Coordinated Financial Services’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Coordinated Financial Services’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	$467K	Sell	7,281 -1,367	-16%	-$90.2K	0.27%	103
2025 Q4	$540K	Buy	8,648 +81	+0.9%	+$4.96K	0.31%	93
2025 Q3	$513K	Sell	8,567 -105	-1%	-$6.12K	0.33%	90
2025 Q2	$494K	Buy	8,672 +1,978	+30%	+$106K	0.34%	85
2025 Q1	$340K	Buy	6,694 +510	+8%	+$25.8K	0.26%	103
2024 Q4	$296K	Buy	+6,184	New	+$311K	0.23%	112
2024 Q2	$293K	Buy	5,924 +110	+2%	+$5.47K	0.25%	97
2024 Q1	$292K	Buy	+5,814	New	+$281K	0.25%	94

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

Coordinated Financial Services's VEA Position: Q1 2026 in Review

Coordinated Financial Services reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 16% in Q1 2026, selling an estimated $90.2K and leaving 7,281 shares worth $467K. The position accounts for 0.27% of the portfolio, ranked #103.

Coordinated Financial Services first reported a position in VEA in Q1 2024 and has held it in 8 quarters since. The position peaked at $540K in Q4 2025. 2,891 funds tracked by Wall St. Rank hold VEA as of Q1 2026.

Coordinated Financial Services held 7,281 shares of Vanguard FTSE Developed Markets ETF worth $467K as of Q1 2026.
Coordinated Financial Services sold 1,367 Vanguard FTSE Developed Markets ETF shares in Q1 2026, an estimated $90.2K.
Vanguard FTSE Developed Markets ETF made up 0.27% of Coordinated Financial Services's portfolio in Q1 2026, its #103 holding.
Coordinated Financial Services first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2024 and has held it in 8 quarters since.
Coordinated Financial Services's Vanguard FTSE Developed Markets ETF position peaked at $540K in Q4 2025.
2,891 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.