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

Ethos 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 		$689K Sell
9,988
-3,315
-25% -$231K 0.05% 290
2026
Q1 		$855K Sell
13,303
-15,974
-55% -$1.05M 0.06% 228
2025
Q4 		$1.83M Buy
29,277
+7,265
+33% +$445K 0.14% 144
2025
Q3 		$1.32M Buy
22,012
+10,185
+86% +$594K 0.1% 155
2025
Q2 		$674K Buy
11,827
+6,183
+110% +$331K 0.06% 221
2025
Q1 		$271K Buy
5,644
+232
+4% +$11.7K 0.03% 335
2024
Q4 		$259K Sell
5,412
-54
-1% -$2.71K 0.03% 244
2024
Q3 		$289K Buy
+5,466
New +$278K 0.05% 213

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

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

Ethos Financial Group reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 25% in Q2 2026, selling an estimated $231K and leaving 9,988 shares worth $689K. The position accounts for 0.05% of the portfolio, ranked #290.

Ethos Financial Group first reported a position in VEA in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.83M in Q4 2025. 2,985 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

  • Ethos Financial Group held 9,988 shares of Vanguard FTSE Developed Markets ETF worth $689K as of Q2 2026.
  • Ethos Financial Group sold 3,315 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $231K.
  • Vanguard FTSE Developed Markets ETF made up 0.05% of Ethos Financial Group's portfolio in Q2 2026, its #290 holding.
  • Ethos Financial Group first reported a position in Vanguard FTSE Developed Markets ETF in Q3 2024 and has held it in 8 quarters since.
  • Ethos Financial Group's Vanguard FTSE Developed Markets ETF position peaked at $1.83M in Q4 2025.
  • 2,985 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.