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

Sterling 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 		$18.3M Sell
284,944
-186
-0.1% -$12.3K 5.01% 6
2025
Q4 		$17.8M Buy
285,130
+9,128
+3% +$559K 5.08% 6
2025
Q3 		$16.5M Buy
276,002
+16,774
+6% +$978K 5.01% 6
2025
Q2 		$14.8M Buy
+259,228
New +$13.9M 5.04% 5
2024
Q4 		$12.4M Buy
259,312
+15,656
+6% +$786K 4.58% 4
2024
Q3 		$12.9M Buy
243,656
+19,231
+9% +$978K 4.8% 4
2024
Q2 		$11.1M Buy
224,425
+10,879
+5% +$541K 5.26% 4
2024
Q1 		$10.7M Buy
213,546
+12,758
+6% +$616K 5.33% 4
2023
Q4 		$9.62M Buy
+200,788
New +$8.99M 5.41% 4

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

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

Sterling Wealth Management reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 0.07% in Q1 2026, selling an estimated $12.3K and leaving 284,944 shares worth $18.3M. The position accounts for 5.01% of the portfolio, ranked #6.

Sterling Wealth Management first reported a position in VEA in Q4 2023 and has held it in 9 quarters since. 2,891 funds tracked by Wall St. Rank hold VEA as of Q1 2026.

  • Sterling Wealth Management held 284,944 shares of Vanguard FTSE Developed Markets ETF worth $18.3M as of Q1 2026.
  • Sterling Wealth Management sold 186 Vanguard FTSE Developed Markets ETF shares in Q1 2026, an estimated $12.3K.
  • Vanguard FTSE Developed Markets ETF made up 5.01% of Sterling Wealth Management's portfolio in Q1 2026, its #6 holding.
  • Sterling Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2023 and has held it in 9 quarters since.
  • 2,891 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2026.

Based on Sterling Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.