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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
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

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

Marks Group Wealth Management's VEA Position: Q1 2026 in Review

Marks Group Wealth Management held its Vanguard FTSE Developed Markets ETF (VEA) position steady in Q1 2026 at 80,345 shares worth $5.15M. The position accounts for 0.5% of the portfolio, ranked #80.

Marks Group Wealth Management first reported a position in VEA in Q1 2020 and has held it in 25 quarters since. 2,891 funds tracked by Wall St. Rank hold VEA as of Q1 2026.

  • Marks Group Wealth Management held 80,345 shares of Vanguard FTSE Developed Markets ETF worth $5.15M as of Q1 2026.
  • Marks Group Wealth Management left its Vanguard FTSE Developed Markets ETF share count unchanged in Q1 2026.
  • Vanguard FTSE Developed Markets ETF made up 0.5% of Marks Group Wealth Management's portfolio in Q1 2026, its #80 holding.
  • Marks Group Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2020 and has held it in 25 quarters since.
  • 2,891 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.