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Montis Financial’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Montis Financial’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 		$31.4M Sell
490,620
-67,115
-12% -$4.43M 6.5% 4
2025
Q4 		$34.8M Buy
557,735
+26,024
+5% +$1.59M 6.89% 2
2025
Q3 		$31.9M Buy
531,711
+35,771
+7% +$2.08M 7.35% 1
2025
Q2 		$28.3M Buy
495,940
+137,268
+38% +$7.35M 7.86% 3
2025
Q1 		$18.2M Buy
358,672
+72,663
+25% +$3.68M 5.36% 5
2024
Q4 		$13.7M Buy
286,009
+12,692
+5% +$637K 4.22% 6
2024
Q3 		$14.4M Sell
273,317
-1,029
-0.4% -$52.3K 5.13% 6
2024
Q2 		$13.6M Buy
274,346
+29,733
+12% +$1.48M 6.22% 6
2024
Q1 		$12.3M Sell
244,613
-4,529
-2% -$219K 5.83% 6
2023
Q4 		$11.9M Buy
249,142
+4,270
+2% +$191K 7.09% 4
2023
Q3 		$10.7M Buy
244,872
+8,157
+3% +$373K 7.17% 5
2023
Q2 		$10.9M Buy
236,715
+138,756
+142% +$6.38M 7.21% 4
2023
Q1 		$4.42M Buy
97,959
+36,767
+60% +$1.64M 3.42% 7
2022
Q4 		$2.57M Buy
+61,192
New +$2.48M 2.17% 8

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

Montis Financial's VEA Position: Q1 2026 in Review

Montis Financial reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 12% in Q1 2026, selling an estimated $4.43M and leaving 490,620 shares worth $31.4M. The position accounts for 6.5% of the portfolio, ranked #4.

Montis Financial first reported a position in VEA in Q4 2022 and has held it in 14 quarters since. The position peaked at $34.8M in Q4 2025. 2,891 funds tracked by Wall St. Rank hold VEA as of Q1 2026.

  • Montis Financial held 490,620 shares of Vanguard FTSE Developed Markets ETF worth $31.4M as of Q1 2026.
  • Montis Financial sold 67,115 Vanguard FTSE Developed Markets ETF shares in Q1 2026, an estimated $4.43M.
  • Vanguard FTSE Developed Markets ETF made up 6.5% of Montis Financial's portfolio in Q1 2026, its #4 holding.
  • Montis Financial first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2022 and has held it in 14 quarters since.
  • Montis Financial's Vanguard FTSE Developed Markets ETF position peaked at $34.8M in Q4 2025.
  • 2,891 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2026.

Based on Montis Financial's 13F filing for Q1 2026, filed 11 May 2026.