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

Everhart 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 		$2.22M Buy
31,199
+581
+2% +$40.5K 0.14% 73
2026
Q1 		$1.96M Sell
30,618
-1,226
-4% -$80.9K 0.17% 80
2025
Q4 		$1.99M Buy
31,844
+1,457
+5% +$89.3K 0.18% 73
2025
Q3 		$1.82M Sell
30,387
-566
-2% -$33K 0.18% 68
2025
Q2 		$1.76M Buy
30,953
+2,081
+7% +$111K 0.2% 68
2025
Q1 		$1.47M Buy
28,872
+4,229
+17% +$214K 0.2% 71
2024
Q4 		$1.18M Sell
24,643
-856
-3% -$43K 0.24% 85
2024
Q3 		$1.35M Sell
25,499
-3,955
-13% -$201K 0.3% 62
2024
Q2 		$1.42M Buy
29,454
+3,263
+12% +$162K 0.37% 48
2024
Q1 		$1.31M Sell
26,191
-82
-0.3% -$3.96K 0.38% 47
2023
Q4 		$1.26M Sell
26,273
-2,656
-9% -$119K 0.45% 45
2023
Q3 		$1.26M Sell
28,929
-3,757
-11% -$172K 0.54% 41
2023
Q2 		$1.4M Buy
32,686
+6,603
+25% +$304K 0.58% 39
2023
Q1 		$1.18M Sell
26,083
-66
-0.3% -$2.94K 0.53% 38
2022
Q4 		$1.1M Sell
26,149
-15,619
-37% -$633K 0.55% 38
2022
Q3 		$1.52M Buy
41,768
+2,089
+5% +$85.1K 0.84% 23
2022
Q2 		$1.62M Sell
39,679
-3,468
-8% -$154K 0.98% 23
2022
Q1 		$2.07M Buy
43,147
+1,350
+3% +$65.7K 1.2% 22
2021
Q4 		$2.13M Buy
41,797
+5,384
+15% +$276K 1.29% 22
2021
Q3 		$1.84M Buy
36,413
+9,120
+33% +$474K 1.26% 23
2021
Q2 		$1.41M Sell
27,293
-4,124
-13% -$213K 0.97% 29
2021
Q1 		$1.54M Sell
31,417
-198
-0.6% -$9.67K 1.35% 20
2020
Q4 		$1.49M Buy
+31,615
New +$1.39M 1.38% 20

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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

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

Everhart Financial Group increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 1.9% in Q2 2026, buying an estimated $40.5K and bringing the position to 31,199 shares worth $2.22M. The position accounts for 0.14% of the portfolio, ranked #73.

Everhart Financial Group first reported a position in VEA in Q4 2020 and has held it in 23 quarters since. 2,997 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

  • Everhart Financial Group held 31,199 shares of Vanguard FTSE Developed Markets ETF worth $2.22M as of Q2 2026.
  • Everhart Financial Group bought 581 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $40.5K.
  • Vanguard FTSE Developed Markets ETF made up 0.14% of Everhart Financial Group's portfolio in Q2 2026, its #73 holding.
  • Everhart Financial Group first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,997 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.