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

Sterling Group 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	$11.6M	Sell	181,086 -5,212	-3%	-$344K	5.49%	6
2025 Q4	$11.6M	Sell	186,298 -5,132	-3%	-$314K	5.63%	4
2025 Q3	$11.5M	Sell	191,430 -1,211	-0.6%	-$70.6K	5.68%	4
2025 Q2	$11M	Sell	192,641 -8,184	-4%	-$438K	6.08%	4
2025 Q1	$10.2M	Sell	200,825 -1,016	-0.5%	-$51.4K	5.47%	4
2024 Q4	$9.65M	Sell	201,841 -3,460	-2%	-$174K	5.01%	5
2024 Q3	$10.8M	Sell	205,301 -2,727	-1%	-$139K	5.75%	4
2024 Q2	$10.3M	Buy	+208,028	New	+$10.4M	5.9%	4
2024 Q1	–	Sell	-678,211	Closed	-$32.5M	–	46
2023 Q4	$32.5M	Buy	678,211 +11,773	+2%	+$527K	25.25%	1
2023 Q3	$29.1M	Buy	666,438 +53,712	+9%	+$2.46M	27.57%	1
2023 Q2	$28.3M	Buy	612,726 +18,293	+3%	+$841K	24.51%	1
2023 Q1	$26.9M	Buy	594,433 +52,302	+10%	+$2.33M	25.34%	1
2022 Q4	$22.8M	Buy	+542,131	New	+$22M	22.41%	1

Other funds holding VEA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Sterling Group Wealth Management's VEA Position: Q1 2026 in Review

Sterling Group Wealth Management reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 2.8% in Q1 2026, selling an estimated $344K and leaving 181,086 shares worth $11.6M. The position accounts for 5.49% of the portfolio, ranked #6.

Sterling Group Wealth Management first reported a position in VEA in Q4 2022 and has held it in 13 quarters since. The position peaked at $32.5M in Q4 2023. 2,894 funds tracked by Wall St. Rank hold VEA as of Q1 2026.

Sterling Group Wealth Management held 181,086 shares of Vanguard FTSE Developed Markets ETF worth $11.6M as of Q1 2026.
Sterling Group Wealth Management sold 5,212 Vanguard FTSE Developed Markets ETF shares in Q1 2026, an estimated $344K.
Vanguard FTSE Developed Markets ETF made up 5.49% of Sterling Group Wealth Management's portfolio in Q1 2026, its #6 holding.
Sterling Group Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2022 and has held it in 13 quarters since.
Sterling Group Wealth Management's Vanguard FTSE Developed Markets ETF position peaked at $32.5M in Q4 2023.
2,894 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2026.

Based on Sterling Group Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.