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

Sonora Investment 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
2025 Q3	$476K	Buy	7,941 +339	+4%	+$19.8K	0.03%	169
2025 Q2	$433K	Sell	7,602 -201	-3%	-$10.8K	0.03%	180
2025 Q1	$397K	Sell	7,803 -1,483	-16%	-$75K	0.03%	186
2024 Q4	$444K	Buy	9,286 +4,522	+95%	+$227K	0.03%	182
2024 Q3	$252K	Buy	+4,764	New	+$242K	0.02%	237
2023 Q2	–	Sell	-5,453	Closed	-$246K	–	284
2023 Q1	$246K	Sell	5,453 -4,878	-47%	-$217K	0.02%	228
2022 Q4	$434K	Buy	+10,331	New	+$418K	0.04%	169

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Sonora Investment Management Group's VEA Position: Q3 2025 in Review

Sonora Investment Management Group increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 4.5% in Q3 2025, buying an estimated $19.8K and bringing the position to 7,941 shares worth $476K. The position accounts for 0.03% of the portfolio, ranked #169.

Sonora Investment Management Group first reported a position in VEA in Q4 2022 and has held it in 7 quarters since. 2,566 funds tracked by Wall St. Rank hold VEA as of Q3 2025.

Sonora Investment Management Group held 7,941 shares of Vanguard FTSE Developed Markets ETF worth $476K as of Q3 2025.
Sonora Investment Management Group bought 339 Vanguard FTSE Developed Markets ETF shares in Q3 2025, an estimated $19.8K.
Vanguard FTSE Developed Markets ETF made up 0.03% of Sonora Investment Management Group's portfolio in Q3 2025, its #169 holding.
Sonora Investment Management Group first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2022 and has held it in 7 quarters since.
2,566 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.