Axim Planning & Wealth’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Axim Planning & Wealth’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 Q4	–	Sell	-4,441	Closed	-$266K	–	96
2025 Q3	$266K	Sell	4,441 -99	-2%	-$5.77K	0.21%	57
2025 Q2	$259K	Sell	4,540 -291	-6%	-$15.6K	0.24%	43
2025 Q1	$246K	Sell	4,831 -99	-2%	-$5.01K	0.22%	29
2024 Q4	$236K	Buy	+4,930	New	+$248K	0.25%	31
2022 Q3	–	Sell	-36	Closed	-$1K	–	172
2022 Q2	$1K	Buy	+36	New	+$1.6K	﹤0.01%	139

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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

Axim Planning & Wealth's VEA Position: Q4 2025 in Review

Axim Planning & Wealth sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q4 2025, closing a stake of 4,441 shares — an estimated $266K sold.

Axim Planning & Wealth first reported a position in VEA in Q2 2022 and held it in 5 quarters. The position peaked at $266K in Q3 2025. 2,816 funds tracked by Wall St. Rank hold VEA as of Q4 2025.

Axim Planning & Wealth reported no remaining Vanguard FTSE Developed Markets ETF position as of Q4 2025 after selling out during the quarter.
Axim Planning & Wealth sold 4,441 Vanguard FTSE Developed Markets ETF shares in Q4 2025, an estimated $266K.
Axim Planning & Wealth first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2022 and held it in 5 quarters.
Axim Planning & Wealth's Vanguard FTSE Developed Markets ETF position peaked at $266K in Q3 2025.
2,816 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2025.

Based on Axim Planning & Wealth's 13F filing for Q4 2025, filed 13 Feb 2026.