Heritage Wealth Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $667K | Sell |
10,412
-24
| -0.2% | -$1.58K | 0.03% | 109 |
|
|
2025
Q4 | $652K | Buy |
10,436
+86
| +0.8% | +$5.27K | 0.02% | 130 |
|
|
2025
Q3 | $620K | Sell |
10,350
-103
| -1% | -$6K | 0.03% | 115 |
|
|
2025
Q2 | $596K | Buy |
10,453
+75
| +0.7% | +$4.02K | 0.03% | 117 |
|
|
2025
Q1 | $527K | Buy |
10,378
+45
| +0.4% | +$2.28K | 0.03% | 123 |
|
|
2024
Q4 | $494K | Buy |
10,333
+472
| +5% | +$23.7K | 0.02% | 137 |
|
|
2024
Q3 | $521K | Buy |
9,861
+26
| +0.3% | +$1.32K | 0.02% | 141 |
|
|
2024
Q2 | $486K | Buy |
9,835
+86
| +0.9% | +$4.28K | 0.02% | 138 |
|
|
2024
Q1 | $489K | Buy |
9,749
+53
| +0.5% | +$2.56K | 0.02% | 144 |
|
|
2023
Q4 | $464K | Buy |
9,696
+9,239
| +2,022% | +$414K | 0.02% | 149 |
|
|
2023
Q3 | $20K | Hold |
457
| – | – | ﹤0.01% | 382 |
|
|
2023
Q2 | $21.1K | Hold |
457
| – | – | ﹤0.01% | 395 |
|
|
2023
Q1 | $20.6K | Hold |
457
| – | – | ﹤0.01% | 399 |
|
|
2022
Q4 | $19.2K | Hold |
457
| – | – | ﹤0.01% | 415 |
|
|
2022
Q3 | $16.6K | Hold |
457
| – | – | ﹤0.01% | 394 |
|
|
2022
Q2 | $19K | Hold |
457
| – | – | ﹤0.01% | 429 |
|
|
2022
Q1 | $22K | Hold |
457
| – | – | ﹤0.01% | 391 |
|
|
2021
Q4 | $23K | Hold |
457
| – | – | ﹤0.01% | 396 |
|
|
2021
Q3 | $23.1K | Hold |
457
| – | – | ﹤0.01% | 393 |
|
|
2021
Q2 | $23.5K | Hold |
457
| – | – | ﹤0.01% | 399 |
|
|
2021
Q1 | $22.4K | Hold |
457
| – | – | ﹤0.01% | 412 |
|
|
2020
Q4 | $22K | Hold |
457
| – | – | ﹤0.01% | 400 |
|
|
2020
Q3 | $18.7K | Hold |
457
| – | – | ﹤0.01% | 357 |
|
|
2020
Q2 | $17.7K | Sell |
457
-1,246
| -73% | -$45.5K | ﹤0.01% | 345 |
|
|
2020
Q1 | $56.8K | Sell |
1,703
-205
| -11% | -$8.22K | 0.01% | 244 |
|
|
2019
Q4 | $84.1K | Hold |
1,908
| – | – | 0.01% | 249 |
|
|
2019
Q3 | $78K | Buy |
1,908
+850
| +80% | +$34.7K | 0.01% | 234 |
|
|
2019
Q2 | $44.1K | Hold |
1,058
| – | – | 0.01% | 267 |
|
|
2019
Q1 | $43.2K | Hold |
1,058
| – | – | 0.01% | 240 |
|
|
2018
Q4 | $39K | Sell |
1,058
-60
| -5% | -$2.38K | 0.01% | 209 |
|
|
2018
Q3 | $48K | Buy |
+1,118
| New | +$48.2K | 0.01% | 202 |
|
|
2015
Q1 | – | Sell |
-7,961
| Closed | -$302K | – | 93 |
|
|
2014
Q4 | $302K | Sell |
7,961
-328,755
| -98% | -$12.7M | 0.27% | 69 |
|
|
2014
Q3 | $13.4M | Buy |
336,716
+17,962
| +6% | +$747K | 13.91% | 2 |
|
|
2014
Q2 | $13.6M | Buy |
318,754
+5,910
| +2% | +$249K | 14.54% | 2 |
|
|
2014
Q1 | $12.9M | Buy |
312,844
+28,000
| +10% | +$1.15M | 14.94% | 2 |
|
|
2013
Q4 | $11.9M | Buy |
+284,844
| New | +$11.6M | 14.97% | 2 |
|
Other funds holding VEA
Heritage Wealth Advisors's VEA Position: Q1 2026 in Review
Heritage Wealth Advisors reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 0.23% in Q1 2026, selling an estimated $1.58K and leaving 10,412 shares worth $667K. The position accounts for 0.03% of the portfolio, ranked #109.
Heritage Wealth Advisors first reported a position in VEA in Q4 2013 and has held it in 36 quarters since. The position peaked at $13.6M in Q2 2014. 2,891 funds tracked by Wall St. Rank hold VEA as of Q1 2026.
- Heritage Wealth Advisors held 10,412 shares of Vanguard FTSE Developed Markets ETF worth $667K as of Q1 2026.
- Heritage Wealth Advisors sold 24 Vanguard FTSE Developed Markets ETF shares in Q1 2026, an estimated $1.58K.
- Vanguard FTSE Developed Markets ETF made up 0.03% of Heritage Wealth Advisors's portfolio in Q1 2026, its #109 holding.
- Heritage Wealth Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2013 and has held it in 36 quarters since.
- Heritage Wealth Advisors's Vanguard FTSE Developed Markets ETF position peaked at $13.6M in Q2 2014.
- 2,891 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2026.
Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.