Monument Group Wealth Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Monument Group Wealth 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	$10.5M	Buy	260,571 +112,887	+76%	+$7.86M	5.03%	4
2026 Q1	$9.46M	Sell	147,684 -6,996	-5%	-$462K	5.25%	4
2025 Q4	$9.66M	Sell	154,680 -10,940	-7%	-$670K	5.27%	4
2025 Q3	$9.92M	Buy	165,620 +7,699	+5%	+$449K	5.84%	4
2025 Q2	$9M	Sell	157,921 -20,241	-11%	-$1.08M	5.67%	4
2025 Q1	$9.06M	Buy	178,162 +804	+0.5%	+$40.7K	6.28%	4
2024 Q4	$8.48M	Sell	177,358 -14,098	-7%	-$708K	6%	4
2024 Q3	$10.1M	Sell	191,456 -610	-0.3%	-$31K	6.08%	4
2024 Q2	$9.49M	Sell	192,066 -2,244	-1%	-$112K	6.38%	4
2024 Q1	$9.75M	Sell	194,310 -5,525	-3%	-$267K	7.22%	4
2023 Q4	$9.57M	Buy	+199,835	New	+$8.95M	8.16%	4

Other funds holding VEA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Monument Group Wealth Advisors's VEA Position: Q2 2026 in Review

Monument Group Wealth Advisors increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 76% in Q2 2026, buying an estimated $7.86M and bringing the position to 260,571 shares worth $10.5M. The position accounts for 5.03% of the portfolio, ranked #4.

Monument Group Wealth Advisors first reported a position in VEA in Q4 2023 and has held it in 11 quarters since. 2,984 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

Monument Group Wealth Advisors held 260,571 shares of Vanguard FTSE Developed Markets ETF worth $10.5M as of Q2 2026.
Monument Group Wealth Advisors bought 112,887 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $7.86M.
Vanguard FTSE Developed Markets ETF made up 5.03% of Monument Group Wealth Advisors's portfolio in Q2 2026, its #4 holding.
Monument Group Wealth Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2023 and has held it in 11 quarters since.
2,984 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Monument Group Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.