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

Greystone 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	$2.45M	Sell	34,356 -7,019	-17%	-$489K	0.68%	42
2026 Q1	$2.65M	Sell	41,375 -21,553	-34%	-$1.42M	0.75%	43
2025 Q4	$3.93M	Buy	62,928 +1,092	+2%	+$66.9K	0.61%	43
2025 Q3	$3.71M	Sell	61,836 -1,590	-3%	-$92.7K	0.57%	45
2025 Q2	$3.62M	Buy	63,426 +4,099	+7%	+$220K	0.6%	43
2025 Q1	$3.02M	Sell	59,327 -6,813	-10%	-$345K	0.55%	45
2024 Q4	$3.16M	Sell	66,140 -1,359	-2%	-$68.2K	0.55%	46
2024 Q3	$3.56M	Buy	67,499 +223	+0.3%	+$11.3K	0.64%	44
2024 Q2	$3.32M	Sell	67,276 -3,074	-4%	-$153K	0.65%	45
2024 Q1	$3.53M	Buy	70,350 +9,305	+15%	+$449K	0.7%	46
2023 Q4	$2.92M	Buy	61,045 +778	+1%	+$34.8K	0.68%	47
2023 Q3	$2.63M	Buy	+60,267	New	+$2.76M	0.66%	49

Other funds holding VEA

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

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

Greystone Financial Group reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 17% in Q2 2026, selling an estimated $489K and leaving 34,356 shares worth $2.45M. The position accounts for 0.68% of the portfolio, ranked #42.

Greystone Financial Group first reported a position in VEA in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.93M in Q4 2025. 1,628 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

Greystone Financial Group held 34,356 shares of Vanguard FTSE Developed Markets ETF worth $2.45M as of Q2 2026.
Greystone Financial Group sold 7,019 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $489K.
Vanguard FTSE Developed Markets ETF made up 0.68% of Greystone Financial Group's portfolio in Q2 2026, its #42 holding.
Greystone Financial Group first reported a position in Vanguard FTSE Developed Markets ETF in Q3 2023 and has held it in 12 quarters since.
Greystone Financial Group's Vanguard FTSE Developed Markets ETF position peaked at $3.93M in Q4 2025.
1,628 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Greystone Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.