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

Elios 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
Q2 		$2M Buy
35,123
+1,174
+3% +$62.9K 0.91% 28
2025
Q1 		$1.73M Buy
33,949
+12,300
+57% +$622K 0.85% 27
2024
Q4 		$1.04M Buy
21,649
+89
+0.4% +$4.47K 0.49% 44
2024
Q3 		$1.14M Buy
+21,560
New +$1.1M 0.53% 45

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Elios Financial Group's VEA Position: Q2 2025 in Review

Elios Financial Group increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 3.5% in Q2 2025, buying an estimated $62.9K and bringing the position to 35,123 shares worth $2M. The position accounts for 0.91% of the portfolio, ranked #28.

Elios Financial Group first reported a position in VEA in Q3 2024 and has held it in 4 quarters since. 2,548 funds tracked by Wall St. Rank hold VEA as of Q2 2025.

  • Elios Financial Group held 35,123 shares of Vanguard FTSE Developed Markets ETF worth $2M as of Q2 2025.
  • Elios Financial Group bought 1,174 Vanguard FTSE Developed Markets ETF shares in Q2 2025, an estimated $62.9K.
  • Vanguard FTSE Developed Markets ETF made up 0.91% of Elios Financial Group's portfolio in Q2 2025, its #28 holding.
  • Elios Financial Group first reported a position in Vanguard FTSE Developed Markets ETF in Q3 2024 and has held it in 4 quarters since.
  • 2,548 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2025.

Based on Elios Financial Group's 13F filing for Q2 2025, filed 13 Aug 2025.