Innovative Advisory Group, LLC’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Innovative Advisory Group, LLC’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	–	Sell	-74	Closed	-$4.62K	–	219
2025 Q4	$4.62K	Hold	74	–	–	﹤0.01%	160
2025 Q3	$4.43K	Hold	74	–	–	﹤0.01%	166
2025 Q2	$4.22K	Buy	74 +3	+4%	+$161	﹤0.01%	162
2025 Q1	$3.61K	Buy	71 +11	+18%	+$557	﹤0.01%	144
2024 Q4	$2.87K	Buy	+60	New	+$3.01K	﹤0.01%	148

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 22.9% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Innovative Advisory Group, LLC's VEA Position: Q1 2026 in Review

Innovative Advisory Group, LLC sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q1 2026, closing a stake of 74 shares — an estimated $4.62K sold.

Innovative Advisory Group, LLC first reported a position in VEA in Q4 2024 and held it in 5 quarters. The position peaked at $4.62K in Q4 2025. 2,916 funds tracked by Wall St. Rank hold VEA as of Q1 2026.

Innovative Advisory Group, LLC reported no remaining Vanguard FTSE Developed Markets ETF position as of Q1 2026 after selling out during the quarter.
Innovative Advisory Group, LLC sold 74 Vanguard FTSE Developed Markets ETF shares in Q1 2026, an estimated $4.62K.
Innovative Advisory Group, LLC first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2024 and held it in 5 quarters.
Innovative Advisory Group, LLC's Vanguard FTSE Developed Markets ETF position peaked at $4.62K in Q4 2025.
2,916 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2026.

Based on Innovative Advisory Group, LLC's 13F filing for Q1 2026, filed 22 Sep 2026.