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Curtis Advisory Group’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Curtis Advisory 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
2026
Q2 		$796K Sell
11,178
-157
-1% -$10.9K 0.15% 76
2026
Q1 		$726K Sell
11,335
-153
-1% -$10.1K 0.16% 74
2025
Q4 		$718K Sell
11,488
-184
-2% -$11.3K 0.15% 72
2025
Q3 		$699K Sell
11,672
-159
-1% -$9.27K 0.16% 63
2025
Q2 		$674K Buy
11,831
+330
+3% +$17.7K 0.17% 63
2025
Q1 		$585K Sell
11,501
-70
-0.6% -$3.54K 0.17% 66
2024
Q4 		$553K Buy
11,571
+179
+2% +$8.99K 0.15% 65
2024
Q3 		$602K Sell
11,392
-445
-4% -$22.6K 0.17% 59
2024
Q2 		$585K Buy
11,837
+367
+3% +$18.3K 0.21% 56
2024
Q1 		$575K Buy
11,470
+898
+8% +$43.4K 0.22% 58
2023
Q4 		$506K Sell
10,572
-1,157
-10% -$51.8K 0.23% 57
2023
Q3 		$513K Sell
11,729
-2,335
-17% -$107K 0.17% 57
2023
Q2 		$649K Buy
14,064
+7,151
+103% +$329K 0.21% 47
2023
Q1 		$312K Sell
6,913
-675
-9% -$30.1K 0.11% 68
2022
Q4 		$318K Buy
+7,588
New +$307K 0.13% 66
2020
Q4 		– Sell
-4,961
Closed -$203K – 76
2020
Q3 		$203K Buy
+4,961
New +$204K 0.12% 60

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Curtis Advisory Group's VEA Position: Q2 2026 in Review

Curtis Advisory Group reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 1.4% in Q2 2026, selling an estimated $10.9K and leaving 11,178 shares worth $796K. The position accounts for 0.15% of the portfolio, ranked #76.

Curtis Advisory Group first reported a position in VEA in Q3 2020 and has held it in 16 quarters since. 2,997 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

  • Curtis Advisory Group held 11,178 shares of Vanguard FTSE Developed Markets ETF worth $796K as of Q2 2026.
  • Curtis Advisory Group sold 157 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $10.9K.
  • Vanguard FTSE Developed Markets ETF made up 0.15% of Curtis Advisory Group's portfolio in Q2 2026, its #76 holding.
  • Curtis Advisory Group first reported a position in Vanguard FTSE Developed Markets ETF in Q3 2020 and has held it in 16 quarters since.
  • 2,997 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Curtis Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.