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Milestone Asset Management Group’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Milestone Asset Management Group’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 		$2.1M Buy
32,820
+49
+0.1% +$3.23K 1.23% 29
2025
Q4 		$2.05M Buy
32,771
+912
+3% +$55.9K 1.16% 29
2025
Q3 		$1.91M Buy
31,859
+1
+0% +$58 1.2% 27
2025
Q2 		$1.82M Buy
31,858
+2,618
+9% +$140K 1.34% 27
2025
Q1 		$1.49M Buy
29,240
+2,047
+8% +$104K 1.34% 27
2024
Q4 		$1.3M Buy
+27,193
New +$1.37M 1.16% 28

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Milestone Asset Management Group's VEA Position: Q1 2026 in Review

Milestone Asset Management Group increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 0.15% in Q1 2026, buying an estimated $3.23K and bringing the position to 32,820 shares worth $2.1M. The position accounts for 1.23% of the portfolio, ranked #29.

Milestone Asset Management Group first reported a position in VEA in Q4 2024 and has held it in 6 quarters since. 2,891 funds tracked by Wall St. Rank hold VEA as of Q1 2026.

  • Milestone Asset Management Group held 32,820 shares of Vanguard FTSE Developed Markets ETF worth $2.1M as of Q1 2026.
  • Milestone Asset Management Group bought 49 Vanguard FTSE Developed Markets ETF shares in Q1 2026, an estimated $3.23K.
  • Vanguard FTSE Developed Markets ETF made up 1.23% of Milestone Asset Management Group's portfolio in Q1 2026, its #29 holding.
  • Milestone Asset Management Group first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2024 and has held it in 6 quarters since.
  • 2,891 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2026.

Based on Milestone Asset Management Group's 13F filing for Q1 2026, filed 15 May 2026.