BWM Planning’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$568K Hold
8,867
0.15% 58
2025
Q4
$554K Buy
8,867
+18
+0.2% +$1.1K 0.15% 61
2025
Q3
$530K Buy
8,849
+3
+0% +$175 0.16% 59
2025
Q2
$504K Buy
8,846
+5
+0.1% +$268 0.17% 57
2025
Q1
$449K Buy
8,841
+3
+0% +$152 0.19% 57
2024
Q4
$423K Buy
8,838
+430
+5% +$21.6K 0.18% 60
2024
Q3
$444K Buy
+8,408
New +$428K 0.2% 58

Other funds holding VEA

BWM Planning's VEA Position: Q1 2026 in Review

BWM Planning held its Vanguard FTSE Developed Markets ETF (VEA) position steady in Q1 2026 at 8,867 shares worth $568K. The position accounts for 0.15% of the portfolio, ranked #58.

BWM Planning first reported a position in VEA in Q3 2024 and has held it in 7 quarters since. 2,891 funds tracked by Wall St. Rank hold VEA as of Q1 2026.

  • BWM Planning held 8,867 shares of Vanguard FTSE Developed Markets ETF worth $568K as of Q1 2026.
  • BWM Planning left its Vanguard FTSE Developed Markets ETF share count unchanged in Q1 2026.
  • Vanguard FTSE Developed Markets ETF made up 0.15% of BWM Planning's portfolio in Q1 2026, its #58 holding.
  • BWM Planning first reported a position in Vanguard FTSE Developed Markets ETF in Q3 2024 and has held it in 7 quarters since.
  • 2,891 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2026.

Based on BWM Planning's 13F filing for Q1 2026, filed 22 Apr 2026.