Private Advisory Group’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Private Advisory 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
2025 Q1	–	Sell	-5,566	Closed	-$266K	–	240
2024 Q4	$266K	Buy	+5,566	New	+$280K	0.03%	184
2024 Q2	–	Sell	-4,945	Closed	-$248K	–	210
2024 Q1	$248K	Buy	4,945 +347	+8%	+$16.8K	0.04%	167
2023 Q4	$220K	Buy	+4,598	New	+$206K	0.04%	184
2022 Q2	–	Sell	-5,624	Closed	-$270K	–	203
2022 Q1	$270K	Buy	+5,624	New	+$274K	0.05%	142
2020 Q2	–	Sell	-90,694	Closed	-$3.02M	–	131
2020 Q1	$3.02M	Buy	+90,694	New	+$3.64M	1.54%	24
2019 Q2	–	Sell	-162,347	Closed	-$6.02M	–	150
2019 Q1	$6.02M	Hold	162,347	–	–	3.38%	3
2018 Q4	$6.02M	Sell	162,347 -109,485	-40%	-$4.33M	3.38%	3
2018 Q3	$11.1M	Buy	271,832 +250,186	+1,156%	+$10.8M	5.68%	1
2018 Q2	$929K	Buy	+21,646	New	+$965K	0.47%	72

Other funds holding VEA

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

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

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

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

Private Advisory Group's VEA Position: Q1 2025 in Review

Private Advisory Group sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q1 2025, closing a stake of 5,566 shares — an estimated $266K sold.

Private Advisory Group first reported a position in VEA in Q2 2018 and held it in 9 quarters. The position peaked at $11.1M in Q3 2018. 2,467 funds tracked by Wall St. Rank hold VEA as of Q1 2025.

Private Advisory Group reported no remaining Vanguard FTSE Developed Markets ETF position as of Q1 2025 after selling out during the quarter.
Private Advisory Group sold 5,566 Vanguard FTSE Developed Markets ETF shares in Q1 2025, an estimated $266K.
Private Advisory Group first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2018 and held it in 9 quarters.
Private Advisory Group's Vanguard FTSE Developed Markets ETF position peaked at $11.1M in Q3 2018.
2,467 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2025.

Based on Private Advisory Group's 13F filing for Q1 2025, filed 8 May 2025.