Wealth Forward LLC
VEA icon

Wealth Forward LLC’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Wealth Forward LLC’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 		$10.7M Sell
151,692
-114,560
-43% -$8.22M 4.85% 7
2026
Q2 		$19M Buy
266,252
+2,695
+1% +$188K 9.45% 5
2026
Q1 		$16.9M Buy
263,557
+2,745
+1% +$181K 9.53% 4
2025
Q4 		$16.3M Buy
260,812
+3,101
+1% +$190K 9.2% 4
2025
Q3 		$15.4M Sell
257,711
-100,533
-28% -$5.86M 8.97% 4
2025
Q2 		$20.4M Sell
358,244
-4,017
-1% -$215K 13.72% 2
2025
Q1 		$18.4M Buy
362,261
+957
+0.3% +$48.4K 13.1% 2
2024
Q4 		$17.3M Buy
361,304
+20,630
+6% +$1.04M 12.19% 4
2024
Q3 		$18M Buy
340,674
+34,853
+11% +$1.77M 12.62% 3
2024
Q2 		$15.1M Buy
305,821
+5,506
+2% +$274K 11.81% 3
2024
Q1 		$15.1M Buy
300,315
+12,838
+4% +$620K 11.86% 3
2023
Q4 		$13.8M Buy
+287,477
New +$12.9M 11.63% 3

Other funds holding VEA

CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
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
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 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
Tanglewood Wealth Management
Tanglewood Wealth Management Houston, Texas $1.2B AUM 13.27% 1-Year Est. Return

Wealth Forward LLC's VEA Position: Q3 2026 in Review

Wealth Forward LLC reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 43% in Q3 2026, selling an estimated $8.22M and leaving 151,692 shares worth $10.7M. The position accounts for 4.85% of the portfolio, ranked #7.

Wealth Forward LLC first reported a position in VEA in Q4 2023 and has held it in 12 quarters since. The position peaked at $20.4M in Q2 2025. 1,168 funds tracked by Wall St. Rank hold VEA as of Q3 2026.

  • Wealth Forward LLC held 151,692 shares of Vanguard FTSE Developed Markets ETF worth $10.7M as of Q3 2026.
  • Wealth Forward LLC sold 114,560 Vanguard FTSE Developed Markets ETF shares in Q3 2026, an estimated $8.22M.
  • Vanguard FTSE Developed Markets ETF made up 4.85% of Wealth Forward LLC's portfolio in Q3 2026, its #7 holding.
  • Wealth Forward LLC first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2023 and has held it in 12 quarters since.
  • Wealth Forward LLC's Vanguard FTSE Developed Markets ETF position peaked at $20.4M in Q2 2025.
  • 1,168 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2026.

Based on Wealth Forward LLC's 13F filing for Q3 2026, filed 14 Oct 2026.