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

Private Wealth Management 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 Q1	$2.5M	Sell	38,982 -628	-2%	-$41.4K	0.66%	24
2025 Q4	$2.47M	Sell	39,610 -1,986	-5%	-$122K	0.66%	23
2025 Q3	$2.49M	Sell	41,596 -1,928	-4%	-$112K	0.69%	24
2025 Q2	$2.48M	Sell	43,524 -396	-0.9%	-$21.2K	0.82%	23
2025 Q1	$2.23M	Buy	43,920 +2,327	+6%	+$118K	0.82%	21
2024 Q4	$1.99M	Sell	41,593 -1,341	-3%	-$67.3K	0.76%	21
2024 Q3	$2.27M	Sell	42,934 -1,829	-4%	-$93K	0.9%	20
2024 Q2	$2.21M	Sell	44,763 -892	-2%	-$44.4K	0.96%	19
2024 Q1	$2.29M	Sell	45,655 -3,834	-8%	-$185K	1.04%	18
2023 Q4	$2.37M	Buy	+49,489	New	+$2.22M	1.16%	18

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

Private Wealth Management Group's VEA Position: Q1 2026 in Review

Private Wealth Management Group reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 1.6% in Q1 2026, selling an estimated $41.4K and leaving 38,982 shares worth $2.5M. The position accounts for 0.66% of the portfolio, ranked #24.

Private Wealth Management Group first reported a position in VEA in Q4 2023 and has held it in 10 quarters since. 2,891 funds tracked by Wall St. Rank hold VEA as of Q1 2026.

Private Wealth Management Group held 38,982 shares of Vanguard FTSE Developed Markets ETF worth $2.5M as of Q1 2026.
Private Wealth Management Group sold 628 Vanguard FTSE Developed Markets ETF shares in Q1 2026, an estimated $41.4K.
Vanguard FTSE Developed Markets ETF made up 0.66% of Private Wealth Management Group's portfolio in Q1 2026, its #24 holding.
Private Wealth Management Group first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2023 and has held it in 10 quarters since.
2,891 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.