Medallion Wealth Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Medallion 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 Q1	$1.17M	Sell	18,314 -148	-0.8%	-$9.77K	0.38%	64
2025 Q4	$1.15M	Buy	18,462 +448	+2%	+$27.4K	0.39%	64
2025 Q3	$1.08M	Buy	18,014 +1,619	+10%	+$94.4K	0.38%	65
2025 Q2	$934K	Sell	16,395 -34	-0.2%	-$1.82K	0.36%	68
2025 Q1	$837K	Buy	16,429 +818	+5%	+$41.4K	0.38%	62
2024 Q4	$756K	Buy	+15,611	New	+$784K	0.37%	67

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

Medallion Wealth Advisors's VEA Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 0.8% in Q1 2026, selling an estimated $9.77K and leaving 18,314 shares worth $1.17M. The position accounts for 0.38% of the portfolio, ranked #64.

Medallion Wealth Advisors first reported a position in VEA in Q4 2024 and has held it in 6 quarters since. 2,894 funds tracked by Wall St. Rank hold VEA as of Q1 2026.

Medallion Wealth Advisors held 18,314 shares of Vanguard FTSE Developed Markets ETF worth $1.17M as of Q1 2026.
Medallion Wealth Advisors sold 148 Vanguard FTSE Developed Markets ETF shares in Q1 2026, an estimated $9.77K.
Vanguard FTSE Developed Markets ETF made up 0.38% of Medallion Wealth Advisors's portfolio in Q1 2026, its #64 holding.
Medallion Wealth Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2024 and has held it in 6 quarters since.
2,894 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.