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

Strategic Financial Services’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 		$1.36M Buy
21,201
+5,846
+38% +$386K 0.06% 60
2025
Q4 		$1.03M Hold
15,355
– – 0.05% 70
2025
Q3 		$920K Hold
15,355
– – 0.05% 72
2025
Q2 		$875K Hold
15,355
– – 0.05% 71
2025
Q1 		$780K Hold
15,355
– – 0.05% 70
2024
Q4 		$734K Hold
15,355
– – 0.04% 72
2024
Q3 		$811K Buy
15,355
+186
+1% +$9.46K 0.05% 68
2024
Q2 		$750K Sell
15,169
-150
-1% -$7.46K 0.05% 69
2024
Q1 		$769K Buy
15,319
+150
+1% +$7.24K 0.05% 69
2023
Q4 		$727K Buy
15,169
+75
+0.5% +$3.36K 0.05% 71
2023
Q3 		$660K Hold
15,094
– – 0.05% 73
2023
Q2 		$698K Buy
15,094
+450
+3% +$20.7K 0.05% 79
2023
Q1 		$661K Buy
14,644
+2,900
+25% +$129K 0.05% 80
2022
Q4 		$493K Hold
11,744
– – 0.04% 86
2022
Q3 		$427K Hold
11,744
– – 0.04% 89
2022
Q2 		$479K Sell
11,744
-1,520
-11% -$67.6K 0.04% 92
2022
Q1 		$637K Buy
13,264
+1,477
+13% +$71.9K 0.05% 86
2021
Q4 		$602K Buy
11,787
+43
+0.4% +$2.21K 0.04% 93
2021
Q3 		$593K Sell
11,744
-1,964
-14% -$102K 0.05% 87
2021
Q2 		$706K Buy
13,708
+444
+3% +$22.9K 0.06% 86
2021
Q1 		$651K Hold
13,264
– – 0.06% 89
2020
Q4 		$626K Hold
13,264
– – 0.06% 88
2020
Q3 		$542K Buy
13,264
+1,520
+13% +$62.4K 0.06% 87
2020
Q2 		$456K Buy
+11,744
New +$429K 0.05% 93

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

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

Strategic Financial Services increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 38% in Q1 2026, buying an estimated $386K and bringing the position to 21,201 shares worth $1.36M. The position accounts for 0.06% of the portfolio, ranked #60.

Strategic Financial Services first reported a position in VEA in Q2 2020 and has held it in 24 quarters since. 2,891 funds tracked by Wall St. Rank hold VEA as of Q1 2026.

  • Strategic Financial Services held 21,201 shares of Vanguard FTSE Developed Markets ETF worth $1.36M as of Q1 2026.
  • Strategic Financial Services bought 5,846 Vanguard FTSE Developed Markets ETF shares in Q1 2026, an estimated $386K.
  • Vanguard FTSE Developed Markets ETF made up 0.06% of Strategic Financial Services's portfolio in Q1 2026, its #60 holding.
  • Strategic Financial Services first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2020 and has held it in 24 quarters since.
  • 2,891 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2026.

Based on Strategic Financial Services's 13F filing for Q1 2026, filed 8 May 2026.