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Carter Financial Group’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Carter Financial 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
2025
Q3 		– Sell
-9,334
Closed -$532K – 128
2025
Q2 		$532K Buy
+9,334
New +$500K 0.35% 53
2022
Q1 		$303K Buy
+6,318
New +$307K 0.41% 34

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Wells Fargo
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Morgan Stanley
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Wealthfront Advisers
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
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Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Carter Financial Group's VEA Position: Q3 2025 in Review

Carter Financial Group sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q3 2025, closing a stake of 9,334 shares — an estimated $532K sold.

Carter Financial Group first reported a position in VEA in Q1 2022 and held it in 2 quarters. The position peaked at $532K in Q2 2025. 2,569 funds tracked by Wall St. Rank hold VEA as of Q3 2025.

  • Carter Financial Group reported no remaining Vanguard FTSE Developed Markets ETF position as of Q3 2025 after selling out during the quarter.
  • Carter Financial Group sold 9,334 Vanguard FTSE Developed Markets ETF shares in Q3 2025, an estimated $532K.
  • Carter Financial Group first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2022 and held it in 2 quarters.
  • Carter Financial Group's Vanguard FTSE Developed Markets ETF position peaked at $532K in Q2 2025.
  • 2,569 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2025.

Based on Carter Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.