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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return