Carroll Advisory Group’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Carroll Advisory Group’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	$15.7M	Buy	220,230 +70,477	+47%	+$4.91M	5.15%	7
2026 Q1	$9.6M	Buy	149,753 +50,308	+51%	+$3.32M	3.73%	9
2025 Q4	$6.21M	Buy	+99,445	New	+$6.09M	2.69%	11

Other funds holding VEA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Carroll Advisory Group's VEA Position: Q2 2026 in Review

Carroll Advisory Group increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 47% in Q2 2026, buying an estimated $4.91M and bringing the position to 220,230 shares worth $15.7M. The position accounts for 5.15% of the portfolio, ranked #7.

Carroll Advisory Group first reported a position in VEA in Q4 2025 and has held it in 3 quarters since. 2,990 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

Carroll Advisory Group held 220,230 shares of Vanguard FTSE Developed Markets ETF worth $15.7M as of Q2 2026.
Carroll Advisory Group bought 70,477 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $4.91M.
Vanguard FTSE Developed Markets ETF made up 5.15% of Carroll Advisory Group's portfolio in Q2 2026, its #7 holding.
Carroll Advisory Group first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2025 and has held it in 3 quarters since.
2,990 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Carroll Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.