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

ProVise 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
Q2 		$262K Buy
3,674
+55
+2% +$3.83K 0.02% 243
2026
Q1 		$232K Buy
3,619
+406
+13% +$26.8K 0.02% 244
2025
Q4 		$201K Buy
+3,213
New +$197K 0.01% 249
2024
Q2 		– Sell
-5,824
Closed -$292K – 307
2024
Q1 		$292K Sell
5,824
-2,216
-28% -$107K 0.03% 247
2023
Q4 		$385K Buy
8,040
+2,724
+51% +$122K 0.03% 252
2023
Q3 		$232K Sell
5,316
-58
-1% -$2.65K 0.02% 299
2023
Q2 		$248K Sell
5,374
-1,149
-18% -$52.8K 0.02% 303
2023
Q1 		$295K Buy
+6,523
New +$291K 0.03% 285
2018
Q3 		– Sell
-9,311
Closed -$399K – 342
2018
Q2 		$399K Sell
9,311
-988
-10% -$44K 0.03% 240
2018
Q1 		$456K Sell
10,299
-75
-0.7% -$3.4K 0.07% 211
2017
Q4 		$465K Hold
10,374
– – 0.07% 216
2017
Q3 		$450K Buy
10,374
+971
+10% +$41.2K 0.07% 220
2017
Q2 		$388K Buy
9,403
+4,171
+80% +$170K 0.06% 240
2017
Q1 		$205K Buy
+5,232
New +$200K 0.03% 298
2016
Q4 		– Sell
-7,393
Closed -$276K – 347
2016
Q3 		$276K Buy
7,393
+715
+11% +$26.3K 0.05% 271
2016
Q2 		$236K Sell
6,678
-1,807
-21% -$65.3K 0.04% 269
2016
Q1 		$304K Sell
8,485
-130
-2% -$4.49K 0.06% 227
2015
Q4 		$316K Buy
+8,615
New +$323K 0.07% 226

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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 22.9% 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

ProVise Management Group's VEA Position: Q2 2026 in Review

ProVise Management Group increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 1.5% in Q2 2026, buying an estimated $3.83K and bringing the position to 3,674 shares worth $262K. The position accounts for 0.02% of the portfolio, ranked #243.

ProVise Management Group first reported a position in VEA in Q4 2015 and has held it in 18 quarters since. The position peaked at $465K in Q4 2017. 3,011 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

  • ProVise Management Group held 3,674 shares of Vanguard FTSE Developed Markets ETF worth $262K as of Q2 2026.
  • ProVise Management Group bought 55 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $3.83K.
  • Vanguard FTSE Developed Markets ETF made up 0.02% of ProVise Management Group's portfolio in Q2 2026, its #243 holding.
  • ProVise Management Group first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2015 and has held it in 18 quarters since.
  • ProVise Management Group's Vanguard FTSE Developed Markets ETF position peaked at $465K in Q4 2017.
  • 3,011 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on ProVise Management Group's 13F filing for Q2 2026, filed 3 Aug 2026.