Marshall Investment Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Marshall Investment 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	$274K	Buy	4,274 +936	+28%	+$61.8K	0.13%	66
2025 Q4	$209K	Sell	3,338 -106	-3%	-$6.49K	0.1%	75
2025 Q3	$206K	Buy	+3,444	New	+$201K	0.11%	75
2025 Q2	–	Sell	-3,222	Closed	-$164K	–	216
2025 Q1	$164K	Sell	3,222 -562	-15%	-$28.4K	0.1%	76
2024 Q4	$200K	Buy	+3,784	New	+$190K	0.12%	66

Other funds holding VEA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Marshall Investment Management's VEA Position: Q1 2026 in Review

Marshall Investment Management increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 28% in Q1 2026, buying an estimated $61.8K and bringing the position to 4,274 shares worth $274K. The position accounts for 0.13% of the portfolio, ranked #66.

Marshall Investment Management first reported a position in VEA in Q4 2024 and has held it in 5 quarters since. 2,891 funds tracked by Wall St. Rank hold VEA as of Q1 2026.

Marshall Investment Management held 4,274 shares of Vanguard FTSE Developed Markets ETF worth $274K as of Q1 2026.
Marshall Investment Management bought 936 Vanguard FTSE Developed Markets ETF shares in Q1 2026, an estimated $61.8K.
Vanguard FTSE Developed Markets ETF made up 0.13% of Marshall Investment Management's portfolio in Q1 2026, its #66 holding.
Marshall Investment Management first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2024 and has held it in 5 quarters since.
2,891 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2026.

Based on Marshall Investment Management's 13F filing for Q1 2026, filed 8 May 2026.