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

Uptown 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 		$3.78M Sell
53,094
-1,215
-2% -$84.6K 2.49% 13
2026
Q1 		$3.48M Buy
54,309
+710
+1% +$46.9K 2.76% 12
2025
Q4 		$3.35M Buy
53,599
+1,877
+4% +$115K 2.4% 12
2025
Q3 		$3.1M Buy
51,722
+47
+0.1% +$2.74K 2.55% 12
2025
Q2 		$2.95M Buy
51,675
+2,628
+5% +$141K 2.52% 13
2025
Q1 		$2.49M Buy
49,047
+1,504
+3% +$76.1K 2.54% 12
2024
Q4 		$2.27M Buy
+47,543
New +$2.39M 2.45% 12

Other funds holding VEA

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
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Uptown Financial Advisors's VEA Position: Q2 2026 in Review

Uptown Financial Advisors reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 2.2% in Q2 2026, selling an estimated $84.6K and leaving 53,094 shares worth $3.78M. The position accounts for 2.49% of the portfolio, ranked #13.

Uptown Financial Advisors first reported a position in VEA in Q4 2024 and has held it in 7 quarters since. 895 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

  • Uptown Financial Advisors held 53,094 shares of Vanguard FTSE Developed Markets ETF worth $3.78M as of Q2 2026.
  • Uptown Financial Advisors sold 1,215 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $84.6K.
  • Vanguard FTSE Developed Markets ETF made up 2.49% of Uptown Financial Advisors's portfolio in Q2 2026, its #13 holding.
  • Uptown Financial Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2024 and has held it in 7 quarters since.
  • 895 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Uptown Financial Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.