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Vantage Financial Partners (Wisconsin)’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Vantage Financial Partners (Wisconsin)’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
2025
Q4 		$341K Buy
5,463
+90
+2% +$5.51K 0.07% 152
2025
Q3 		$322K Buy
5,373
+32
+0.6% +$1.86K 0.07% 153
2025
Q2 		$305K Sell
5,341
-762
-12% -$40.8K 0.07% 149
2025
Q1 		$310K Buy
+6,103
New +$309K 0.08% 139

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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s VEA Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 1.7% in Q4 2025, buying an estimated $5.51K and bringing the position to 5,463 shares worth $341K. The position accounts for 0.07% of the portfolio, ranked #152.

Vantage Financial Partners (Wisconsin) first reported a position in VEA in Q1 2025 and has held it in 4 quarters since. 2,816 funds tracked by Wall St. Rank hold VEA as of Q4 2025.

  • Vantage Financial Partners (Wisconsin) held 5,463 shares of Vanguard FTSE Developed Markets ETF worth $341K as of Q4 2025.
  • Vantage Financial Partners (Wisconsin) bought 90 Vanguard FTSE Developed Markets ETF shares in Q4 2025, an estimated $5.51K.
  • Vanguard FTSE Developed Markets ETF made up 0.07% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #152 holding.
  • Vantage Financial Partners (Wisconsin) first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2025 and has held it in 4 quarters since.
  • 2,816 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.