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Estate Planners Group’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Estate Planners Group’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 		– Sell
-39
Closed -$2.45K – 397
2025
Q4 		$2.45K Buy
+39
New +$2.39K ﹤0.01% 394

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Estate Planners Group's VEA Position: Q1 2026 in Review

Estate Planners Group sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q1 2026, closing a stake of 39 shares — an estimated $2.45K sold.

Estate Planners Group first reported a position in VEA in Q4 2025 and held it in 1 quarter. The position peaked at $2.45K in Q4 2025. 2,906 funds tracked by Wall St. Rank hold VEA as of Q1 2026.

  • Estate Planners Group reported no remaining Vanguard FTSE Developed Markets ETF position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 39 Vanguard FTSE Developed Markets ETF shares in Q1 2026, an estimated $2.45K.
  • Estate Planners Group first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's Vanguard FTSE Developed Markets ETF position peaked at $2.45K in Q4 2025.
  • 2,906 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.