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

Essential 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
Q1 		$4.63M Buy
72,211
+11,903
+20% +$786K 1.47% 18
2025
Q4 		$3.77M Buy
60,308
+16,430
+37% +$1.01M 1.2% 20
2025
Q3 		$2.63M Buy
43,878
+15,329
+54% +$893K 0.91% 22
2025
Q2 		$1.63M Buy
28,549
+8,018
+39% +$429K 0.61% 24
2025
Q1 		$1.04M Sell
20,531
-486,413
-96% -$24.6M 0.42% 30
2024
Q4 		$25.4M Buy
506,944
+499,880
+7,076% +$25.1M 0.17% 53
2024
Q3 		$373K Buy
+7,064
New +$359K 0.15% 54

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

Essential Planning's VEA Position: Q1 2026 in Review

Essential Planning increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 20% in Q1 2026, buying an estimated $786K and bringing the position to 72,211 shares worth $4.63M. The position accounts for 1.47% of the portfolio, ranked #18.

Essential Planning first reported a position in VEA in Q3 2024 and has held it in 7 quarters since. The position peaked at $25.4M in Q4 2024. 2,891 funds tracked by Wall St. Rank hold VEA as of Q1 2026.

  • Essential Planning held 72,211 shares of Vanguard FTSE Developed Markets ETF worth $4.63M as of Q1 2026.
  • Essential Planning bought 11,903 Vanguard FTSE Developed Markets ETF shares in Q1 2026, an estimated $786K.
  • Vanguard FTSE Developed Markets ETF made up 1.47% of Essential Planning's portfolio in Q1 2026, its #18 holding.
  • Essential Planning first reported a position in Vanguard FTSE Developed Markets ETF in Q3 2024 and has held it in 7 quarters since.
  • Essential Planning's Vanguard FTSE Developed Markets ETF position peaked at $25.4M in Q4 2024.
  • 2,891 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2026.

Based on Essential Planning's 13F filing for Q1 2026, filed 23 Apr 2026.