Marks Group Wealth Management
VEA icon

Marks Group Wealth Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Marks Group Wealth Management’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
Q3 		$4.86M Sell
68,789
-5,877
-8% -$422K 0.42% 48
2026
Q2 		$5.32M Sell
74,666
-5,679
-7% -$396K 0.46% 50
2026
Q1 		$5.15M Hold
80,345
– – 0.5% 80
2025
Q4 		$5.02M Buy
80,345
+7,022
+10% +$430K 0.48% 78
2025
Q3 		$4.39M Hold
73,323
– – 0.41% 89
2025
Q2 		$4.18M Sell
73,323
-11,195
-13% -$600K 0.39% 85
2025
Q1 		$4.3M Buy
84,518
+77,782
+1,155% +$3.94M 0.41% 83
2024
Q4 		$322K Hold
6,736
– – 0.03% 253
2024
Q3 		$356K Buy
6,736
+1
+0% +$51 0.03% 243
2024
Q2 		$333K Hold
6,735
– – 0.04% 247
2024
Q1 		$338K Hold
6,735
– – 0.04% 254
2023
Q4 		$323K Sell
6,735
-52,317
-89% -$2.34M 0.04% 249
2023
Q3 		$2.58M Sell
59,052
-421
-0.7% -$19.3K 0.32% 98
2023
Q2 		$2.75M Hold
59,473
– – 0.33% 99
2023
Q1 		$2.69M Hold
59,473
– – 0.34% 97
2022
Q4 		$2.5M Sell
59,473
-2,396
-4% -$97.1K 0.34% 100
2022
Q3 		$2.25M Hold
61,869
– – 0.34% 94
2022
Q2 		$2.52M Hold
61,869
– – 0.36% 90
2022
Q1 		$2.97M Buy
61,869
+2,136
+4% +$104K 0.37% 93
2021
Q4 		$3.05M Buy
59,733
+4,191
+8% +$215K 0.37% 97
2021
Q3 		$2.8M Buy
55,542
+48,807
+725% +$2.54M 0.38% 98
2021
Q2 		$347K Hold
6,735
– – 0.05% 209
2021
Q1 		$331K Hold
6,735
– – 0.05% 202
2020
Q4 		$318K Sell
6,735
-9
-0.1% -$396 0.05% 207
2020
Q3 		$276K Buy
6,744
+9
+0.1% +$369 0.05% 208
2020
Q2 		$261K Sell
6,735
-2,968
-31% -$108K 0.05% 204
2020
Q1 		$323K Buy
+9,703
New +$389K 0.08% 171

Other funds holding VEA

Creative Planning
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WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Marks Group Wealth Management's VEA Position: Q3 2026 in Review

Marks Group Wealth Management reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 7.9% in Q3 2026, selling an estimated $422K and leaving 68,789 shares worth $4.86M. The position accounts for 0.42% of the portfolio, ranked #48.

Marks Group Wealth Management first reported a position in VEA in Q1 2020 and has held it in 27 quarters since. The position peaked at $5.32M in Q2 2026. 1,986 funds tracked by Wall St. Rank hold VEA as of Q3 2026.

  • Marks Group Wealth Management held 68,789 shares of Vanguard FTSE Developed Markets ETF worth $4.86M as of Q3 2026.
  • Marks Group Wealth Management sold 5,877 Vanguard FTSE Developed Markets ETF shares in Q3 2026, an estimated $422K.
  • Vanguard FTSE Developed Markets ETF made up 0.42% of Marks Group Wealth Management's portfolio in Q3 2026, its #48 holding.
  • Marks Group Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2020 and has held it in 27 quarters since.
  • Marks Group Wealth Management's Vanguard FTSE Developed Markets ETF position peaked at $5.32M in Q2 2026.
  • 1,986 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2026.

Based on Marks Group Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.