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Sovereign Financial Group’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Sovereign Financial Group’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 		$38.1M Buy
534,696
+1,616
+0.3% +$113K 5.82% 1
2026
Q1 		$34.2M Buy
533,080
+17,905
+3% +$1.18M 5.93% 1
2025
Q4 		$32.2M Buy
515,175
+2,590
+0.5% +$159K 5.54% 1
2025
Q3 		$30.7M Buy
512,585
+10,486
+2% +$611K 5.75% 1
2025
Q2 		$28.6M Buy
502,099
+10,908
+2% +$584K 5.9% 1
2025
Q1 		$25M Buy
491,191
+38,754
+9% +$1.96M 5.75% 1
2024
Q4 		$21.6M Buy
452,437
+7,307
+2% +$367K 4.97% 3
2024
Q3 		$23.5M Buy
445,130
+23,560
+6% +$1.2M 5.49% 2
2024
Q2 		$20.8M Buy
421,570
+35,549
+9% +$1.77M 5.19% 3
2024
Q1 		$19.4M Buy
386,021
+15,565
+4% +$752K 5.14% 2
2023
Q4 		$17.7M Buy
370,456
+57,878
+19% +$2.59M 5.41% 2
2023
Q3 		$13.7M Buy
312,578
+28,481
+10% +$1.3M 4.86% 2
2023
Q2 		$13.1M Buy
284,097
+53,912
+23% +$2.48M 4.28% 2
2023
Q1 		$10.4M Buy
230,185
+44,853
+24% +$2M 3.86% 3
2022
Q4 		$7.78M Sell
185,332
-194,724
-51% -$7.89M 3.06% 4
2022
Q3 		$13.8M Buy
380,056
+41,586
+12% +$1.69M 5.61% 2
2022
Q2 		$13.8M Buy
338,470
+112,865
+50% +$5.02M 5.44% 2
2022
Q1 		$10.8M Buy
225,605
+159,323
+240% +$7.75M 4.02% 2
2021
Q4 		$3.38M Buy
66,282
+34,678
+110% +$1.78M 1.36% 14
2021
Q3 		$1.6M Buy
31,604
+21,111
+201% +$1.1M 0.92% 24
2021
Q2 		$515K Hold
10,493
– – 0.31% 75
2021
Q1 		$515K Buy
10,493
+5,442
+108% +$266K 0.32% 73
2020
Q4 		$238K Buy
+5,051
New +$222K 0.17% 116

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

Sovereign Financial Group's VEA Position: Q2 2026 in Review

Sovereign Financial Group increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 0.3% in Q2 2026, buying an estimated $113K and bringing the position to 534,696 shares worth $38.1M. The position accounts for 5.82% of the portfolio, ranked #1.

Sovereign Financial Group first reported a position in VEA in Q4 2020 and has held it in 23 quarters since. 3,006 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

  • Sovereign Financial Group held 534,696 shares of Vanguard FTSE Developed Markets ETF worth $38.1M as of Q2 2026.
  • Sovereign Financial Group bought 1,616 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $113K.
  • Vanguard FTSE Developed Markets ETF made up 5.82% of Sovereign Financial Group's portfolio in Q2 2026, its #1 holding.
  • Sovereign Financial Group first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2020 and has held it in 23 quarters since.
  • 3,006 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.