Investmark Advisory Group’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Investmark Advisory 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	$398K	Buy	5,591 +948	+20%	+$66K	0.15%	94
2026 Q1	$298K	Buy	4,643 +4	+0.1%	+$264	0.13%	107
2025 Q4	$290K	Buy	4,639 +37	+0.8%	+$2.27K	0.12%	110
2025 Q3	$276K	Sell	4,602 -30	-0.6%	-$1.75K	0.12%	115
2025 Q2	$264K	Buy	4,632 +18	+0.4%	+$964	0.12%	111
2025 Q1	$235K	Buy	4,614 +10	+0.2%	+$506	0.12%	111
2024 Q4	$220K	Buy	4,604 +32	+0.7%	+$1.61K	0.11%	111
2024 Q3	$241K	Buy	4,572 +6	+0.1%	+$305	0.12%	106
2024 Q2	$226K	Sell	4,566 -48	-1%	-$2.39K	0.12%	104
2024 Q1	$231K	Buy	4,614 +264	+6%	+$12.7K	0.13%	105
2023 Q4	$208K	Buy	+4,350	New	+$195K	0.12%	112
2023 Q3	–	Sell	-4,447	Closed	-$205K	–	110
2023 Q2	$205K	Buy	+4,447	New	+$205K	0.14%	101
2022 Q1	–	Sell	-3,885	Closed	-$198K	–	345
2021 Q4	$198K	Buy	+3,885	New	+$199K	0.19%	93

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

Investmark Advisory Group's VEA Position: Q2 2026 in Review

Investmark Advisory Group increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 20% in Q2 2026, buying an estimated $66K and bringing the position to 5,591 shares worth $398K. The position accounts for 0.15% of the portfolio, ranked #94.

Investmark Advisory Group first reported a position in VEA in Q4 2021 and has held it in 13 quarters since. 3,005 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

Investmark Advisory Group held 5,591 shares of Vanguard FTSE Developed Markets ETF worth $398K as of Q2 2026.
Investmark Advisory Group bought 948 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $66K.
Vanguard FTSE Developed Markets ETF made up 0.15% of Investmark Advisory Group's portfolio in Q2 2026, its #94 holding.
Investmark Advisory Group first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2021 and has held it in 13 quarters since.
3,005 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

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