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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
Q2 		$2.32M Sell
32,540
-280
-0.9% -$19.5K 1.17% 29
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 $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Milestone Asset Management Group's VEA Position: Q2 2026 in Review

Milestone Asset Management Group reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 0.85% in Q2 2026, selling an estimated $19.5K and leaving 32,540 shares worth $2.32M. The position accounts for 1.17% of the portfolio, ranked #29.

Milestone Asset Management Group first reported a position in VEA in Q4 2024 and has held it in 7 quarters since. 2,997 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

  • Milestone Asset Management Group held 32,540 shares of Vanguard FTSE Developed Markets ETF worth $2.32M as of Q2 2026.
  • Milestone Asset Management Group sold 280 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $19.5K.
  • Vanguard FTSE Developed Markets ETF made up 1.17% of Milestone Asset Management Group's portfolio in Q2 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 7 quarters since.
  • 2,997 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Milestone Asset Management Group's 13F filing for Q2 2026, filed 30 Jul 2026.