Morton Brown Family Wealth’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Morton Brown Family 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
2026 Q2	$38M	Buy	532,635 +25,118	+5%	+$1.75M	8.6%	3
2026 Q1	$32.5M	Buy	507,517 +15,609	+3%	+$1.03M	8.59%	3
2025 Q4	$30.7M	Buy	491,908 +7,124	+1%	+$436K	8.37%	3
2025 Q3	$29M	Buy	484,784 +2,477	+0.5%	+$144K	8.34%	3
2025 Q2	$27.5M	Buy	482,307 +42,503	+10%	+$2.28M	8.36%	3
2025 Q1	$22.4M	Buy	439,804 +16,197	+4%	+$820K	7.6%	3
2024 Q4	$20.3M	Buy	423,607 +21,121	+5%	+$1.06M	7.06%	4
2024 Q3	$21.3M	Buy	402,486 +24,676	+7%	+$1.25M	7.55%	3
2024 Q2	$19.1M	Buy	377,810 +17,437	+5%	+$868K	7.55%	3
2024 Q1	$18.1M	Buy	360,373 +9,558	+3%	+$462K	7.46%	4
2023 Q4	$16.8M	Buy	350,815 +22,651	+7%	+$1.01M	7.36%	4
2023 Q3	$14.3M	Buy	328,164 +29,271	+10%	+$1.34M	7.33%	3
2023 Q2	$13.8M	Buy	298,893 +41,011	+16%	+$1.89M	7.37%	2
2023 Q1	$11.6M	Buy	257,882 +30,029	+13%	+$1.34M	6.95%	3
2022 Q4	$9.56M	Buy	227,853 +25,914	+13%	+$1.05M	6.52%	3
2022 Q3	$7.34M	Sell	201,939 -7,968	-4%	-$325K	5.85%	5
2022 Q2	$8.56M	Buy	209,907 +9,389	+5%	+$417K	6.63%	3
2022 Q1	$9.63M	Buy	200,518 +19,800	+11%	+$964K	7.28%	2
2021 Q4	$9.23M	Buy	+180,718	New	+$9.28M	7.07%	2

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

Morton Brown Family Wealth's VEA Position: Q2 2026 in Review

Morton Brown Family Wealth increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 4.9% in Q2 2026, buying an estimated $1.75M and bringing the position to 532,635 shares worth $38M. The position accounts for 8.6% of the portfolio, ranked #3.

Morton Brown Family Wealth first reported a position in VEA in Q4 2021 and has held it in 19 quarters since. 2,997 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

Morton Brown Family Wealth held 532,635 shares of Vanguard FTSE Developed Markets ETF worth $38M as of Q2 2026.
Morton Brown Family Wealth bought 25,118 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $1.75M.
Vanguard FTSE Developed Markets ETF made up 8.6% of Morton Brown Family Wealth's portfolio in Q2 2026, its #3 holding.
Morton Brown Family Wealth first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2021 and has held it in 19 quarters since.
2,997 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.