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Monterey Private Wealth’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Monterey Private Wealth’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
Q1 		$38.6M Buy
759,112
+42,903
+6% +$2.17M 11.37% 2
2024
Q4 		$34.2M Buy
716,209
+74,909
+12% +$3.76M 11.29% 2
2024
Q3 		$33.9M Buy
641,300
+100,705
+19% +$5.12M 11.54% 2
2024
Q2 		$26.7M Buy
540,595
+29,063
+6% +$1.45M 9.99% 2
2024
Q1 		$25.7M Buy
511,532
+40,154
+9% +$1.94M 10.3% 2
2023
Q4 		$22.6M Buy
471,378
+20,060
+4% +$898K 10.19% 2
2023
Q3 		$19.7M Buy
451,318
+41,010
+10% +$1.88M 9.92% 2
2023
Q2 		$18.9M Buy
410,308
+20,944
+5% +$963K 9.18% 2
2023
Q1 		$17.6M Buy
389,364
+28,407
+8% +$1.27M 9.03% 2
2022
Q4 		$15.1M Buy
360,957
+14,050
+4% +$569K 8.18% 2
2022
Q3 		$12.7M Buy
346,907
+131,343
+61% +$5.35M 7.6% 2
2022
Q2 		$8.79M Buy
215,564
+59,231
+38% +$2.63M 5.03% 5
2022
Q1 		$7.63M Buy
156,333
+19,971
+15% +$972K 3.68% 8
2021
Q4 		$6.96M Sell
136,362
-29,509
-18% -$1.52M 3.45% 8
2021
Q3 		$8.37M Buy
165,871
+138,293
+501% +$7.19M 4.7% 6
2021
Q2 		$1.42M Buy
27,578
+2,770
+11% +$143K 0.82% 21
2021
Q1 		$1.27M Buy
24,808
+5,771
+30% +$282K 0.7% 22
2020
Q4 		$899K Buy
19,037
+376
+2% +$16.5K 0.52% 27
2020
Q3 		$763K Buy
18,661
+3,275
+21% +$134K 0.49% 27
2020
Q2 		$597K Buy
+15,386
New +$562K 0.43% 31

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Monterey Private Wealth's VEA Position: Q1 2025 in Review

Monterey Private Wealth increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 6% in Q1 2025, buying an estimated $2.17M and bringing the position to 759,112 shares worth $38.6M. The position accounts for 11.37% of the portfolio, ranked #2.

Monterey Private Wealth first reported a position in VEA in Q2 2020 and has held it in 20 quarters since. 2,467 funds tracked by Wall St. Rank hold VEA as of Q1 2025.

  • Monterey Private Wealth held 759,112 shares of Vanguard FTSE Developed Markets ETF worth $38.6M as of Q1 2025.
  • Monterey Private Wealth bought 42,903 Vanguard FTSE Developed Markets ETF shares in Q1 2025, an estimated $2.17M.
  • Vanguard FTSE Developed Markets ETF made up 11.37% of Monterey Private Wealth's portfolio in Q1 2025, its #2 holding.
  • Monterey Private Wealth first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2020 and has held it in 20 quarters since.
  • 2,467 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2025.

Based on Monterey Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.