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Strategies Wealth Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Strategies Wealth Advisors’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 		$1.49M Sell
23,189
-2,340
-9% -$154K 0.15% 49
2025
Q4 		$1.59M Sell
25,529
-12
-0% -$735 0.16% 45
2025
Q3 		$1.53M Sell
25,541
-5,179
-17% -$302K 0.16% 44
2025
Q2 		$1.75M Sell
30,720
-675
-2% -$36.2K 0.19% 39
2025
Q1 		$1.6M Sell
31,395
-1,049
-3% -$53.1K 0.19% 40
2024
Q4 		$1.64M Buy
32,444
+296
+0.9% +$14.9K 0.2% 37
2024
Q3 		$1.7M Sell
32,148
-2,445
-7% -$124K 0.23% 34
2024
Q2 		$1.71M Sell
34,593
-482
-1% -$24K 0.25% 33
2024
Q1 		$1.76M Buy
35,075
+4,331
+14% +$209K 0.27% 33
2023
Q4 		$1.47M Sell
30,744
-3,010
-9% -$135K 0.25% 37
2023
Q3 		$1.48M Buy
33,754
+1,550
+5% +$70.9K 0.29% 36
2023
Q2 		$1.49M Buy
32,204
+3,026
+10% +$139K 0.3% 37
2023
Q1 		$1.32M Sell
29,178
-114
-0.4% -$5.08K 0.29% 37
2022
Q4 		$1.23M Buy
+29,292
New +$1.19M 0.3% 36
2022
Q2 		$856K Buy
20,990
+2,652
+14% +$118K 0.25% 46
2022
Q1 		$881K Buy
18,338
+6,010
+49% +$292K 0.24% 44
2021
Q4 		$629K Buy
+12,328
New +$633K 0.18% 47

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

Strategies Wealth Advisors's VEA Position: Q1 2026 in Review

Strategies Wealth Advisors reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 9.2% in Q1 2026, selling an estimated $154K and leaving 23,189 shares worth $1.49M. The position accounts for 0.15% of the portfolio, ranked #49.

Strategies Wealth Advisors first reported a position in VEA in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.76M in Q1 2024. 2,891 funds tracked by Wall St. Rank hold VEA as of Q1 2026.

  • Strategies Wealth Advisors held 23,189 shares of Vanguard FTSE Developed Markets ETF worth $1.49M as of Q1 2026.
  • Strategies Wealth Advisors sold 2,340 Vanguard FTSE Developed Markets ETF shares in Q1 2026, an estimated $154K.
  • Vanguard FTSE Developed Markets ETF made up 0.15% of Strategies Wealth Advisors's portfolio in Q1 2026, its #49 holding.
  • Strategies Wealth Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2021 and has held it in 17 quarters since.
  • Strategies Wealth Advisors's Vanguard FTSE Developed Markets ETF position peaked at $1.76M in Q1 2024.
  • 2,891 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2026.

Based on Strategies Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.