CM Wealth Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

CM Wealth Advisors’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 Q1	$429K	Hold	6,698	–	–	0.09%	93
2025 Q4	$418K	Hold	6,698	–	–	0.09%	90
2025 Q3	$401K	Hold	6,698	–	–	0.11%	66
2025 Q2	$382K	Hold	6,698	–	–	0.11%	62
2025 Q1	$340K	Hold	6,698	–	–	0.11%	64
2024 Q4	$320K	Hold	6,698	–	–	0.1%	67
2024 Q3	$354K	Hold	6,698	–	–	0.11%	64
2024 Q2	$331K	Sell	6,698 -43,002	-87%	-$2.14M	0.16%	56
2024 Q1	$2.49M	Buy	49,700 +41,500	+506%	+$2M	0.71%	20
2023 Q4	$393K	Hold	8,200	–	–	0.17%	51
2023 Q3	$370K	Sell	8,200 -48,565	-86%	-$2.22M	0.14%	54
2023 Q2	$2.7M	Buy	+56,765	New	+$2.61M	0.89%	15
2023 Q1	–	Sell	-8,200	Closed	-$344K	–	435
2022 Q4	$344K	Hold	8,200	–	–	0.18%	47
2022 Q3	$298M	Buy	+8,200	New	+$334K	0.17%	55

Other funds holding VEA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

CM Wealth Advisors's VEA Position: Q1 2026 in Review

CM Wealth Advisors held its Vanguard FTSE Developed Markets ETF (VEA) position steady in Q1 2026 at 6,698 shares worth $429K. The position accounts for 0.09% of the portfolio, ranked #93.

CM Wealth Advisors first reported a position in VEA in Q3 2022 and has held it in 14 quarters since. The position peaked at $298M in Q3 2022. 2,891 funds tracked by Wall St. Rank hold VEA as of Q1 2026.

CM Wealth Advisors held 6,698 shares of Vanguard FTSE Developed Markets ETF worth $429K as of Q1 2026.
CM Wealth Advisors left its Vanguard FTSE Developed Markets ETF share count unchanged in Q1 2026.
Vanguard FTSE Developed Markets ETF made up 0.09% of CM Wealth Advisors's portfolio in Q1 2026, its #93 holding.
CM Wealth Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q3 2022 and has held it in 14 quarters since.
CM Wealth Advisors's Vanguard FTSE Developed Markets ETF position peaked at $298M in Q3 2022.
2,891 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2026.

Based on CM Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.