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

SHP 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
Q1 		$2.91M Buy
45,364
+2,561
+6% +$169K 0.22% 33
2025
Q4 		$2.67M Buy
+42,803
New +$2.62M 0.21% 37

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 22.96% 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 $52B AUM 24.53% 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

SHP Wealth Management's VEA Position: Q1 2026 in Review

SHP Wealth Management increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 6% in Q1 2026, buying an estimated $169K and bringing the position to 45,364 shares worth $2.91M. The position accounts for 0.22% of the portfolio, ranked #33.

SHP Wealth Management first reported a position in VEA in Q4 2025 and has held it in 2 quarters since. 2,897 funds tracked by Wall St. Rank hold VEA as of Q1 2026.

  • SHP Wealth Management held 45,364 shares of Vanguard FTSE Developed Markets ETF worth $2.91M as of Q1 2026.
  • SHP Wealth Management bought 2,561 Vanguard FTSE Developed Markets ETF shares in Q1 2026, an estimated $169K.
  • Vanguard FTSE Developed Markets ETF made up 0.22% of SHP Wealth Management's portfolio in Q1 2026, its #33 holding.
  • SHP Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2025 and has held it in 2 quarters since.
  • 2,897 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.