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United Advisor Group’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

United Advisor Group’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 		$6.4M Sell
99,874
-1,789
-2% -$118K 0.79% 29
2025
Q4 		$6.35M Buy
101,663
+14,256
+16% +$873K 0.79% 26
2025
Q3 		$5.24M Sell
87,407
-2,757
-3% -$161K 0.7% 30
2025
Q2 		$5.14M Buy
90,164
+47,944
+114% +$2.57M 0.89% 25
2025
Q1 		$2.15M Buy
42,220
+448
+1% +$22.7K 0.44% 62
2024
Q4 		$2M Buy
41,772
+356
+0.9% +$17.9K 0.4% 65
2024
Q3 		$2.19M Sell
41,416
-17,755
-30% -$903K 0.49% 54
2024
Q2 		$2.92M Sell
59,171
-16,029
-21% -$798K 0.91% 26
2024
Q1 		$3.77M Sell
75,200
-32,276
-30% -$1.56M 1.42% 16
2023
Q4 		$5.2M Buy
+107,476
New +$4.81M 6.25% 4

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

United Advisor Group's VEA Position: Q1 2026 in Review

United Advisor Group reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 1.8% in Q1 2026, selling an estimated $118K and leaving 99,874 shares worth $6.4M. The position accounts for 0.79% of the portfolio, ranked #29.

United Advisor Group first reported a position in VEA in Q4 2023 and has held it in 10 quarters since. 2,891 funds tracked by Wall St. Rank hold VEA as of Q1 2026.

  • United Advisor Group held 99,874 shares of Vanguard FTSE Developed Markets ETF worth $6.4M as of Q1 2026.
  • United Advisor Group sold 1,789 Vanguard FTSE Developed Markets ETF shares in Q1 2026, an estimated $118K.
  • Vanguard FTSE Developed Markets ETF made up 0.79% of United Advisor Group's portfolio in Q1 2026, its #29 holding.
  • United Advisor Group first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2023 and has held it in 10 quarters since.
  • 2,891 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.