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Mattson Financial Services’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Mattson Financial 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
2025
Q2 		– Sell
-1,302
Closed -$66.2K – 337
2025
Q1 		$66.2K Buy
1,302
+1,141
+709% +$57.7K 0.02% 177
2024
Q4 		$8.5K Buy
+161
New +$8.09K ﹤0.01% 264

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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Mattson Financial Services's VEA Position: Q2 2025 in Review

Mattson Financial Services sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q2 2025, closing a stake of 1,302 shares — an estimated $66.2K sold.

Mattson Financial Services first reported a position in VEA in Q4 2024 and held it in 2 quarters. The position peaked at $66.2K in Q1 2025. 2,544 funds tracked by Wall St. Rank hold VEA as of Q2 2025.

  • Mattson Financial Services reported no remaining Vanguard FTSE Developed Markets ETF position as of Q2 2025 after selling out during the quarter.
  • Mattson Financial Services sold 1,302 Vanguard FTSE Developed Markets ETF shares in Q2 2025, an estimated $66.2K.
  • Mattson Financial Services first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2024 and held it in 2 quarters.
  • Mattson Financial Services's Vanguard FTSE Developed Markets ETF position peaked at $66.2K in Q1 2025.
  • 2,544 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2025.

Based on Mattson Financial Services's 13F filing for Q2 2025, filed 29 Jul 2025.