SWM
VEA icon

Sagace Wealth Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Sagace Wealth Management’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
Q2 		$5.83M Sell
81,811
-512
-0.6% -$35.7K 3.66% 5
2026
Q1 		$5.28M Sell
82,323
-2,514
-3% -$166K 3.54% 6
2025
Q4 		$5.3M Sell
84,837
-598
-0.7% -$36.6K 3.59% 6
2025
Q3 		$5.12M Buy
85,435
+100
+0.1% +$5.83K 3.48% 6
2025
Q2 		$4.86M Sell
85,335
-11,636
-12% -$623K 3.64% 7
2025
Q1 		$4.93M Sell
96,971
-1,508
-2% -$76.3K 3.72% 8
2024
Q4 		$4.71M Buy
98,479
+71,232
+261% +$3.58M 3.52% 7
2024
Q3 		$1.42M Buy
27,247
+5,386
+25% +$274K 1.1% 32
2024
Q2 		$1.11M Buy
+21,861
New +$1.09M 1.09% 34

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sagace Wealth Management's VEA Position: Q2 2026 in Review

Sagace Wealth Management reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 0.62% in Q2 2026, selling an estimated $35.7K and leaving 81,811 shares worth $5.83M. The position accounts for 3.66% of the portfolio, ranked #5.

Sagace Wealth Management first reported a position in VEA in Q2 2024 and has held it in 9 quarters since. 2,997 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

  • Sagace Wealth Management held 81,811 shares of Vanguard FTSE Developed Markets ETF worth $5.83M as of Q2 2026.
  • Sagace Wealth Management sold 512 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $35.7K.
  • Vanguard FTSE Developed Markets ETF made up 3.66% of Sagace Wealth Management's portfolio in Q2 2026, its #5 holding.
  • Sagace Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2024 and has held it in 9 quarters since.
  • 2,997 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Sagace Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.