Matrix Asset Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Matrix Asset 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 Q3	$20.5M	Buy	290,612 +9,749	+3%	+$699K	1.69%	24
2026 Q2	$20M	Buy	280,863 +19,967	+8%	+$1.39M	1.63%	28
2026 Q1	$16.7M	Buy	260,896 +26,042	+11%	+$1.72M	1.53%	30
2025 Q4	$14.7M	Buy	234,854 +14,550	+7%	+$891K	1.32%	33
2025 Q3	$13.2M	Buy	220,304 +11,509	+6%	+$671K	1.22%	31
2025 Q2	$11.9M	Sell	208,795 -1,336	-0.6%	-$71.6K	1.2%	33
2025 Q1	$10.7M	Buy	210,131 +2,950	+1%	+$149K	1.18%	35
2024 Q4	$9.9M	Buy	207,181 +26,774	+15%	+$1.34M	1.08%	33
2024 Q3	$9.5M	Buy	180,407 +21,616	+14%	+$1.1M	1.06%	36
2024 Q2	$7.85M	Buy	158,791 +18,511	+13%	+$921K	0.94%	37
2024 Q1	$7.04M	Buy	140,280 +18,154	+15%	+$877K	0.84%	38
2023 Q4	$5.85M	Buy	122,126 +3,458	+3%	+$155K	0.74%	42
2023 Q3	$5.19M	Buy	118,668 +18,827	+19%	+$862K	0.74%	44
2023 Q2	$4.61M	Buy	99,841 +16,050	+19%	+$738K	0.64%	43
2023 Q1	$3.78M	Buy	83,791 +4,320	+5%	+$192K	0.55%	44
2022 Q4	$3.34M	Buy	79,471 +23,410	+42%	+$948K	0.5%	46
2022 Q3	$2.04M	Sell	56,061 -1,689	-3%	-$68.8K	0.33%	46
2022 Q2	$2.36M	Buy	57,750 +3,597	+7%	+$160K	0.36%	46
2022 Q1	$2.6M	Buy	54,153 +4,636	+9%	+$226K	0.35%	46
2021 Q4	$2.53M	Buy	49,517 +15,801	+47%	+$811K	0.33%	47
2021 Q3	$1.7M	Buy	33,716 +18,626	+123%	+$969K	0.24%	47
2021 Q2	$777K	Buy	15,090 +8,386	+125%	+$433K	0.11%	51
2021 Q1	$329K	Buy	+6,704	New	+$328K	0.05%	77

Other funds holding VEA

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

Matrix Asset Advisors's VEA Position: Q3 2026 in Review

Matrix Asset Advisors increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 3.5% in Q3 2026, buying an estimated $699K and bringing the position to 290,612 shares worth $20.5M. The position accounts for 1.69% of the portfolio, ranked #24.

Matrix Asset Advisors first reported a position in VEA in Q1 2021 and has held it in 23 quarters since. 2,233 funds tracked by Wall St. Rank hold VEA as of Q3 2026.

Matrix Asset Advisors held 290,612 shares of Vanguard FTSE Developed Markets ETF worth $20.5M as of Q3 2026.
Matrix Asset Advisors bought 9,749 Vanguard FTSE Developed Markets ETF shares in Q3 2026, an estimated $699K.
Vanguard FTSE Developed Markets ETF made up 1.69% of Matrix Asset Advisors's portfolio in Q3 2026, its #24 holding.
Matrix Asset Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2021 and has held it in 23 quarters since.
2,233 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2026.

Based on Matrix Asset Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.