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

Hillcrest 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	$20.9M	Sell	293,551 -1,532	-0.5%	-$107K	7.49%	3
2026 Q1	$18.9M	Buy	295,083 +36,000	+14%	+$2.38M	7.66%	3
2025 Q4	$16.2M	Buy	259,083 +3,600	+1%	+$221K	6.97%	3
2025 Q3	$15.3M	Buy	255,483 +1,400	+0.6%	+$81.6K	6.88%	3
2025 Q2	$14.5M	Buy	254,083 +7,750	+3%	+$415K	6.81%	3
2025 Q1	$12.5M	Sell	246,333 -5,950	-2%	-$301K	6.2%	3
2024 Q4	$12.1M	Buy	252,283 +19,500	+8%	+$979K	5.73%	3
2024 Q3	$12.3M	Buy	232,783 +13,798	+6%	+$702K	6.14%	4
2024 Q2	$10.8M	Buy	218,985 +5,425	+3%	+$270K	5.83%	5
2024 Q1	$10.7M	Buy	213,560 +2,800	+1%	+$135K	5.81%	6
2023 Q4	$10.1M	Buy	210,760 +4,250	+2%	+$190K	5.56%	6
2023 Q3	$9.03M	Buy	206,510 +23,550	+13%	+$1.08M	5.14%	8
2023 Q2	$8.45M	Sell	182,960 -1,100	-0.6%	-$50.6K	4.99%	7
2023 Q1	$8.31M	Sell	184,060 -2,600	-1%	-$116K	4.93%	7
2022 Q4	$7.83M	Sell	186,660 -28,550	-13%	-$1.16M	4.68%	7
2022 Q3	$7.83M	Sell	215,210 -975	-0.5%	-$39.7K	4.96%	7
2022 Q2	$8.82M	Buy	216,185 +32,875	+18%	+$1.46M	5.35%	6
2022 Q1	$8.8M	Buy	183,310 +40,103	+28%	+$1.95M	4.88%	7
2021 Q4	$7.31M	Buy	143,207 +26,750	+23%	+$1.37M	3.93%	7
2021 Q3	$5.88M	Buy	116,457 +16,250	+16%	+$845K	3.49%	7
2021 Q2	$5.16M	Buy	100,207 +4,277	+4%	+$221K	3.13%	7
2021 Q1	$4.71M	Buy	95,930 +13,571	+16%	+$663K	2.87%	9
2020 Q4	$3.89M	Buy	82,359 +5,165	+7%	+$227K	2.6%	15
2020 Q3	$3.16M	Sell	77,194 -5,975	-7%	-$245K	2.24%	16
2020 Q2	$3.23M	Buy	83,169 +4,525	+6%	+$165K	2.79%	14
2020 Q1	$2.62M	Buy	78,644 +11,475	+17%	+$460K	2.61%	15
2019 Q4	$2.96M	Buy	67,169 +5,425	+9%	+$231K	2.46%	16
2019 Q3	$2.54M	Buy	61,744 +6,200	+11%	+$253K	2.18%	17
2019 Q2	$2.32M	Buy	55,544 +1,280	+2%	+$52.8K	1.95%	17
2019 Q1	$2.22M	Buy	54,264 +9,850	+22%	+$394K	1.95%	18
2018 Q4	$1.65M	Buy	+44,414	New	+$1.76M	1.53%	20

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

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

Hillcrest Wealth Advisors reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 0.52% in Q2 2026, selling an estimated $107K and leaving 293,551 shares worth $20.9M. The position accounts for 7.49% of the portfolio, ranked #3.

Hillcrest Wealth Advisors first reported a position in VEA in Q4 2018 and has held it in 31 quarters since. 2,997 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

Hillcrest Wealth Advisors held 293,551 shares of Vanguard FTSE Developed Markets ETF worth $20.9M as of Q2 2026.
Hillcrest Wealth Advisors sold 1,532 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $107K.
Vanguard FTSE Developed Markets ETF made up 7.49% of Hillcrest Wealth Advisors's portfolio in Q2 2026, its #3 holding.
Hillcrest Wealth Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2018 and has held it in 31 quarters since.
2,997 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Hillcrest Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.