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M Holdings Securities’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

M Holdings Securities’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 		$6.83M Sell
99,811
-16,185
-14% -$1.07M 0.46% 43
2025
Q4 		$7.25M Buy
115,996
+81,273
+234% +$4.98M 0.52% 38
2025
Q3 		$2.08M Buy
+34,723
New +$2.02M 0.44% 34
2022
Q2 		– Sell
-5,025
Closed -$241K – 512
2022
Q1 		$241K Buy
+5,025
New +$245K 0.02% 445
2021
Q2 		– Sell
-6,882
Closed -$338K – 470
2021
Q1 		$338K Buy
+6,882
New +$336K 0.03% 357
2020
Q2 		– Sell
-14,477
Closed -$483K – 234
2020
Q1 		$483K Sell
14,477
-2,171
-13% -$87.1K 0.07% 194
2019
Q4 		$734K Buy
16,648
+839
+5% +$35.8K 0.21% 112
2019
Q3 		$649K Sell
15,809
-1,429
-8% -$58.4K 0.2% 118
2019
Q2 		$719K Buy
+17,238
New +$711K 0.24% 107
2019
Q1 		– Sell
-16,377
Closed -$608K – 378
2018
Q4 		$608K Buy
16,377
+331
+2% +$13.1K 0.19% 146
2018
Q3 		$694K Buy
16,046
+278
+2% +$12K 0.18% 148
2018
Q2 		$676K Buy
15,768
+8,182
+108% +$365K 0.19% 152
2018
Q1 		$336K Buy
7,586
+1,614
+27% +$73.2K 0.1% 244
2017
Q4 		$268K Sell
5,972
-331
-5% -$14.6K 0.08% 261
2017
Q3 		$274K Buy
6,303
+534
+9% +$22.7K 0.09% 253
2017
Q2 		$238K Sell
5,769
-19
-0.3% -$775 0.08% 258
2017
Q1 		$227K Sell
5,788
-1,770
-23% -$67.8K 0.09% 241
2016
Q4 		$276K Buy
7,558
+577
+8% +$21.1K 0.1% 203
2016
Q3 		$261K Buy
6,981
+972
+16% +$35.7K 0.12% 211
2016
Q2 		$212K Sell
6,009
-453
-7% -$16.4K 0.11% 222
2016
Q1 		$232K Sell
6,462
-366
-5% -$12.6K 0.14% 181
2015
Q4 		$251K Buy
+6,828
New +$256K 0.17% 162
2014
Q4 		– Sell
-871
Closed -$35K – 429
2014
Q3 		$35K Buy
+871
New +$36.2K 0.02% 429

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
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
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
Wells Fargo San Francisco, California $530B 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
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

M Holdings Securities's VEA Position: Q1 2026 in Review

M Holdings Securities reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 14% in Q1 2026, selling an estimated $1.07M and leaving 99,811 shares worth $6.83M. The position accounts for 0.46% of the portfolio, ranked #43.

M Holdings Securities first reported a position in VEA in Q3 2014 and has held it in 23 quarters since. The position peaked at $7.25M in Q4 2025. 2,891 funds tracked by Wall St. Rank hold VEA as of Q1 2026.

  • M Holdings Securities held 99,811 shares of Vanguard FTSE Developed Markets ETF worth $6.83M as of Q1 2026.
  • M Holdings Securities sold 16,185 Vanguard FTSE Developed Markets ETF shares in Q1 2026, an estimated $1.07M.
  • Vanguard FTSE Developed Markets ETF made up 0.46% of M Holdings Securities's portfolio in Q1 2026, its #43 holding.
  • M Holdings Securities first reported a position in Vanguard FTSE Developed Markets ETF in Q3 2014 and has held it in 23 quarters since.
  • M Holdings Securities's Vanguard FTSE Developed Markets ETF position peaked at $7.25M in Q4 2025.
  • 2,891 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2026.

Based on M Holdings Securities's 13F filing for Q1 2026, filed 12 May 2026.