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 Q2	$21M	Sell	294,443 -22,602	-7%	-$1.57M	0.45%	53
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 $1.55T 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

CSM Advisors's VEA Position: Q2 2026 in Review

CSM Advisors reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 7.1% in Q2 2026, selling an estimated $1.57M and leaving 294,443 shares worth $21M. The position accounts for 0.45% of the portfolio, ranked #53.

CSM Advisors first reported a position in VEA in Q2 2022 and has held it in 17 quarters since. 3,007 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

CSM Advisors held 294,443 shares of Vanguard FTSE Developed Markets ETF worth $21M as of Q2 2026.
CSM Advisors sold 22,602 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $1.57M.
Vanguard FTSE Developed Markets ETF made up 0.45% of CSM Advisors's portfolio in Q2 2026, its #53 holding.
CSM Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2022 and has held it in 17 quarters since.
3,007 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on CSM Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.