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

BKM Wealth Management’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	$13M	Sell	203,463 -118	-0.1%	-$7.79K	4.76%	2
2025 Q4	$12.7M	Buy	203,581 +5,678	+3%	+$348K	4.65%	2
2025 Q3	$11.9M	Buy	197,903 +5,127	+3%	+$299K	4.37%	4
2025 Q2	$11M	Sell	192,776 -4,241	-2%	-$227K	4.29%	3
2025 Q1	$10M	Buy	197,017 +1,765	+0.9%	+$89.3K	4.12%	4
2024 Q4	$9.34M	Buy	195,252 +3,840	+2%	+$193K	3.83%	5
2024 Q3	$10.1M	Sell	191,412 -149	-0.1%	-$7.58K	4.11%	4
2024 Q2	$9.47M	Buy	191,561 +7,447	+4%	+$371K	4.55%	3
2024 Q1	$9.24M	Sell	184,114 -128,547	-41%	-$6.21M	3.97%	3
2023 Q4	$8.84M	Buy	+312,661	New	+$14M	3.77%	4

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

BKM Wealth Management's VEA Position: Q1 2026 in Review

BKM Wealth Management reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 0.06% in Q1 2026, selling an estimated $7.79K and leaving 203,463 shares worth $13M. The position accounts for 4.76% of the portfolio, ranked #2.

BKM Wealth Management first reported a position in VEA in Q4 2023 and has held it in 10 quarters since. 2,892 funds tracked by Wall St. Rank hold VEA as of Q1 2026.

BKM Wealth Management held 203,463 shares of Vanguard FTSE Developed Markets ETF worth $13M as of Q1 2026.
BKM Wealth Management sold 118 Vanguard FTSE Developed Markets ETF shares in Q1 2026, an estimated $7.79K.
Vanguard FTSE Developed Markets ETF made up 4.76% of BKM Wealth Management's portfolio in Q1 2026, its #2 holding.
BKM Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2023 and has held it in 10 quarters since.
2,892 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2026.

Based on BKM Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.