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MorganRosel Wealth Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

MorganRosel Wealth 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
2026
Q1 		$6.09M Sell
94,973
-25,792
-21% -$1.7M 2.4% 9
2025
Q4 		$7.54M Buy
120,765
+12,562
+12% +$770K 1.89% 20
2025
Q3 		$6.48M Buy
108,203
+8,886
+9% +$518K 1.68% 21
2025
Q2 		$5.66M Buy
99,317
+5,967
+6% +$320K 1.54% 21
2025
Q1 		$4.74M Buy
93,350
+22,209
+31% +$1.12M 1.44% 22
2024
Q4 		$3.4M Buy
71,141
+400
+0.6% +$20.1K 1.12% 22
2024
Q3 		$3.74M Sell
70,741
-255
-0.4% -$13K 1.23% 21
2024
Q2 		$3.51M Buy
70,996
+5,075
+8% +$253K 1.24% 21
2024
Q1 		$3.31M Buy
65,921
+22,358
+51% +$1.08M 1.18% 21
2023
Q4 		$2.09M Sell
43,563
-3,039
-7% -$136K 0.81% 24
2023
Q3 		$2.04M Buy
46,602
+3,838
+9% +$176K 0.85% 23
2023
Q2 		$1.97M Buy
42,764
+12,627
+42% +$581K 0.81% 24
2023
Q1 		$1.36M Buy
30,137
+7,916
+36% +$353K 0.58% 29
2022
Q4 		$933K Buy
22,221
+7,900
+55% +$320K 0.43% 47
2022
Q3 		$521K Buy
14,321
+1,856
+15% +$75.6K 0.26% 67
2022
Q2 		$509K Sell
12,465
-1,342
-10% -$59.7K 0.27% 68
2022
Q1 		$663K Buy
+13,807
New +$672K 0.32% 59
2021
Q4 		– Sell
-11,018
Closed -$556K – 92
2021
Q3 		$556K Sell
11,018
-1,825
-14% -$94.9K 0.3% 60
2021
Q2 		$662K Sell
12,843
-376
-3% -$19.4K 0.37% 55
2021
Q1 		$649K Buy
+13,219
New +$646K 0.41% 54

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

MorganRosel Wealth Management's VEA Position: Q1 2026 in Review

MorganRosel Wealth Management reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 21% in Q1 2026, selling an estimated $1.7M and leaving 94,973 shares worth $6.09M. The position accounts for 2.4% of the portfolio, ranked #9.

MorganRosel Wealth Management first reported a position in VEA in Q1 2021 and has held it in 20 quarters since. The position peaked at $7.54M in Q4 2025. 2,891 funds tracked by Wall St. Rank hold VEA as of Q1 2026.

  • MorganRosel Wealth Management held 94,973 shares of Vanguard FTSE Developed Markets ETF worth $6.09M as of Q1 2026.
  • MorganRosel Wealth Management sold 25,792 Vanguard FTSE Developed Markets ETF shares in Q1 2026, an estimated $1.7M.
  • Vanguard FTSE Developed Markets ETF made up 2.4% of MorganRosel Wealth Management's portfolio in Q1 2026, its #9 holding.
  • MorganRosel Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2021 and has held it in 20 quarters since.
  • MorganRosel Wealth Management's Vanguard FTSE Developed Markets ETF position peaked at $7.54M in Q4 2025.
  • 2,891 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2026.

Based on MorganRosel Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.