Heartwood Wealth Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Heartwood Wealth Advisors’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	$61.5M	Buy	863,734 +31,448	+4%	+$2.19M	4.78%	3
2026 Q1	$53.3M	Sell	832,286 -69,056	-8%	-$4.56M	4.65%	3
2025 Q4	$56.3M	Buy	901,342 +9,688	+1%	+$593K	5.19%	4
2025 Q3	$53.4M	Buy	891,654 +5,597	+0.6%	+$326K	4.99%	3
2025 Q2	$50.5M	Buy	886,057 +5,723	+0.7%	+$307K	5.27%	3
2025 Q1	$44.7M	Sell	880,334 -31,087	-3%	-$1.57M	5.11%	3
2024 Q4	$43.6M	Buy	911,421 +13,325	+1%	+$669K	4.91%	3
2024 Q3	$47.4M	Sell	898,096 -1,626	-0.2%	-$82.7K	5.25%	3
2024 Q2	$44.5M	Buy	899,722 +7,748	+0.9%	+$386K	5.31%	3
2024 Q1	$44.8M	Sell	891,974 -463,207	-34%	-$22.4M	5.51%	3
2023 Q4	$64.9M	Buy	1,355,181 +17,429	+1%	+$780K	8.64%	3
2023 Q3	$58.5M	Buy	1,337,752 +12,156	+0.9%	+$556K	8.63%	3
2023 Q2	$61.2M	Buy	1,325,596 +24,646	+2%	+$1.13M	8.68%	3
2023 Q1	$58.8M	Buy	1,300,950 +50,298	+4%	+$2.24M	8.76%	3
2022 Q4	$52.5M	Buy	1,250,652 +31,857	+3%	+$1.29M	8.22%	3
2022 Q3	$44.3M	Sell	1,218,795 -174,122	-13%	-$7.1M	7.68%	3
2022 Q2	$56.8M	Buy	1,392,917 +46,744	+3%	+$2.08M	9.35%	2
2022 Q1	$64.7M	Buy	1,346,173 +71,948	+6%	+$3.5M	9.63%	2
2021 Q4	$65.1M	Buy	1,274,225 +13,975	+1%	+$718K	9.77%	3
2021 Q3	$63.6M	Buy	1,260,250 +11,049	+0.9%	+$575K	9.91%	2
2021 Q2	$64.4M	Sell	1,249,201 -4,611	-0.4%	-$238K	9.89%	3
2021 Q1	$61.6M	Sell	1,253,812 -162,646	-11%	-$7.95M	9.89%	3
2020 Q4	$66.9M	Buy	1,416,458 +33,314	+2%	+$1.47M	10.79%	2
2020 Q3	$56.6M	Sell	1,383,144 -273,457	-17%	-$11.2M	10.82%	2
2020 Q2	$53.5M	Buy	1,656,601 +287,062	+21%	+$10.5M	10.58%	3
2020 Q1	$45.7M	Buy	1,369,539 +1,143	+0.1%	+$45.9K	10.96%	1
2019 Q4	$60.3M	Buy	+1,368,396	New	+$58.4M	11.52%	1

Other funds holding VEA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Heartwood Wealth Advisors's VEA Position: Q2 2026 in Review

Heartwood Wealth Advisors increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 3.8% in Q2 2026, buying an estimated $2.19M and bringing the position to 863,734 shares worth $61.5M. The position accounts for 4.78% of the portfolio, ranked #3.

Heartwood Wealth Advisors first reported a position in VEA in Q4 2019 and has held it in 27 quarters since. The position peaked at $66.9M in Q4 2020. 2,997 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

Heartwood Wealth Advisors held 863,734 shares of Vanguard FTSE Developed Markets ETF worth $61.5M as of Q2 2026.
Heartwood Wealth Advisors bought 31,448 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $2.19M.
Vanguard FTSE Developed Markets ETF made up 4.78% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #3 holding.
Heartwood Wealth Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2019 and has held it in 27 quarters since.
Heartwood Wealth Advisors's Vanguard FTSE Developed Markets ETF position peaked at $66.9M in Q4 2020.
2,997 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.