Morton Capital Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Morton Capital 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 Q2	$510K	Buy	7,158 +1,183	+20%	+$82.4K	0.07%	84
2026 Q1	$383K	Buy	5,975 +1,233	+26%	+$81.4K	0.06%	85
2025 Q4	$296K	Sell	4,742 -1,279	-21%	-$78.3K	0.05%	101
2025 Q3	$361K	Buy	6,021 +831	+16%	+$48.4K	0.06%	85
2025 Q2	$296K	Sell	5,190 -797	-13%	-$42.7K	0.05%	93
2025 Q1	$304K	Buy	5,987 +2	+0%	+$101	0.06%	87
2024 Q4	$286K	Buy	5,985 +7	+0.1%	+$352	0.05%	89
2024 Q3	$316K	Sell	5,978 -2,774	-32%	-$141K	0.06%	83
2024 Q2	$433K	Sell	8,752 -2,823	-24%	-$140K	0.1%	65
2024 Q1	$581K	Sell	11,575 -1,437	-11%	-$69.4K	0.16%	57
2023 Q4	$623K	Buy	13,012 +3,385	+35%	+$152K	0.19%	50
2023 Q3	$421K	Hold	9,627	–	–	0.15%	60
2023 Q2	$445K	Hold	9,627	–	–	0.15%	62
2023 Q1	$435K	Hold	9,627	–	–	0.15%	61
2022 Q4	$404K	Sell	9,627 -7,723	-45%	-$313K	0.16%	58
2022 Q3	$631K	Buy	17,350 +1,634	+10%	+$66.6K	0.29%	34
2022 Q2	$641K	Sell	15,716 -15	-0.1%	-$667	0.28%	37
2022 Q1	$756K	Hold	15,731	–	–	0.31%	34
2021 Q4	$803K	Buy	+15,731	New	+$808K	0.33%	36

Other funds holding VEA

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

CAM

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

Morton Capital Management's VEA Position: Q2 2026 in Review

Morton Capital Management increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 20% in Q2 2026, buying an estimated $82.4K and bringing the position to 7,158 shares worth $510K. The position accounts for 0.07% of the portfolio, ranked #84.

Morton Capital Management first reported a position in VEA in Q4 2021 and has held it in 19 quarters since. The position peaked at $803K in Q4 2021. 1,025 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

Morton Capital Management held 7,158 shares of Vanguard FTSE Developed Markets ETF worth $510K as of Q2 2026.
Morton Capital Management bought 1,183 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $82.4K.
Vanguard FTSE Developed Markets ETF made up 0.07% of Morton Capital Management's portfolio in Q2 2026, its #84 holding.
Morton Capital Management first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2021 and has held it in 19 quarters since.
Morton Capital Management's Vanguard FTSE Developed Markets ETF position peaked at $803K in Q4 2021.
1,025 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Morton Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.