SFP
VEA icon

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

Shepherd Financial Partners’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 		$3.88M Sell
60,565
-3,134
-5% -$207K 0.37% 53
2025
Q4 		$3.98M Sell
63,699
-2,517
-4% -$154K 0.37% 55
2025
Q3 		$3.97M Buy
66,216
+288
+0.4% +$16.8K 0.38% 54
2025
Q2 		$3.76M Sell
65,928
-15,225
-19% -$816K 0.4% 51
2025
Q1 		$4.12M Sell
81,153
-4,019
-5% -$203K 0.48% 42
2024
Q4 		$4.07M Sell
85,172
-6,047
-7% -$304K 0.49% 35
2024
Q3 		$4.82M Buy
91,219
+3,593
+4% +$183K 0.58% 30
2024
Q2 		$4.33M Sell
87,626
-3,292
-4% -$164K 0.56% 27
2024
Q1 		$4.56M Buy
90,918
+1,021
+1% +$49.3K 0.6% 27
2023
Q4 		$4.31M Buy
89,897
+660
+0.7% +$29.5K 0.61% 24
2023
Q3 		$3.9M Buy
89,237
+3,315
+4% +$152K 0.61% 27
2023
Q2 		$3.97M Buy
85,922
+19,726
+30% +$907K 0.62% 29
2023
Q1 		$2.99M Buy
66,196
+8,997
+16% +$401K 0.5% 37
2022
Q4 		$2.4M Sell
57,199
-55,878
-49% -$2.26M 0.43% 43
2022
Q3 		$4.11M Buy
113,077
+104,661
+1,244% +$4.26M 0.8% 25
2022
Q2 		$343K Buy
+8,416
New +$374K 0.07% 130

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 $424B AUM 22.94% 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

Shepherd Financial Partners's VEA Position: Q1 2026 in Review

Shepherd Financial Partners reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 4.9% in Q1 2026, selling an estimated $207K and leaving 60,565 shares worth $3.88M. The position accounts for 0.37% of the portfolio, ranked #53.

Shepherd Financial Partners first reported a position in VEA in Q2 2022 and has held it in 16 quarters since. The position peaked at $4.82M in Q3 2024. 2,894 funds tracked by Wall St. Rank hold VEA as of Q1 2026.

  • Shepherd Financial Partners held 60,565 shares of Vanguard FTSE Developed Markets ETF worth $3.88M as of Q1 2026.
  • Shepherd Financial Partners sold 3,134 Vanguard FTSE Developed Markets ETF shares in Q1 2026, an estimated $207K.
  • Vanguard FTSE Developed Markets ETF made up 0.37% of Shepherd Financial Partners's portfolio in Q1 2026, its #53 holding.
  • Shepherd Financial Partners first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2022 and has held it in 16 quarters since.
  • Shepherd Financial Partners's Vanguard FTSE Developed Markets ETF position peaked at $4.82M in Q3 2024.
  • 2,894 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2026.

Based on Shepherd Financial Partners's 13F filing for Q1 2026, filed 11 May 2026.