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

Marshall Financial Group (Pennsylvania)’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
Q3 		$10.5M Sell
175,655
-2,307
-1% -$134K 2.9% 14
2025
Q2 		$10.1M Sell
177,962
-6,262
-3% -$335K 3.04% 14
2025
Q1 		$9.36M Sell
184,224
-4,480
-2% -$227K 2.95% 14
2024
Q4 		$9.02M Buy
188,704
+130
+0.1% +$6.53K 2.76% 14
2024
Q3 		$9.96M Sell
188,574
-1,607
-0.8% -$81.7K 3.01% 14
2024
Q2 		$9.4M Buy
190,181
+1,166
+0.6% +$58K 3.05% 14
2024
Q1 		$9.48M Sell
189,015
-60
-0% -$2.9K 3.13% 14
2023
Q4 		$9.06M Buy
189,075
+8,123
+4% +$364K 3.23% 14
2023
Q3 		$7.91M Buy
180,952
+2,264
+1% +$104K 3.22% 14
2023
Q2 		$8.25M Sell
178,688
-1,371
-0.8% -$63.1K 3.16% 14
2023
Q1 		$8.13M Sell
180,059
-74
-0% -$3.3K 3.31% 13
2022
Q4 		$7.56M Sell
180,133
-2,762
-2% -$112K 3.25% 13
2022
Q3 		$6.65M Buy
182,895
+11,678
+7% +$476K 3.14% 13
2022
Q2 		$6.99M Buy
171,217
+302
+0.2% +$13.4K 3.17% 13
2022
Q1 		$8.21M Buy
170,915
+217
+0.1% +$10.6K 3.27% 13
2021
Q4 		$8.72M Buy
170,698
+8,228
+5% +$422K 3.38% 13
2021
Q3 		$8.2M Buy
162,470
+1,165
+0.7% +$60.6K 3.45% 12
2021
Q2 		$8.31M Buy
161,305
+1,532
+1% +$79.1K 3.54% 12
2021
Q1 		$7.85M Sell
159,773
-5,180
-3% -$253K 3.56% 11
2020
Q4 		$7.79M Sell
164,953
-2,368
-1% -$104K 3.81% 11
2020
Q3 		$6.84M Buy
167,321
+5,405
+3% +$222K 4.04% 10
2020
Q2 		$6.28M Buy
161,916
+44,958
+38% +$1.64M 4.17% 9
2020
Q1 		$3.9M Buy
116,958
+71,373
+157% +$2.86M 3.15% 9
2019
Q4 		$2.01M Buy
45,585
+3,686
+9% +$157K 1.36% 15
2019
Q3 		$1.72M Sell
41,899
-10,842
-21% -$443K 1.31% 15
2019
Q2 		$2.2M Sell
52,741
-4,780
-8% -$197K 1.68% 14
2019
Q1 		$2.35M Sell
57,521
-23,356
-29% -$933K 1.92% 13
2018
Q4 		$3M Buy
+80,877
New +$3.2M 2.84% 10

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Marshall Financial Group (Pennsylvania)'s VEA Position: Q3 2025 in Review

Marshall Financial Group (Pennsylvania) reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 1.3% in Q3 2025, selling an estimated $134K and leaving 175,655 shares worth $10.5M. The position accounts for 2.9% of the portfolio, ranked #14.

Marshall Financial Group (Pennsylvania) first reported a position in VEA in Q4 2018 and has held it in 28 quarters since. 2,565 funds tracked by Wall St. Rank hold VEA as of Q3 2025.

  • Marshall Financial Group (Pennsylvania) held 175,655 shares of Vanguard FTSE Developed Markets ETF worth $10.5M as of Q3 2025.
  • Marshall Financial Group (Pennsylvania) sold 2,307 Vanguard FTSE Developed Markets ETF shares in Q3 2025, an estimated $134K.
  • Vanguard FTSE Developed Markets ETF made up 2.9% of Marshall Financial Group (Pennsylvania)'s portfolio in Q3 2025, its #14 holding.
  • Marshall Financial Group (Pennsylvania) first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2018 and has held it in 28 quarters since.
  • 2,565 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2025.

Based on Marshall Financial Group (Pennsylvania)'s 13F filing for Q3 2025, filed 4 Nov 2025.