USWIA
VEA icon

UP Strategic Wealth Investment Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

UP Strategic Wealth Investment 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
Q1 		$28.7M Buy
412,336
+4,849
+1% +$320K 18.09% 1
2025
Q4 		$27.5M Sell
407,487
-1,181
-0.3% -$72.3K 19.94% 1
2025
Q3 		$24.7M Sell
408,668
-13,199
-3% -$769K 18.5% 1
2025
Q2 		$24.1M Sell
421,867
-1,814
-0.4% -$97.2K 18.75% 1
2025
Q1 		$21.5M Buy
423,681
+87,585
+26% +$4.43M 19.15% 1
2024
Q4 		$16.1M Buy
336,096
+95,531
+40% +$4.8M 16.07% 1
2024
Q3 		$12.7M Buy
240,565
+84,056
+54% +$4.27M 14.22% 1
2024
Q2 		$7.73M Buy
156,509
+15,580
+11% +$775K 11.72% 2
2024
Q1 		$7.07M Buy
140,929
+1,875
+1% +$90.5K 11.57% 2
2023
Q4 		$6.66M Buy
+139,054
New +$6.22M 12.15% 1

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

UP Strategic Wealth Investment Advisors's VEA Position: Q1 2026 in Review

UP Strategic Wealth Investment Advisors increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 1.2% in Q1 2026, buying an estimated $320K and bringing the position to 412,336 shares worth $28.7M. The position accounts for 18.09% of the portfolio, ranked #1.

UP Strategic Wealth Investment Advisors first reported a position in VEA in Q4 2023 and has held it in 10 quarters since. 2,894 funds tracked by Wall St. Rank hold VEA as of Q1 2026.

  • UP Strategic Wealth Investment Advisors held 412,336 shares of Vanguard FTSE Developed Markets ETF worth $28.7M as of Q1 2026.
  • UP Strategic Wealth Investment Advisors bought 4,849 Vanguard FTSE Developed Markets ETF shares in Q1 2026, an estimated $320K.
  • Vanguard FTSE Developed Markets ETF made up 18.09% of UP Strategic Wealth Investment Advisors's portfolio in Q1 2026, its #1 holding.
  • UP Strategic Wealth Investment Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2023 and has held it in 10 quarters since.
  • 2,894 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2026.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.