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

Sax 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
Q2 		$20.2M Buy
316,001
+188,722
+148% +$13.1M 0.82% 23
2026
Q1 		$7.95M Sell
127,279
-2,589
-2% -$171K 0.39% 48
2025
Q4 		$8.11M Buy
129,868
+65,193
+101% +$3.99M 0.38% 49
2025
Q3 		$3.88M Sell
64,675
-1,119
-2% -$65.2K 0.21% 69
2025
Q2 		$3.75M Sell
65,794
-7,188
-10% -$385K 0.23% 67
2025
Q1 		$3.71M Buy
72,982
+26,313
+56% +$1.33M 0.27% 56
2024
Q4 		$2.23M Buy
46,669
+22,141
+90% +$1.11M 0.17% 71
2024
Q3 		$1.3M Buy
24,528
+748
+3% +$38K 0.12% 75
2024
Q2 		$1.18M Sell
23,780
-684
-3% -$34K 0.11% 81
2024
Q1 		$1.23M Buy
24,464
+1,940
+9% +$93.7K 0.14% 62
2023
Q4 		$1.08M Sell
22,524
-1,268
-5% -$56.8K 0.18% 69
2023
Q3 		$1.04M Buy
23,792
+2,500
+12% +$114K 0.21% 65
2023
Q2 		$983K Sell
21,292
-901
-4% -$41.4K 0.2% 68
2023
Q1 		$1M Sell
22,193
-252
-1% -$11.2K 0.22% 65
2022
Q4 		$942K Sell
22,445
-6,935
-24% -$281K 0.22% 60
2022
Q3 		$1.07M Sell
29,380
-1,201
-4% -$48.9K 0.27% 55
2022
Q2 		$1.25M Sell
30,581
-9,627
-24% -$428K 0.32% 52
2022
Q1 		$1.93M Sell
40,208
-7
-0% -$341 0.47% 39
2021
Q4 		$2.05M Buy
40,215
+1,017
+3% +$52.2K 0.43% 44
2021
Q3 		$1.98M Buy
39,198
+2,156
+6% +$112K 0.47% 41
2021
Q2 		$1.91M Buy
37,042
+5,247
+17% +$271K 0.65% 39
2021
Q1 		$1.56M Buy
31,795
+8,415
+36% +$411K 0.57% 44
2020
Q4 		$1.1M Buy
+23,380
New +$1.03M 0.51% 46

Other funds holding VEA

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Sax Wealth Advisors's VEA Position: Q2 2026 in Review

Sax Wealth Advisors increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 148% in Q2 2026, buying an estimated $13.1M and bringing the position to 316,001 shares worth $20.2M. The position accounts for 0.82% of the portfolio, ranked #23.

Sax Wealth Advisors first reported a position in VEA in Q4 2020 and has held it in 23 quarters since. 698 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

  • Sax Wealth Advisors held 316,001 shares of Vanguard FTSE Developed Markets ETF worth $20.2M as of Q2 2026.
  • Sax Wealth Advisors bought 188,722 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $13.1M.
  • Vanguard FTSE Developed Markets ETF made up 0.82% of Sax Wealth Advisors's portfolio in Q2 2026, its #23 holding.
  • Sax Wealth Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2020 and has held it in 23 quarters since.
  • 698 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.