SWP Financial
VEA icon

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

SWP Financial’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
Q3 		$456K Hold
6,458
– – 0.21% 50
2026
Q2 		$460K Sell
6,458
-200
-3% -$13.9K 0.21% 48
2026
Q1 		$427K Buy
6,658
+296
+5% +$19.5K 0.22% 46
2025
Q4 		$397K Sell
6,362
-43
-0.7% -$2.63K 0.2% 48
2025
Q3 		$384K Hold
6,405
– – 0.2% 50
2025
Q2 		$365K Hold
6,405
– – 0.2% 51
2025
Q1 		$326K Hold
6,405
– – 0.2% 47
2024
Q4 		$306K Sell
6,405
-247
-4% -$12.4K 0.18% 54
2024
Q3 		$351K Sell
6,652
-387
-5% -$19.7K 0.21% 37
2024
Q2 		$348K Sell
7,039
-104,906
-94% -$5.22M 0.23% 35
2024
Q1 		$5.59M Buy
111,945
+4,573
+4% +$221K 3.91% 12
2023
Q4 		$5.14M Buy
+107,372
New +$4.81M 3.99% 12

Other funds holding VEA

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

SWP Financial's VEA Position: Q3 2026 in Review

SWP Financial held its Vanguard FTSE Developed Markets ETF (VEA) position steady in Q3 2026 at 6,458 shares worth $456K. The position accounts for 0.21% of the portfolio, ranked #50.

SWP Financial first reported a position in VEA in Q4 2023 and has held it in 12 quarters since. The position peaked at $5.59M in Q1 2024. 2,754 funds tracked by Wall St. Rank hold VEA as of Q3 2026.

  • SWP Financial held 6,458 shares of Vanguard FTSE Developed Markets ETF worth $456K as of Q3 2026.
  • SWP Financial left its Vanguard FTSE Developed Markets ETF share count unchanged in Q3 2026.
  • Vanguard FTSE Developed Markets ETF made up 0.21% of SWP Financial's portfolio in Q3 2026, its #50 holding.
  • SWP Financial first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2023 and has held it in 12 quarters since.
  • SWP Financial's Vanguard FTSE Developed Markets ETF position peaked at $5.59M in Q1 2024.
  • 2,754 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2026.

Based on SWP Financial's 13F filing for Q3 2026, filed 23 Oct 2026.