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

Compass Planning Associates’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 Q3	$1.6M	Sell	22,612 -1,314	-5%	-$94.3K	0.84%	15
2026 Q2	$1.7M	Buy	23,926 +43	+0.2%	+$3K	0.92%	13
2026 Q1	$1.53M	Buy	23,883 +13	+0.1%	+$858	0.98%	12
2025 Q4	$1.49M	Buy	23,870 +1,478	+7%	+$90.5K	1.03%	12
2025 Q3	$1.34M	Sell	22,392 -6,227	-22%	-$363K	1.23%	11
2025 Q2	$1.63M	Buy	28,619 +1,205	+4%	+$64.5K	1.5%	10
2025 Q1	$1.39M	Buy	27,414 +12,285	+81%	+$622K	1.41%	10
2024 Q4	$723K	Buy	+15,129	New	+$760K	0.73%	14

Other funds holding VEA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Compass Planning Associates's VEA Position: Q3 2026 in Review

Compass Planning Associates reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 5.5% in Q3 2026, selling an estimated $94.3K and leaving 22,612 shares worth $1.6M. The position accounts for 0.84% of the portfolio, ranked #15.

Compass Planning Associates first reported a position in VEA in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.7M in Q2 2026. 708 funds tracked by Wall St. Rank hold VEA as of Q3 2026.

Compass Planning Associates held 22,612 shares of Vanguard FTSE Developed Markets ETF worth $1.6M as of Q3 2026.
Compass Planning Associates sold 1,314 Vanguard FTSE Developed Markets ETF shares in Q3 2026, an estimated $94.3K.
Vanguard FTSE Developed Markets ETF made up 0.84% of Compass Planning Associates's portfolio in Q3 2026, its #15 holding.
Compass Planning Associates first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2024 and has held it in 8 quarters since.
Compass Planning Associates's Vanguard FTSE Developed Markets ETF position peaked at $1.7M in Q2 2026.
708 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2026.

Based on Compass Planning Associates's 13F filing for Q3 2026, filed 13 Oct 2026.