United Capital Financial Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

United Capital Financial 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 Q2	$27.2M	Sell	381,818 -13,077	-3%	-$911K	0.15%	132
2026 Q1	$25.2M	Buy	394,895 +9,513	+2%	+$628K	0.16%	123
2025 Q4	$24.1M	Sell	385,382 -4,172	-1%	-$256K	0.15%	126
2025 Q3	$23.3M	Sell	389,554 -6,989	-2%	-$407K	0.17%	116
2025 Q2	$22.6M	Sell	396,543 -5,806	-1%	-$311K	0.18%	106
2025 Q1	$20.5M	Sell	402,349 -3,202	-0.8%	-$162K	0.18%	111
2024 Q4	$19.4M	Buy	405,551 +2,910	+0.7%	+$146K	0.16%	113
2024 Q3	$21.3M	Buy	402,641 +9,762	+2%	+$496K	0.18%	114
2024 Q2	$19.4M	Buy	392,879 +27,466	+8%	+$1.37M	0.17%	121
2024 Q1	$18.3M	Sell	365,413 -15,372	-4%	-$742K	0.15%	133
2023 Q4	$18.2M	Sell	380,785 -244,311	-39%	-$10.9M	0.15%	136
2023 Q3	$27.3M	Sell	625,096 -414,008	-40%	-$18.9M	0.18%	111
2023 Q2	$48M	Sell	1,039,104 -26,192	-2%	-$1.2M	0.26%	78
2023 Q1	$48.1M	Sell	1,065,296 -7,974	-0.7%	-$355K	0.27%	77
2022 Q4	$45M	Buy	1,073,270 +17,148	+2%	+$695K	0.25%	83
2022 Q3	$38.4M	Sell	1,056,122 -3,156	-0.3%	-$129K	0.23%	89
2022 Q2	$43.2M	Sell	1,059,278 -30,649	-3%	-$1.36M	0.24%	87
2022 Q1	$52.3M	Sell	1,089,927 -40,849	-4%	-$1.99M	0.25%	78
2021 Q4	$57.7M	Sell	1,130,776 -5,465	-0.5%	-$281K	0.27%	77
2021 Q3	$57.4M	Sell	1,136,241 -28,522	-2%	-$1.48M	0.29%	70
2021 Q2	$60M	Buy	1,164,763 +31,957	+3%	+$1.65M	0.3%	69
2021 Q1	$55.6M	Sell	1,132,806 -3,918	-0.3%	-$191K	0.31%	69
2020 Q4	$53.7M	Sell	1,136,724 -77,396	-6%	-$3.4M	0.32%	72
2020 Q3	$49.7M	Sell	1,214,120 -19,697	-2%	-$808K	0.32%	71
2020 Q2	$47.9M	Sell	1,233,817 -69,663	-5%	-$2.54M	0.35%	70
2020 Q1	$43.5M	Sell	1,303,480 -34,479	-3%	-$1.38M	0.36%	63
2019 Q4	$59M	Sell	1,337,959 -36,006	-3%	-$1.54M	0.38%	53
2019 Q3	$56.4M	Sell	1,373,965 -169,298	-11%	-$6.91M	0.39%	49
2019 Q2	$64.4M	Buy	1,543,263 +99,460	+7%	+$4.1M	0.42%	49
2019 Q1	$59M	Sell	1,443,803 -93,298	-6%	-$3.73M	0.41%	47
2018 Q4	$57M	Buy	1,537,101 +75,286	+5%	+$2.98M	0.45%	41
2018 Q3	$63.3M	Sell	1,461,815 -7,349	-0.5%	-$317K	0.44%	47
2018 Q2	$63M	Buy	1,469,164 +37,434	+3%	+$1.67M	0.47%	38
2018 Q1	$63.4M	Buy	1,431,730 +104,398	+8%	+$4.74M	0.48%	34
2017 Q4	$59.5M	Buy	1,327,332 +18,170	+1%	+$803K	0.47%	38
2017 Q3	$56.8M	Buy	1,309,162 +20,665	+2%	+$877K	0.48%	36
2017 Q2	$53.2M	Sell	1,288,497 -23,552	-2%	-$960K	0.48%	35
2017 Q1	$51.6M	Sell	1,312,049 -48,362	-4%	-$1.85M	0.48%	37
2016 Q4	$49.7M	Buy	1,360,411 +10,671	+0.8%	+$389K	0.48%	40
2016 Q3	$50.5M	Buy	1,349,740 +34,054	+3%	+$1.25M	0.49%	33
2016 Q2	$46M	Buy	1,315,686 +8,025	+0.6%	+$290K	0.47%	38
2016 Q1	$46.9M	Sell	1,307,661 -53,889	-4%	-$1.86M	0.52%	30
2015 Q4	$50M	Buy	1,361,550 +115,048	+9%	+$4.31M	0.58%	30
2015 Q3	$44.4M	Buy	1,246,502 +112,608	+10%	+$4.33M	0.53%	28
2015 Q2	$45M	Buy	1,133,894 +38,459	+4%	+$1.59M	0.52%	34
2015 Q1	$45.3M	Buy	1,095,435 +160,572	+17%	+$6.29M	0.55%	33
2014 Q4	$35.4M	Buy	934,863 +640,112	+217%	+$24.8M	0.53%	42
2014 Q3	$11.7M	Buy	294,751 +165,886	+129%	+$6.9M	0.2%	126
2014 Q2	$5.49M	Buy	128,865 +44,440	+53%	+$1.87M	0.1%	219
2014 Q1	$3.48M	Buy	84,425 +78,505	+1,326%	+$3.22M	0.07%	264
2013 Q4	$247K	Buy	+5,920	New	+$240K	0.01%	567

Other funds holding VEA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

United Capital Financial Advisors's VEA Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 3.3% in Q2 2026, selling an estimated $911K and leaving 381,818 shares worth $27.2M. The position accounts for 0.15% of the portfolio, ranked #132.

United Capital Financial Advisors first reported a position in VEA in Q4 2013 and has held it in 51 quarters since. The position peaked at $64.4M in Q2 2019. 2,984 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

United Capital Financial Advisors held 381,818 shares of Vanguard FTSE Developed Markets ETF worth $27.2M as of Q2 2026.
United Capital Financial Advisors sold 13,077 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $911K.
Vanguard FTSE Developed Markets ETF made up 0.15% of United Capital Financial Advisors's portfolio in Q2 2026, its #132 holding.
United Capital Financial Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2013 and has held it in 51 quarters since.
United Capital Financial Advisors's Vanguard FTSE Developed Markets ETF position peaked at $64.4M in Q2 2019.
2,984 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.