SFPG
VEA icon

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

Stonebridge Financial Planning 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
Q1 		$5.68M Buy
88,606
+6,639
+8% +$438K 2.09% 7
2025
Q4 		$5.12M Buy
81,967
+10,775
+15% +$660K 1.85% 10
2025
Q3 		$4.27M Buy
71,192
+4,718
+7% +$275K 1.6% 12
2025
Q2 		$3.79M Buy
66,474
+2,075
+3% +$111K 1.58% 13
2025
Q1 		$3.27M Buy
64,399
+5,284
+9% +$267K 1.49% 14
2024
Q4 		$2.83M Buy
59,115
+9,792
+20% +$492K 1.26% 20
2024
Q3 		$2.6M Buy
49,323
+3,482
+8% +$177K 1.24% 19
2024
Q2 		$2.27M Buy
45,841
+486
+1% +$24.2K 1.14% 23
2024
Q1 		$2.28M Sell
45,355
-375
-0.8% -$18.1K 1.2% 18
2023
Q4 		$2.19M Buy
45,730
+12,984
+40% +$581K 1.26% 18
2023
Q3 		$1.43M Buy
32,746
+866
+3% +$39.6K 0.92% 32
2023
Q2 		$1.47M Buy
+31,880
New +$1.47M 0.9% 33

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

Stonebridge Financial Planning Group's VEA Position: Q1 2026 in Review

Stonebridge Financial Planning Group increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 8.1% in Q1 2026, buying an estimated $438K and bringing the position to 88,606 shares worth $5.68M. The position accounts for 2.09% of the portfolio, ranked #7.

Stonebridge Financial Planning Group first reported a position in VEA in Q2 2023 and has held it in 12 quarters since. 2,894 funds tracked by Wall St. Rank hold VEA as of Q1 2026.

  • Stonebridge Financial Planning Group held 88,606 shares of Vanguard FTSE Developed Markets ETF worth $5.68M as of Q1 2026.
  • Stonebridge Financial Planning Group bought 6,639 Vanguard FTSE Developed Markets ETF shares in Q1 2026, an estimated $438K.
  • Vanguard FTSE Developed Markets ETF made up 2.09% of Stonebridge Financial Planning Group's portfolio in Q1 2026, its #7 holding.
  • Stonebridge Financial Planning Group first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2023 and has held it in 12 quarters since.
  • 2,894 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.