Marshall & Sterling Wealth Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Marshall & Sterling Wealth Advisors’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 Q2	$322K	Buy	4,513 +2,861	+173%	+$199K	0.19%	82
2026 Q1	$106K	Buy	1,652 +1,527	+1,222%	+$101K	0.07%	112
2025 Q4	$7.81K	Sell	125 -371	-75%	-$22.7K	0.01%	242
2025 Q3	$29.7K	Hold	496	–	–	0.02%	230
2025 Q2	$28.3K	Sell	496 -205	-29%	-$11K	0.02%	229
2025 Q1	$35.6K	Buy	701 +205	+41%	+$10.4K	0.02%	196
2024 Q4	$23.7K	Buy	+496	New	+$24.9K	0.02%	182

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 22.96% 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

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

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

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

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

Marshall & Sterling Wealth Advisors's VEA Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 173% in Q2 2026, buying an estimated $199K and bringing the position to 4,513 shares worth $322K. The position accounts for 0.19% of the portfolio, ranked #82.

Marshall & Sterling Wealth Advisors first reported a position in VEA in Q4 2024 and has held it in 7 quarters since. 3,007 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

Marshall & Sterling Wealth Advisors held 4,513 shares of Vanguard FTSE Developed Markets ETF worth $322K as of Q2 2026.
Marshall & Sterling Wealth Advisors bought 2,861 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $199K.
Vanguard FTSE Developed Markets ETF made up 0.19% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #82 holding.
Marshall & Sterling Wealth Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2024 and has held it in 7 quarters since.
3,007 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.