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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Compass Planning Associates's VEA Position: Q2 2026 in Review

Compass Planning Associates increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 0.18% in Q2 2026, buying an estimated $3K and bringing the position to 23,926 shares worth $1.7M. The position accounts for 0.92% of the portfolio, ranked #13.

Compass Planning Associates first reported a position in VEA in Q4 2024 and has held it in 7 quarters since. 2,997 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

Compass Planning Associates held 23,926 shares of Vanguard FTSE Developed Markets ETF worth $1.7M as of Q2 2026.
Compass Planning Associates bought 43 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $3K.
Vanguard FTSE Developed Markets ETF made up 0.92% of Compass Planning Associates's portfolio in Q2 2026, its #13 holding.
Compass Planning Associates first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2024 and has held it in 7 quarters since.
2,997 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Compass Planning Associates's 13F filing for Q2 2026, filed 27 Jul 2026.