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

Milestone Asset Management’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
Q3 		– Sell
-18,567
Closed -$1.06M – 255
2025
Q2 		$1.06M Buy
+18,567
New +$995K 0.22% 82

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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 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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's VEA Position: Q3 2025 in Review

Milestone Asset Management sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q3 2025, closing a stake of 18,567 shares — an estimated $1.06M sold.

Milestone Asset Management first reported a position in VEA in Q2 2025 and held it in 1 quarter. The position peaked at $1.06M in Q2 2025. 2,573 funds tracked by Wall St. Rank hold VEA as of Q3 2025.

  • Milestone Asset Management reported no remaining Vanguard FTSE Developed Markets ETF position as of Q3 2025 after selling out during the quarter.
  • Milestone Asset Management sold 18,567 Vanguard FTSE Developed Markets ETF shares in Q3 2025, an estimated $1.06M.
  • Milestone Asset Management first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2025 and held it in 1 quarter.
  • Milestone Asset Management's Vanguard FTSE Developed Markets ETF position peaked at $1.06M in Q2 2025.
  • 2,573 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2025.

Based on Milestone Asset Management's 13F filing for Q3 2025, filed 15 Oct 2025.