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Safeguard Financial’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Safeguard Financial’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
2025
Q1 		$10.1M Sell
199,116
-3,942
-2% -$199K 2.22% 7
2024
Q4 		$9.71M Sell
203,058
-16,695
-8% -$838K 2.11% 7
2024
Q3 		$11.6M Buy
219,753
+17,632
+9% +$897K 2.73% 7
2024
Q2 		$9.99M Sell
202,121
-695
-0.3% -$34.6K 2.78% 7
2024
Q1 		$10.2M Sell
202,816
-10,451
-5% -$505K 3.32% 6
2023
Q4 		$10.2M Buy
213,267
+2,210
+1% +$98.9K 3.87% 6
2023
Q3 		$9.23M Sell
211,057
-715
-0.3% -$32.7K 4.45% 4
2023
Q2 		$9.78M Buy
211,772
+4,658
+2% +$214K 4.71% 3
2023
Q1 		$9.36M Sell
207,114
-708
-0.3% -$31.5K 5.68% 3
2022
Q4 		$8.72M Buy
207,822
+9,983
+5% +$404K 6.24% 3
2022
Q3 		$7.19M Buy
197,839
+51,911
+36% +$2.12M 6.66% 3
2022
Q2 		$5.95M Buy
145,928
+32,045
+28% +$1.42M 7.11% 3
2022
Q1 		$5.47M Buy
+113,883
New +$5.54M 8.18% 3

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Safeguard Financial's VEA Position: Q1 2025 in Review

Safeguard Financial reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 1.9% in Q1 2025, selling an estimated $199K and leaving 199,116 shares worth $10.1M. The position accounts for 2.22% of the portfolio, ranked #7.

Safeguard Financial first reported a position in VEA in Q1 2022 and has held it in 13 quarters since. The position peaked at $11.6M in Q3 2024. 2,467 funds tracked by Wall St. Rank hold VEA as of Q1 2025.

  • Safeguard Financial held 199,116 shares of Vanguard FTSE Developed Markets ETF worth $10.1M as of Q1 2025.
  • Safeguard Financial sold 3,942 Vanguard FTSE Developed Markets ETF shares in Q1 2025, an estimated $199K.
  • Vanguard FTSE Developed Markets ETF made up 2.22% of Safeguard Financial's portfolio in Q1 2025, its #7 holding.
  • Safeguard Financial first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2022 and has held it in 13 quarters since.
  • Safeguard Financial's Vanguard FTSE Developed Markets ETF position peaked at $11.6M in Q3 2024.
  • 2,467 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2025.

Based on Safeguard Financial's 13F filing for Q1 2025, filed 11 Apr 2025.