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Milestone Investment Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Milestone Investment 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
Q2 		$2M Sell
28,114
-65
-0.2% -$4.53K 0.43% 44
2026
Q1 		$1.81M Buy
28,179
+1,515
+6% +$100K 0.44% 43
2025
Q4 		$1.67M Buy
26,664
+313
+1% +$19.2K 0.4% 44
2025
Q3 		$1.58M Buy
26,351
+2,559
+11% +$149K 0.39% 44
2025
Q2 		$1.36M Buy
23,792
+2,375
+11% +$127K 0.35% 47
2025
Q1 		$1.09M Buy
21,417
+1,112
+5% +$56.3K 0.3% 47
2024
Q4 		$971K Sell
20,305
-610
-3% -$30.6K 0.26% 46
2024
Q3 		$1.1M Buy
20,915
+1,381
+7% +$70.2K 0.31% 45
2024
Q2 		$965K Buy
19,534
+112
+0.6% +$5.57K 0.26% 46
2024
Q1 		$974K Buy
19,422
+1
+0% +$48 0.26% 45
2023
Q4 		$930K Buy
19,421
+1
+0% +$45 0.27% 46
2023
Q3 		$849K Buy
19,420
+8,384
+76% +$384K 0.24% 47
2023
Q2 		$510K Buy
11,036
+40
+0.4% +$1.84K 0.16% 50
2023
Q1 		$497K Sell
10,996
-4,608
-30% -$205K 0.15% 57
2022
Q4 		$655K Buy
+15,604
New +$632K 0.23% 43

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 Investment Advisors's VEA Position: Q2 2026 in Review

Milestone Investment Advisors reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 0.23% in Q2 2026, selling an estimated $4.53K and leaving 28,114 shares worth $2M. The position accounts for 0.43% of the portfolio, ranked #44.

Milestone Investment Advisors first reported a position in VEA in Q4 2022 and has held it in 15 quarters since. 2,985 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

  • Milestone Investment Advisors held 28,114 shares of Vanguard FTSE Developed Markets ETF worth $2M as of Q2 2026.
  • Milestone Investment Advisors sold 65 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $4.53K.
  • Vanguard FTSE Developed Markets ETF made up 0.43% of Milestone Investment Advisors's portfolio in Q2 2026, its #44 holding.
  • Milestone Investment Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2022 and has held it in 15 quarters since.
  • 2,985 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Milestone Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.