Mason Investment Advisory Services’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Mason Investment Advisory Services’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	$345K	Buy	4,848 +25	+0.5%	+$1.74K	0.01%	62
2026 Q1	$309K	Buy	4,823 +8	+0.2%	+$528	0.01%	61
2025 Q4	$301K	Sell	4,815 -308	-6%	-$18.9K	0.01%	62
2025 Q3	$307K	Buy	5,123 +25	+0.5%	+$1.46K	0.02%	65
2025 Q2	$291K	Buy	5,098 +40	+0.8%	+$2.14K	0.02%	64
2025 Q1	$257K	Buy	5,058 +353	+8%	+$17.9K	0.02%	67
2024 Q4	$225K	Buy	4,705 +70	+2%	+$3.52K	0.01%	69
2024 Q3	$245K	Buy	4,635 +12	+0.3%	+$610	0.01%	66
2024 Q2	$228K	Buy	4,623 +223	+5%	+$11.1K	0.01%	66
2024 Q1	$221K	Hold	4,400	–	–	0.02%	63
2023 Q4	$211K	Buy	+4,400	New	+$197K	0.02%	61
2023 Q2	–	Sell	-4,767	Closed	-$215K	–	64
2023 Q1	$215K	Sell	4,767 -222	-4%	-$9.89K	0.02%	58
2022 Q4	$209K	Buy	+4,989	New	+$202K	0.02%	86
2022 Q3	–	Sell	-13,231	Closed	-$540K	–	94
2022 Q2	$540K	Sell	13,231 -1,169	-8%	-$52K	0.06%	26
2022 Q1	$692K	Sell	14,400 -807	-5%	-$39.3K	0.06%	60
2021 Q4	$776K	Buy	15,207 +2,195	+17%	+$113K	0.06%	58
2021 Q3	$657K	Buy	13,012 +3,105	+31%	+$161K	0.07%	60
2021 Q2	$510K	Buy	9,907 +5,705	+136%	+$294K	0.05%	61
2021 Q1	$206K	Buy	+4,202	New	+$205K	0.02%	84
2020 Q2	–	Sell	-71,109	Closed	-$2.37M	–	87
2020 Q1	$2.37M	Sell	71,109 -33,922	-32%	-$1.36M	0.4%	8
2019 Q4	$4.63M	Buy	105,031 +3,670	+4%	+$156K	0.68%	8
2019 Q3	$4.16M	Sell	101,361 -4,016	-4%	-$164K	0.67%	8
2019 Q2	$4.4M	Sell	105,377 -61	-0.1%	-$2.51K	0.73%	9
2019 Q1	$4.31M	Buy	+105,438	New	+$4.21M	1.19%	8

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

Mason Investment Advisory Services's VEA Position: Q2 2026 in Review

Mason Investment Advisory Services increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 0.52% in Q2 2026, buying an estimated $1.74K and bringing the position to 4,848 shares worth $345K. The position accounts for 0.01% of the portfolio, ranked #62.

Mason Investment Advisory Services first reported a position in VEA in Q1 2019 and has held it in 24 quarters since. The position peaked at $4.63M in Q4 2019. 3,002 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

Mason Investment Advisory Services held 4,848 shares of Vanguard FTSE Developed Markets ETF worth $345K as of Q2 2026.
Mason Investment Advisory Services bought 25 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $1.74K.
Vanguard FTSE Developed Markets ETF made up 0.01% of Mason Investment Advisory Services's portfolio in Q2 2026, its #62 holding.
Mason Investment Advisory Services first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2019 and has held it in 24 quarters since.
Mason Investment Advisory Services's Vanguard FTSE Developed Markets ETF position peaked at $4.63M in Q4 2019.
3,002 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Mason Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.