall St. Rank hold VEA as of Q1 2026.

HBK Sorce Advisory held 7,820,433 shares of Vanguard FTSE Developed Markets ETF worth $554M as of Q1 2026.
HBK Sorce Advisory bought 53,796 Vanguard FTSE Developed Markets ETF shares in Q1 2026, an estimated $3.55M.
Vanguard FTSE Developed Markets ETF made up 10.98% of HBK Sorce Advisory's portfolio in Q1 2026, its #3 holding.
HBK Sorce Advisory first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2013 and has held it in 51 quarters since.
2,891 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2026.

Based on HBK Sorce Advisory's 13F filing for Q1 2026, filed 11 May 2026.