Mount Yale Investment Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Mount Yale Investment 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 Q1	$25.4M	Buy	395,812 +42,302	+12%	+$2.79M	0.59%	34
2025 Q4	$22.1M	Buy	353,510 +283,142	+402%	+$17.3M	1.06%	16
2025 Q3	$4.22M	Buy	70,368 +69,531	+8,307%	+$4.05M	0.29%	75
2025 Q2	$47.7K	Buy	+837	New	+$44.8K	﹤0.01%	828
2023 Q1	–	Sell	-41,766	Closed	-$1.75M	–	535
2022 Q4	$1.75M	Buy	+41,766	New	+$1.69M	0.2%	114
2020 Q1	–	Sell	-4,755	Closed	-$203K	–	336
2019 Q4	$203K	Hold	4,755	–	–	0.04%	316
2019 Q3	$205K	Buy	+4,755	New	+$194K	0.04%	294
2019 Q2	–	Sell	-7,207	Closed	-$295K	–	347
2019 Q1	$295K	Sell	7,207 -2,400	-25%	-$95.9K	0.06%	258
2018 Q4	$378K	Buy	9,607 +3,050	+47%	+$121K	0.08%	226
2018 Q3	$268K	Hold	6,557	–	–	0.05%	272
2018 Q2	$281K	Buy	6,557 +113	+2%	+$5.04K	0.05%	261
2018 Q1	$285K	Buy	+6,444	New	+$292K	0.06%	248

Other funds holding VEA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Mount Yale Investment Advisors's VEA Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 12% in Q1 2026, buying an estimated $2.79M and bringing the position to 395,812 shares worth $25.4M. The position accounts for 0.59% of the portfolio, ranked #34.

Mount Yale Investment Advisors first reported a position in VEA in Q1 2018 and has held it in 12 quarters since. 2,894 funds tracked by Wall St. Rank hold VEA as of Q1 2026.

Mount Yale Investment Advisors held 395,812 shares of Vanguard FTSE Developed Markets ETF worth $25.4M as of Q1 2026.
Mount Yale Investment Advisors bought 42,302 Vanguard FTSE Developed Markets ETF shares in Q1 2026, an estimated $2.79M.
Vanguard FTSE Developed Markets ETF made up 0.59% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #34 holding.
Mount Yale Investment Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2018 and has held it in 12 quarters since.
2,894 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.