SPW
VEA icon

Sonoma Private Wealth’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Sonoma Private Wealth’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 		$932K Sell
14,539
-379
-3% -$25K 1.15% 21
2025
Q4 		$932K Buy
14,918
+449
+3% +$27.5K 1.13% 24
2025
Q3 		$867K Buy
14,469
+574
+4% +$33.5K 1.04% 25
2025
Q2 		$792K Hold
13,895
– – 0.97% 26
2025
Q1 		$706K Buy
13,895
+5,418
+64% +$274K 0.98% 30
2024
Q4 		$405K Sell
8,477
-116
-1% -$5.83K 0.65% 52
2024
Q3 		$454K Sell
8,593
-270
-3% -$13.7K 0.71% 51
2024
Q2 		$438K Buy
8,863
+1,238
+16% +$61.6K 0.71% 47
2024
Q1 		$383K Buy
7,625
+203
+3% +$9.8K 0.62% 61
2023
Q4 		$356K Buy
+7,422
New +$332K 0.59% 57

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 $374B AUM 17.66% 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

Sonoma Private Wealth's VEA Position: Q1 2026 in Review

Sonoma Private Wealth reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 2.5% in Q1 2026, selling an estimated $25K and leaving 14,539 shares worth $932K. The position accounts for 1.15% of the portfolio, ranked #21.

Sonoma Private Wealth first reported a position in VEA in Q4 2023 and has held it in 10 quarters since. The position peaked at $932K in Q4 2025. 2,894 funds tracked by Wall St. Rank hold VEA as of Q1 2026.

  • Sonoma Private Wealth held 14,539 shares of Vanguard FTSE Developed Markets ETF worth $932K as of Q1 2026.
  • Sonoma Private Wealth sold 379 Vanguard FTSE Developed Markets ETF shares in Q1 2026, an estimated $25K.
  • Vanguard FTSE Developed Markets ETF made up 1.15% of Sonoma Private Wealth's portfolio in Q1 2026, its #21 holding.
  • Sonoma Private Wealth first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2023 and has held it in 10 quarters since.
  • Sonoma Private Wealth's Vanguard FTSE Developed Markets ETF position peaked at $932K in Q4 2025.
  • 2,894 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2026.

Based on Sonoma Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.