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

Embree 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
2026 Q2	$372K	Buy	5,220 +1,303	+33%	+$90.8K	0.04%	196
2026 Q1	$251K	Sell	3,917 -98	-2%	-$6.47K	0.03%	219
2025 Q4	$251K	Sell	4,015 -4	-0.1%	-$245	0.03%	210
2025 Q3	$241K	Sell	4,019 -2,027	-34%	-$118K	0.03%	200
2025 Q2	$345K	Buy	+6,046	New	+$324K	0.05%	159
2024 Q4	–	Sell	-4,090	Closed	-$216K	–	209
2024 Q3	$216K	Buy	4,090 +3	+0.1%	+$153	0.04%	180
2024 Q2	$202K	Sell	4,087 -817	-17%	-$40.7K	0.04%	179
2024 Q1	$246K	Sell	4,904 -828	-14%	-$40K	0.05%	167
2023 Q4	$275K	Buy	+5,732	New	+$257K	0.06%	149

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

Embree Financial Group's VEA Position: Q2 2026 in Review

Embree Financial Group increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 33% in Q2 2026, buying an estimated $90.8K and bringing the position to 5,220 shares worth $372K. The position accounts for 0.04% of the portfolio, ranked #196.

Embree Financial Group first reported a position in VEA in Q4 2023 and has held it in 9 quarters since. 2,997 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

Embree Financial Group held 5,220 shares of Vanguard FTSE Developed Markets ETF worth $372K as of Q2 2026.
Embree Financial Group bought 1,303 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $90.8K.
Vanguard FTSE Developed Markets ETF made up 0.04% of Embree Financial Group's portfolio in Q2 2026, its #196 holding.
Embree Financial Group first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2023 and has held it in 9 quarters since.
2,997 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Embree Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.