Phoenix Wealth Advisors
VEA icon

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

Phoenix 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
Q3 		$16.5M Buy
233,109
+14,324
+7% +$1.03M 5.06% 2
2026
Q2 		$15.6M Buy
218,785
+8,407
+4% +$586K 5.26% 2
2026
Q1 		$13.5M Sell
210,378
-68
-0% -$4.49K 5.32% 2
2025
Q4 		$13.1M Buy
210,446
+2,091
+1% +$128K 5.06% 2
2025
Q3 		$12.5M Buy
208,355
+22,287
+12% +$1.3M 4.8% 2
2025
Q2 		$10.6M Buy
186,068
+32,550
+21% +$1.74M 4.44% 2
2025
Q1 		$7.8M Buy
153,518
+51,384
+50% +$2.6M 3.4% 7
2024
Q4 		$4.88M Buy
102,134
+6,132
+6% +$308K 2.12% 8
2024
Q3 		$5.07M Buy
96,002
+7,500
+8% +$381K 2.35% 7
2024
Q2 		$4.37M Buy
88,502
+7,348
+9% +$366K 2.2% 7
2024
Q1 		$4.07M Buy
81,154
+14,124
+21% +$682K 2.48% 7
2023
Q4 		$3.18M Buy
67,030
+12,277
+22% +$550K 2.21% 12
2023
Q3 		$2.39M Buy
54,753
+3,417
+7% +$156K 1.41% 21
2023
Q2 		$2.37M Buy
51,336
+3,485
+7% +$160K 1.38% 21
2023
Q1 		$2.16M Sell
47,851
-397,837
-89% -$17.7M 1.34% 24
2022
Q4 		$18.7M Buy
445,688
+407,446
+1,065% +$16.5M 11.25% 2
2022
Q3 		$1.39M Buy
+38,242
New +$1.56M 1.39% 28
2021
Q4 		– Sell
-719
Closed -$36K – 345
2021
Q3 		$36K Sell
719
-140
-16% -$7.28K 0.03% 214
2021
Q2 		$44K Buy
859
+719
+514% +$37.1K 0.03% 194
2021
Q1 		$7K Hold
140
– – 0.01% 314
2020
Q4 		$7K Buy
+140
New +$6.16K 0.01% 310

Other funds holding VEA

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Phoenix Wealth Advisors's VEA Position: Q3 2026 in Review

Phoenix Wealth Advisors increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 6.5% in Q3 2026, buying an estimated $1.03M and bringing the position to 233,109 shares worth $16.5M. The position accounts for 5.06% of the portfolio, ranked #2.

Phoenix Wealth Advisors first reported a position in VEA in Q4 2020 and has held it in 21 quarters since. The position peaked at $18.7M in Q4 2022. 1,986 funds tracked by Wall St. Rank hold VEA as of Q3 2026.

  • Phoenix Wealth Advisors held 233,109 shares of Vanguard FTSE Developed Markets ETF worth $16.5M as of Q3 2026.
  • Phoenix Wealth Advisors bought 14,324 Vanguard FTSE Developed Markets ETF shares in Q3 2026, an estimated $1.03M.
  • Vanguard FTSE Developed Markets ETF made up 5.06% of Phoenix Wealth Advisors's portfolio in Q3 2026, its #2 holding.
  • Phoenix Wealth Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2020 and has held it in 21 quarters since.
  • Phoenix Wealth Advisors's Vanguard FTSE Developed Markets ETF position peaked at $18.7M in Q4 2022.
  • 1,986 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.