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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Phoenix Wealth Advisors's VEA Position: Q1 2026 in Review

Phoenix Wealth Advisors reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 0.03% in Q1 2026, selling an estimated $4.49K and leaving 210,378 shares worth $13.5M. The position accounts for 5.32% of the portfolio, ranked #2.

Phoenix Wealth Advisors first reported a position in VEA in Q4 2020 and has held it in 19 quarters since. The position peaked at $18.7M in Q4 2022. 2,891 funds tracked by Wall St. Rank hold VEA as of Q1 2026.

  • Phoenix Wealth Advisors held 210,378 shares of Vanguard FTSE Developed Markets ETF worth $13.5M as of Q1 2026.
  • Phoenix Wealth Advisors sold 68 Vanguard FTSE Developed Markets ETF shares in Q1 2026, an estimated $4.49K.
  • Vanguard FTSE Developed Markets ETF made up 5.32% of Phoenix Wealth Advisors's portfolio in Q1 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 19 quarters since.
  • Phoenix Wealth Advisors's Vanguard FTSE Developed Markets ETF position peaked at $18.7M in Q4 2022.
  • 2,891 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.