Marshall Financial Group (Maryland)’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Marshall Financial Group (Maryland)’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	–	Sell	-21,436	Closed	-$1.34M	–	308
2025 Q4	$1.34M	Buy	21,436 +143	+0.7%	+$8.76K	0.26%	82
2025 Q3	$1.28M	Sell	21,293 -481	-2%	-$28K	0.25%	93
2025 Q2	$1.23M	Sell	21,774 -1,410	-6%	-$75.5K	0.24%	91
2025 Q1	$1.18M	Sell	23,184 -481	-2%	-$24.3K	0.26%	90
2024 Q4	$1.13M	Buy	23,665 +550	+2%	+$27.6K	0.27%	93
2024 Q3	$1.22M	Buy	+23,115	New	+$1.18M	0.29%	88
2022 Q2	–	Sell	-5,045	Closed	-$242K	–	213
2022 Q1	$242K	Sell	5,045 -370	-7%	-$18K	0.1%	189
2021 Q4	$276K	Buy	+5,415	New	+$278K	0.1%	187

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 22.9% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Marshall Financial Group (Maryland)'s VEA Position: Q1 2026 in Review

Marshall Financial Group (Maryland) sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q1 2026, closing a stake of 21,436 shares — an estimated $1.34M sold.

Marshall Financial Group (Maryland) first reported a position in VEA in Q4 2021 and held it in 8 quarters. The position peaked at $1.34M in Q4 2025. 2,917 funds tracked by Wall St. Rank hold VEA as of Q1 2026.

Marshall Financial Group (Maryland) reported no remaining Vanguard FTSE Developed Markets ETF position as of Q1 2026 after selling out during the quarter.
Marshall Financial Group (Maryland) sold 21,436 Vanguard FTSE Developed Markets ETF shares in Q1 2026, an estimated $1.34M.
Marshall Financial Group (Maryland) first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2021 and held it in 8 quarters.
Marshall Financial Group (Maryland)'s Vanguard FTSE Developed Markets ETF position peaked at $1.34M in Q4 2025.
2,917 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q1 2026, filed 13 Apr 2026.