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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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

SWP Financial's VEA Position: Q2 2026 in Review

SWP Financial reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 3% in Q2 2026, selling an estimated $13.9K and leaving 6,458 shares worth $460K. The position accounts for 0.21% of the portfolio, ranked #48.

SWP Financial first reported a position in VEA in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.59M in Q1 2024. 1,677 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

  • SWP Financial held 6,458 shares of Vanguard FTSE Developed Markets ETF worth $460K as of Q2 2026.
  • SWP Financial sold 200 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $13.9K.
  • Vanguard FTSE Developed Markets ETF made up 0.21% of SWP Financial's portfolio in Q2 2026, its #48 holding.
  • SWP Financial first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2023 and has held it in 11 quarters since.
  • SWP Financial's Vanguard FTSE Developed Markets ETF position peaked at $5.59M in Q1 2024.
  • 1,677 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on SWP Financial's 13F filing for Q2 2026, filed 24 Jul 2026.