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

Mosaic Financial Group’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 		$248K Hold
3,475
– – 0.16% 117
2026
Q1 		$223K Hold
3,475
– – 0.16% 118
2025
Q4 		$217K Buy
+3,475
New +$213K 0.15% 119

Other funds holding VEA

Bank of America
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Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Mosaic Financial Group's VEA Position: Q2 2026 in Review

Mosaic Financial Group held its Vanguard FTSE Developed Markets ETF (VEA) position steady in Q2 2026 at 3,475 shares worth $248K. The position accounts for 0.16% of the portfolio, ranked #117.

Mosaic Financial Group first reported a position in VEA in Q4 2025 and has held it in 3 quarters since. 2,997 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

  • Mosaic Financial Group held 3,475 shares of Vanguard FTSE Developed Markets ETF worth $248K as of Q2 2026.
  • Mosaic Financial Group left its Vanguard FTSE Developed Markets ETF share count unchanged in Q2 2026.
  • Vanguard FTSE Developed Markets ETF made up 0.16% of Mosaic Financial Group's portfolio in Q2 2026, its #117 holding.
  • Mosaic Financial Group first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,997 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Mosaic Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.