Strategic Financial Concepts’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Strategic Financial Concepts’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	$2.78M	Buy	+42,878	New	+$2.83M	0.68%	38
2025 Q4	–	Sell	-39,918	Closed	-$2.38M	–	296
2025 Q3	$2.38M	Sell	39,918 -20,813	-34%	-$1.21M	0.35%	40
2025 Q2	$3.46M	Sell	60,731 -129,017	-68%	-$6.91M	0.49%	34
2025 Q1	$9.64M	Sell	189,748 -36,905	-16%	-$1.87M	1.81%	11
2024 Q4	$10.8M	Buy	226,653 +42,856	+23%	+$2.15M	2.08%	10
2024 Q3	$9.71M	Sell	183,797 -8,124,894	-98%	-$413M	3.09%	6
2024 Q2	$184K	Buy	8,308,691 +8,172,614	+6,006%	+$407M	0.11%	129
2024 Q1	$6.83M	Buy	+136,077	New	+$6.57M	1.64%	11
2023 Q4	–	Sell	-46,353	Closed	-$2.03M	–	264
2023 Q3	$2.03M	Sell	46,353 -3,164	-6%	-$145K	0.68%	39
2023 Q2	$2.29M	Buy	49,517 +3,318	+7%	+$153K	0.84%	31
2023 Q1	$2.09M	Buy	+46,199	New	+$2.06M	0.84%	30

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

Strategic Financial Concepts's VEA Position: Q1 2026 in Review

Strategic Financial Concepts opened a new position in Vanguard FTSE Developed Markets ETF (VEA) in Q1 2026: 42,878 shares worth $2.78M. The stake represents 0.68% of the portfolio and ranks #38 among its holdings. This is a return to the name: Strategic Financial Concepts previously reported a position in VEA as recently as Q3 2025.

Strategic Financial Concepts first reported a position in VEA in Q1 2023 and has held it in 11 quarters since. The position peaked at $10.8M in Q4 2024. 2,891 funds tracked by Wall St. Rank hold VEA as of Q1 2026.

Strategic Financial Concepts held 42,878 shares of Vanguard FTSE Developed Markets ETF worth $2.78M as of Q1 2026.
Vanguard FTSE Developed Markets ETF was a new Strategic Financial Concepts position in Q1 2026.
Vanguard FTSE Developed Markets ETF made up 0.68% of Strategic Financial Concepts's portfolio in Q1 2026, its #38 holding.
Strategic Financial Concepts first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2023 and has held it in 11 quarters since.
Strategic Financial Concepts's Vanguard FTSE Developed Markets ETF position peaked at $10.8M in Q4 2024.
2,891 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2026.

Based on Strategic Financial Concepts's 13F filing for Q1 2026, filed 13 May 2026.