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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Compass Planning Associates's VEA Position: Q1 2026 in Review

Compass Planning Associates increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 0.05% in Q1 2026, buying an estimated $858 and bringing the position to 23,883 shares worth $1.53M. The position accounts for 0.98% of the portfolio, ranked #12.

Compass Planning Associates first reported a position in VEA in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.63M in Q2 2025. 2,891 funds tracked by Wall St. Rank hold VEA as of Q1 2026.

  • Compass Planning Associates held 23,883 shares of Vanguard FTSE Developed Markets ETF worth $1.53M as of Q1 2026.
  • Compass Planning Associates bought 13 Vanguard FTSE Developed Markets ETF shares in Q1 2026, an estimated $858.
  • Vanguard FTSE Developed Markets ETF made up 0.98% of Compass Planning Associates's portfolio in Q1 2026, its #12 holding.
  • Compass Planning Associates first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2024 and has held it in 6 quarters since.
  • Compass Planning Associates's Vanguard FTSE Developed Markets ETF position peaked at $1.63M in Q2 2025.
  • 2,891 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2026.

Based on Compass Planning Associates's 13F filing for Q1 2026, filed 21 Apr 2026.