Wealth Advisory Solutions
VEA icon

Wealth Advisory Solutions’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Wealth Advisory Solutions’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
Q3 		$1.38M Sell
19,497
-432
-2% -$31K 0.28% 70
2026
Q2 		$1.42M Sell
19,929
-2,979
-13% -$208K 0.29% 70
2026
Q1 		$1.47M Buy
22,908
+417
+2% +$27.5K 0.33% 65
2025
Q4 		$1.41M Sell
22,491
-1,067
-5% -$65.4K 0.33% 63
2025
Q3 		$1.41M Buy
23,558
+1,159
+5% +$67.5K 0.34% 64
2025
Q2 		$1.28M Sell
22,399
-464
-2% -$24.9K 0.32% 67
2025
Q1 		$1.16M Buy
22,863
+346
+2% +$17.5K 0.31% 66
2024
Q4 		$1.08M Sell
22,517
-1,443
-6% -$72.5K 0.3% 60
2024
Q3 		$1.27M Sell
23,960
-1,310
-5% -$66.6K 0.35% 58
2024
Q2 		$1.25M Buy
25,270
+62
+0.2% +$3.08K 0.34% 61
2024
Q1 		$1.26M Sell
25,208
-4,619
-15% -$223K 0.33% 60
2023
Q4 		$1.43M Sell
29,827
-29,638
-50% -$1.33M 0.5% 39
2023
Q3 		$2.72M Buy
59,465
+29,323
+97% +$1.34M 0.53% 41
2023
Q2 		$1.39M Sell
30,142
-55
-0.2% -$2.53K 0.37% 57
2023
Q1 		$1.36M Sell
30,197
-8,527
-22% -$380K 0.36% 60
2022
Q4 		$1.63M Sell
38,724
-209
-0.5% -$8.47K 0.44% 60
2022
Q3 		$1.42M Sell
38,933
-338
-0.9% -$13.8K 0.39% 68
2022
Q2 		$1.6M Sell
39,271
-3,042
-7% -$135K 0.39% 69
2022
Q1 		$2.03M Buy
+42,313
New +$2.06M 0.42% 65
2021
Q3 		$1.91M Buy
37,810
+15
+0% +$780 0.42% 62
2021
Q2 		$1.95M Buy
37,795
+315
+0.8% +$16.3K 0.46% 60
2021
Q1 		$2M Buy
37,480
+29,944
+397% +$1.46M 0.42% 72
2020
Q4 		$355K Sell
7,536
-625
-8% -$27.5K 0.1% 111
2020
Q3 		$333K Hold
8,161
– – 0.09% 132
2020
Q2 		$316K Buy
8,161
+625
+8% +$22.8K 0.09% 139
2020
Q1 		$251K Sell
7,536
-47,160
-86% -$1.89M 0.09% 137
2019
Q4 		$2.41M Buy
+54,696
New +$2.33M 0.63% 50

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CLA (CliftonLarsonAllen) Wealth Advisors
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AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Wealth Advisory Solutions's VEA Position: Q3 2026 in Review

Wealth Advisory Solutions reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 2.2% in Q3 2026, selling an estimated $31K and leaving 19,497 shares worth $1.38M. The position accounts for 0.28% of the portfolio, ranked #70.

Wealth Advisory Solutions first reported a position in VEA in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.72M in Q3 2023. 905 funds tracked by Wall St. Rank hold VEA as of Q3 2026.

  • Wealth Advisory Solutions held 19,497 shares of Vanguard FTSE Developed Markets ETF worth $1.38M as of Q3 2026.
  • Wealth Advisory Solutions sold 432 Vanguard FTSE Developed Markets ETF shares in Q3 2026, an estimated $31K.
  • Vanguard FTSE Developed Markets ETF made up 0.28% of Wealth Advisory Solutions's portfolio in Q3 2026, its #70 holding.
  • Wealth Advisory Solutions first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2019 and has held it in 27 quarters since.
  • Wealth Advisory Solutions's Vanguard FTSE Developed Markets ETF position peaked at $2.72M in Q3 2023.
  • 905 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2026.

Based on Wealth Advisory Solutions's 13F filing for Q3 2026, filed 20 Oct 2026.