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Marcum Wealth’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Marcum Wealth’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
2025
Q1 		$64.9M Sell
1,276,298
-18,444
-1% -$933K 5.61% 3
2024
Q4 		$61.9M Buy
1,294,742
+50,348
+4% +$2.53M 5.37% 3
2024
Q3 		$65.7M Buy
1,244,394
+31,244
+3% +$1.59M 6.11% 3
2024
Q2 		$60M Sell
1,213,150
-61,307
-5% -$3.05M 6.01% 3
2024
Q1 		$63.9M Buy
1,274,457
+51,884
+4% +$2.51M 6.48% 3
2023
Q4 		$58.6M Buy
1,222,573
+72,809
+6% +$3.26M 6.23% 3
2023
Q3 		$50.3M Buy
1,149,764
+62,758
+6% +$2.87M 6.04% 3
2023
Q2 		$50.2M Buy
1,087,006
+33,355
+3% +$1.53M 5.89% 4
2023
Q1 		$47.6M Sell
1,053,651
-274,629
-21% -$12.2M 5.94% 4
2022
Q4 		$55.7M Buy
1,328,280
+123,355
+10% +$5M 7.39% 3
2022
Q3 		$43.8M Buy
1,204,925
+91,499
+8% +$3.73M 6.65% 4
2022
Q2 		$45.4M Buy
1,113,426
+1,461
+0.1% +$64.9K 6.8% 4
2022
Q1 		$53.4M Buy
1,111,965
+155,978
+16% +$7.59M 7.37% 4
2021
Q4 		$48.8M Buy
955,987
+95,127
+11% +$4.88M 6.79% 3
2021
Q3 		$43.5M Buy
860,860
+57,062
+7% +$2.97M 6.83% 3
2021
Q2 		$41.4M Buy
803,798
+71,037
+10% +$3.67M 6.72% 3
2021
Q1 		$36M Buy
732,761
+67,236
+10% +$3.28M 5.93% 5
2020
Q4 		$31.4M Buy
665,525
+138,227
+26% +$6.08M 7.37% 5
2020
Q3 		$21.6M Buy
527,298
+50,247
+11% +$2.06M 6.61% 5
2020
Q2 		$18.5M Buy
477,051
+83,166
+21% +$3.04M 5.69% 5
2020
Q1 		$13.1M Sell
393,885
-422,059
-52% -$16.9M 5.09% 6
2019
Q4 		$36M Buy
+815,944
New +$34.8M 13.47% 2

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Marcum Wealth's VEA Position: Q1 2025 in Review

Marcum Wealth reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 1.4% in Q1 2025, selling an estimated $933K and leaving 1,276,298 shares worth $64.9M. The position accounts for 5.61% of the portfolio, ranked #3.

Marcum Wealth first reported a position in VEA in Q4 2019 and has held it in 22 quarters since. The position peaked at $65.7M in Q3 2024. 2,468 funds tracked by Wall St. Rank hold VEA as of Q1 2025.

  • Marcum Wealth held 1,276,298 shares of Vanguard FTSE Developed Markets ETF worth $64.9M as of Q1 2025.
  • Marcum Wealth sold 18,444 Vanguard FTSE Developed Markets ETF shares in Q1 2025, an estimated $933K.
  • Vanguard FTSE Developed Markets ETF made up 5.61% of Marcum Wealth's portfolio in Q1 2025, its #3 holding.
  • Marcum Wealth first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2019 and has held it in 22 quarters since.
  • Marcum Wealth's Vanguard FTSE Developed Markets ETF position peaked at $65.7M in Q3 2024.
  • 2,468 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.