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Compass Financial Group (South Dakota)’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Compass Financial Group (South Dakota)’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 		$655K Buy
10,215
+3,879
+61% +$256K 0.09% 51
2025
Q4 		$396K Buy
6,336
+17
+0.3% +$1.04K 0.06% 65
2025
Q3 		$379K Sell
6,319
-361
-5% -$21K 0.06% 65
2025
Q2 		$381K Sell
6,680
-765
-10% -$41K 0.06% 60
2025
Q1 		$378K Sell
7,445
-41
-0.5% -$2.08K 0.07% 59
2024
Q4 		$358K Sell
7,486
-103
-1% -$5.17K 0.07% 63
2024
Q3 		$401K Buy
7,589
+12
+0.2% +$610 0.08% 61
2024
Q2 		$374K Sell
7,577
-252
-3% -$12.5K 0.08% 60
2024
Q1 		$393K Sell
7,829
-1,857
-19% -$89.7K 0.09% 59
2023
Q4 		$464K Sell
9,686
-1,507
-13% -$67.5K 0.12% 48
2023
Q3 		$489K Buy
11,193
+464
+4% +$21.2K 0.15% 47
2023
Q2 		$495K Sell
10,729
-332
-3% -$15.3K 0.15% 47
2023
Q1 		$500K Sell
11,061
-338
-3% -$15.1K 0.16% 43
2022
Q4 		$478K Buy
+11,399
New +$462K 0.17% 43

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Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Compass Financial Group (South Dakota)'s VEA Position: Q1 2026 in Review

Compass Financial Group (South Dakota) increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 61% in Q1 2026, buying an estimated $256K and bringing the position to 10,215 shares worth $655K. The position accounts for 0.09% of the portfolio, ranked #51.

Compass Financial Group (South Dakota) first reported a position in VEA in Q4 2022 and has held it in 14 quarters since. 2,891 funds tracked by Wall St. Rank hold VEA as of Q1 2026.

  • Compass Financial Group (South Dakota) held 10,215 shares of Vanguard FTSE Developed Markets ETF worth $655K as of Q1 2026.
  • Compass Financial Group (South Dakota) bought 3,879 Vanguard FTSE Developed Markets ETF shares in Q1 2026, an estimated $256K.
  • Vanguard FTSE Developed Markets ETF made up 0.09% of Compass Financial Group (South Dakota)'s portfolio in Q1 2026, its #51 holding.
  • Compass Financial Group (South Dakota) first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2022 and has held it in 14 quarters since.
  • 2,891 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2026.

Based on Compass Financial Group (South Dakota)'s 13F filing for Q1 2026, filed 29 Apr 2026.