Lloyd Advisory Services’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Lloyd Advisory Services’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	$728K	Buy	11,355 +11,349	+189,150%	+$749K	0.21%	49
2025 Q4	$349	Buy	+6	New	+$368	﹤0.01%	523
2022 Q4	–	Sell	-15,089	Closed	-$549K	–	53
2022 Q3	$549K	Sell	15,089 -6,435	-30%	-$262K	0.4%	32
2022 Q2	$879K	Sell	21,524 -6,621	-24%	-$294K	0.68%	24
2022 Q1	$1.35M	Sell	28,145 -826	-3%	-$40.2K	0.63%	27
2021 Q4	$1.48M	Buy	28,971 +249	+0.9%	+$12.8K	0.68%	28
2021 Q3	$1.45M	Sell	28,722 -529	-2%	-$27.5K	0.75%	23
2021 Q2	$1.51M	Sell	29,251 -1,141	-4%	-$58.9K	0.76%	26
2021 Q1	$1.49M	Sell	30,392 -177,865	-85%	-$8.69M	0.81%	24
2020 Q4	$9.83M	Buy	208,257 +1,680	+0.8%	+$73.9K	5.38%	5
2020 Q3	$8.45M	Buy	206,577 +31,161	+18%	+$1.28M	5.14%	3
2020 Q2	$6.8M	Buy	175,416 +62,381	+55%	+$2.28M	4.28%	7
2020 Q1	$3.77M	Sell	113,035 -32,662	-22%	-$1.31M	2.79%	7
2019 Q4	$6.42M	Buy	+145,697	New	+$6.21M	5.84%	2

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

Lloyd Advisory Services's VEA Position: Q1 2026 in Review

Lloyd Advisory Services increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 189,150% in Q1 2026, buying an estimated $749K and bringing the position to 11,355 shares worth $728K. The position accounts for 0.21% of the portfolio, ranked #49.

Lloyd Advisory Services first reported a position in VEA in Q4 2019 and has held it in 14 quarters since. The position peaked at $9.83M in Q4 2020. 2,894 funds tracked by Wall St. Rank hold VEA as of Q1 2026.

Lloyd Advisory Services held 11,355 shares of Vanguard FTSE Developed Markets ETF worth $728K as of Q1 2026.
Lloyd Advisory Services bought 11,349 Vanguard FTSE Developed Markets ETF shares in Q1 2026, an estimated $749K.
Vanguard FTSE Developed Markets ETF made up 0.21% of Lloyd Advisory Services's portfolio in Q1 2026, its #49 holding.
Lloyd Advisory Services first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2019 and has held it in 14 quarters since.
Lloyd Advisory Services's Vanguard FTSE Developed Markets ETF position peaked at $9.83M in Q4 2020.
2,894 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2026.

Based on Lloyd Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.