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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
Q2 		$7.12M Buy
99,937
+63
+0.1% +$4.39K 0.75% 28
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 $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

United Advisor Group's VEA Position: Q2 2026 in Review

United Advisor Group increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 0.06% in Q2 2026, buying an estimated $4.39K and bringing the position to 99,937 shares worth $7.12M. The position accounts for 0.75% of the portfolio, ranked #28.

United Advisor Group first reported a position in VEA in Q4 2023 and has held it in 11 quarters since. 3,002 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

  • United Advisor Group held 99,937 shares of Vanguard FTSE Developed Markets ETF worth $7.12M as of Q2 2026.
  • United Advisor Group bought 63 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $4.39K.
  • Vanguard FTSE Developed Markets ETF made up 0.75% of United Advisor Group's portfolio in Q2 2026, its #28 holding.
  • United Advisor Group first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2023 and has held it in 11 quarters since.
  • 3,002 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.