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

Kingswood 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	$8.31M	Buy	116,665 +7,383	+7%	+$514K	0.34%	63
2026 Q1	$7M	Buy	109,282 +9,039	+9%	+$597K	0.33%	62
2025 Q4	$6.26M	Buy	100,243 +13,713	+16%	+$840K	0.3%	74
2025 Q3	$5.18M	Buy	86,530 +12,979	+18%	+$756K	0.31%	70
2025 Q2	$4.19M	Buy	73,551 +4,207	+6%	+$225K	0.33%	65
2025 Q1	$3.52M	Buy	69,344 +5,282	+8%	+$267K	0.32%	67
2024 Q4	$3.06M	Buy	64,062 +29,838	+87%	+$1.5M	0.23%	97
2024 Q3	$1.81M	Sell	34,224 -1,284	-4%	-$65.3K	0.13%	181
2024 Q2	$1.75M	Buy	35,508 +1,500	+4%	+$74.6K	0.16%	129
2024 Q1	$1.71M	Buy	34,008 +7,715	+29%	+$373K	0.2%	126
2023 Q4	$1.26M	Buy	26,293 +8,611	+49%	+$385K	0.14%	166
2023 Q3	$773K	Buy	+17,682	New	+$809K	0.13%	178

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

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

Kingswood Wealth Advisors increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 6.8% in Q2 2026, buying an estimated $514K and bringing the position to 116,665 shares worth $8.31M. The position accounts for 0.34% of the portfolio, ranked #63.

Kingswood Wealth Advisors first reported a position in VEA in Q3 2023 and has held it in 12 quarters since. 2,984 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

Kingswood Wealth Advisors held 116,665 shares of Vanguard FTSE Developed Markets ETF worth $8.31M as of Q2 2026.
Kingswood Wealth Advisors bought 7,383 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $514K.
Vanguard FTSE Developed Markets ETF made up 0.34% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #63 holding.
Kingswood Wealth Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q3 2023 and has held it in 12 quarters since.
2,984 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.