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

CSM 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	$20.3M	Buy	317,045 +9,520	+3%	+$628K	0.5%	50
2025 Q4	$19.2M	Buy	307,525 +53,857	+21%	+$3.3M	0.52%	59
2025 Q3	$15.2M	Buy	253,668 +24,162	+11%	+$1.41M	0.42%	66
2025 Q2	$13.1M	Hold	229,506	–	–	0.38%	78
2025 Q1	$11.7M	Sell	229,506 -1,054	-0.5%	-$53.3K	0.64%	37
2024 Q4	$11M	Sell	230,560 -23,518	-9%	-$1.18M	0.52%	46
2024 Q3	$13.4M	Sell	254,078 -36,626	-13%	-$1.86M	0.87%	37
2024 Q2	$14.4M	Buy	290,704 +45,038	+18%	+$2.24M	1.01%	30
2024 Q1	$12.3M	Buy	245,666 +338	+0.1%	+$16.3K	0.81%	40
2023 Q4	$11.8M	Buy	245,328 +70,287	+40%	+$3.15M	0.85%	30
2023 Q3	$7.65M	Hold	175,041	–	–	0.67%	45
2023 Q2	$8.08M	Buy	175,041 +1,286	+0.7%	+$59.1K	0.61%	50
2023 Q1	$7.85M	Buy	173,755 +53,580	+45%	+$2.39M	0.68%	45
2022 Q4	$5.04M	Sell	120,175 -21,033	-15%	-$852K	0.48%	63
2022 Q3	$5.13M	Buy	141,208 +116,348	+468%	+$4.74M	0.56%	53
2022 Q2	$1.01M	Buy	+24,860	New	+$1.11M	0.09%	90

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

CSM Advisors's VEA Position: Q1 2026 in Review

CSM Advisors increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 3.1% in Q1 2026, buying an estimated $628K and bringing the position to 317,045 shares worth $20.3M. The position accounts for 0.5% of the portfolio, ranked #50.

CSM Advisors first reported a position in VEA in Q2 2022 and has held it in 16 quarters since. 2,894 funds tracked by Wall St. Rank hold VEA as of Q1 2026.

CSM Advisors held 317,045 shares of Vanguard FTSE Developed Markets ETF worth $20.3M as of Q1 2026.
CSM Advisors bought 9,520 Vanguard FTSE Developed Markets ETF shares in Q1 2026, an estimated $628K.
Vanguard FTSE Developed Markets ETF made up 0.5% of CSM Advisors's portfolio in Q1 2026, its #50 holding.
CSM Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2022 and has held it in 16 quarters since.
2,894 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2026.

Based on CSM Advisors's 13F filing for Q1 2026, filed 15 May 2026.