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Ehrlich Financial Group’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Ehrlich Financial 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
2025
Q3 		– Sell
-29,444
Closed -$1.68M – 118
2025
Q2 		$1.68M Buy
+29,444
New +$1.58M 1.09% 28

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Creative Planning
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Envestnet Asset Management
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

Ehrlich Financial Group's VEA Position: Q3 2025 in Review

Ehrlich Financial Group sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q3 2025, closing a stake of 29,444 shares — an estimated $1.68M sold.

Ehrlich Financial Group first reported a position in VEA in Q2 2025 and held it in 1 quarter. The position peaked at $1.68M in Q2 2025. 2,569 funds tracked by Wall St. Rank hold VEA as of Q3 2025.

  • Ehrlich Financial Group reported no remaining Vanguard FTSE Developed Markets ETF position as of Q3 2025 after selling out during the quarter.
  • Ehrlich Financial Group sold 29,444 Vanguard FTSE Developed Markets ETF shares in Q3 2025, an estimated $1.68M.
  • Ehrlich Financial Group first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2025 and held it in 1 quarter.
  • Ehrlich Financial Group's Vanguard FTSE Developed Markets ETF position peaked at $1.68M in Q2 2025.
  • 2,569 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2025.

Based on Ehrlich Financial Group's 13F filing for Q3 2025, filed 17 Oct 2025.