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

Wallace 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
2026 Q1	$234K	Hold	3,645	–	–	0.25%	109
2025 Q4	$228K	Hold	3,645	–	–	0.24%	117
2025 Q3	$208K	Buy	+3,645	New	+$212K	0.17%	161
2025 Q2	–	Sell	-10,707	Closed	-$512K	–	194
2025 Q1	$512K	Buy	10,707 +6,788	+173%	+$343K	0.35%	80
2024 Q4	$207K	Buy	+3,919	New	+$197K	0.14%	169
2024 Q2	–	Sell	-4,374	Closed	-$210K	–	196
2024 Q1	$210K	Buy	+4,374	New	+$211K	0.16%	158
2023 Q4	–	Sell	-4,374	Closed	-$202K	–	178
2023 Q3	$202K	Buy	+4,374	New	+$200K	0.15%	165

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

Wallace Advisory Group's VEA Position: Q1 2026 in Review

Wallace Advisory Group held its Vanguard FTSE Developed Markets ETF (VEA) position steady in Q1 2026 at 3,645 shares worth $234K. The position accounts for 0.25% of the portfolio, ranked #109.

Wallace Advisory Group first reported a position in VEA in Q3 2023 and has held it in 7 quarters since. The position peaked at $512K in Q1 2025. 2,891 funds tracked by Wall St. Rank hold VEA as of Q1 2026.

Wallace Advisory Group held 3,645 shares of Vanguard FTSE Developed Markets ETF worth $234K as of Q1 2026.
Wallace Advisory Group left its Vanguard FTSE Developed Markets ETF share count unchanged in Q1 2026.
Vanguard FTSE Developed Markets ETF made up 0.25% of Wallace Advisory Group's portfolio in Q1 2026, its #109 holding.
Wallace Advisory Group first reported a position in Vanguard FTSE Developed Markets ETF in Q3 2023 and has held it in 7 quarters since.
Wallace Advisory Group's Vanguard FTSE Developed Markets ETF position peaked at $512K in Q1 2025.
2,891 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2026.

Based on Wallace Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.