CFP
VEA icon

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

Cypress Financial Planning’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 		$34.9M Buy
490,368
+2,427
+0.5% +$169K 8.46% 5
2026
Q1 		$31.3M Buy
487,941
+5,247
+1% +$346K 8.62% 5
2025
Q4 		$30.3M Buy
482,694
+30,155
+7% +$1.85M 8.36% 5
2025
Q3 		$27.1M Buy
452,539
+5,480
+1% +$319K 8.27% 5
2025
Q2 		$25.5M Buy
447,059
+9,709
+2% +$520K 8.32% 4
2025
Q1 		$22.2M Sell
437,350
-24,675
-5% -$1.25M 7.94% 5
2024
Q4 		$22.1M Buy
462,025
+32,844
+8% +$1.65M 8.11% 5
2024
Q3 		$22.7M Buy
429,181
+7,825
+2% +$398K 8.38% 4
2024
Q2 		$20.8M Buy
421,356
+19,649
+5% +$978K 8.62% 3
2024
Q1 		$20.2M Buy
401,707
+174,523
+77% +$8.43M 9.22% 3
2023
Q4 		$10.7M Sell
227,184
-129,584
-36% -$5.8M 9.71% 3
2023
Q3 		$15.6M Buy
356,768
+38,015
+12% +$1.74M 8.91% 4
2023
Q2 		$14.7M Buy
318,753
+1,907
+0.6% +$87.7K 8.35% 4
2023
Q1 		$14.4M Buy
316,846
+16,204
+5% +$722K 8.79% 4
2022
Q4 		$12.7M Buy
300,642
+5,318
+2% +$215K 8.47% 4
2022
Q3 		$10.7M Buy
295,324
+10,769
+4% +$439K 7.62% 5
2022
Q2 		$11.6M Buy
+284,555
New +$12.6M 7.96% 5

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Cypress Financial Planning's VEA Position: Q2 2026 in Review

Cypress Financial Planning increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 0.5% in Q2 2026, buying an estimated $169K and bringing the position to 490,368 shares worth $34.9M. The position accounts for 8.46% of the portfolio, ranked #5.

Cypress Financial Planning first reported a position in VEA in Q2 2022 and has held it in 17 quarters since. 3,007 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

  • Cypress Financial Planning held 490,368 shares of Vanguard FTSE Developed Markets ETF worth $34.9M as of Q2 2026.
  • Cypress Financial Planning bought 2,427 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $169K.
  • Vanguard FTSE Developed Markets ETF made up 8.46% of Cypress Financial Planning's portfolio in Q2 2026, its #5 holding.
  • Cypress Financial Planning first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2022 and has held it in 17 quarters since.
  • 3,007 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Cypress Financial Planning's 13F filing for Q2 2026, filed 9 Jul 2026.