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

Roberts 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 		$9.1M Sell
141,949
-1,533
-1% -$101K 2.31% 10
2025
Q4 		$8.96M Sell
143,482
-7,948
-5% -$487K 2.34% 10
2025
Q3 		$9.07M Sell
151,430
-86
-0.1% -$5.01K 2.41% 11
2025
Q2 		$8.64M Sell
151,516
-141
-0.1% -$7.55K 2.48% 11
2025
Q1 		$7.71M Sell
151,657
-1,243
-0.8% -$62.9K 2.38% 9
2024
Q4 		$7.37M Sell
152,900
-128
-0.1% -$6.43K 2.24% 9
2024
Q3 		$7.93M Sell
153,028
-381
-0.2% -$19.4K 2.56% 10
2024
Q2 		$7.68M Sell
153,409
-425
-0.3% -$21.1K 2.62% 10
2024
Q1 		$7.44M Buy
153,834
+1,053
+0.7% +$50.9K 2.78% 8
2023
Q4 		$21.7M Buy
152,781
+194
+0.1% +$8.68K 3.38% 7
2023
Q3 		$6.66M Buy
152,587
+1,383
+0.9% +$63.3K 2.93% 7
2023
Q2 		$6.98M Sell
151,204
-3,197
-2% -$147K 3.07% 8
2023
Q1 		$7.03M Buy
154,401
+11
+0% +$490 3.22% 6
2022
Q4 		$6.52M Buy
154,390
+323
+0.2% +$13.1K 3.14% 7
2022
Q3 		$5.79M Sell
154,067
-33,018
-18% -$1.35M 2.84% 9
2022
Q2 		$7.63M Buy
187,085
+7,612
+4% +$338K 3.32% 8
2022
Q1 		$8.7M Buy
179,473
+9,831
+6% +$478K 3.41% 8
2021
Q4 		$8.71M Buy
169,642
+16,268
+11% +$835K 3.14% 9
2021
Q3 		$7.74M Buy
+153,374
New +$7.98M 3.06% 9

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

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

Roberts Wealth Advisors reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 1.1% in Q1 2026, selling an estimated $101K and leaving 141,949 shares worth $9.1M. The position accounts for 2.31% of the portfolio, ranked #10.

Roberts Wealth Advisors first reported a position in VEA in Q3 2021 and has held it in 19 quarters since. The position peaked at $21.7M in Q4 2023. 2,891 funds tracked by Wall St. Rank hold VEA as of Q1 2026.

  • Roberts Wealth Advisors held 141,949 shares of Vanguard FTSE Developed Markets ETF worth $9.1M as of Q1 2026.
  • Roberts Wealth Advisors sold 1,533 Vanguard FTSE Developed Markets ETF shares in Q1 2026, an estimated $101K.
  • Vanguard FTSE Developed Markets ETF made up 2.31% of Roberts Wealth Advisors's portfolio in Q1 2026, its #10 holding.
  • Roberts Wealth Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q3 2021 and has held it in 19 quarters since.
  • Roberts Wealth Advisors's Vanguard FTSE Developed Markets ETF position peaked at $21.7M in Q4 2023.
  • 2,891 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2026.

Based on Roberts Wealth Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.