Evelyn Partners Asset Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Evelyn Partners Asset Management’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	$204K	Hold	3,182	–	–	0.05%	108
2025 Q4	$199K	Hold	3,182	–	–	0.05%	105
2025 Q3	$191K	Hold	3,182	–	–	0.04%	104
2025 Q2	$181K	Hold	3,182	–	–	0.05%	99
2025 Q1	$162K	Hold	3,182	–	–	0.05%	103
2024 Q4	$152K	Buy	+3,182	New	+$160K	0.04%	105

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

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

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

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

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

Evelyn Partners Asset Management's VEA Position: Q1 2026 in Review

Evelyn Partners Asset Management held its Vanguard FTSE Developed Markets ETF (VEA) position steady in Q1 2026 at 3,182 shares worth $204K. The position accounts for 0.05% of the portfolio, ranked #108.

Evelyn Partners Asset Management first reported a position in VEA in Q4 2024 and has held it in 6 quarters since. 2,906 funds tracked by Wall St. Rank hold VEA as of Q1 2026.

Evelyn Partners Asset Management held 3,182 shares of Vanguard FTSE Developed Markets ETF worth $204K as of Q1 2026.
Evelyn Partners Asset Management left its Vanguard FTSE Developed Markets ETF share count unchanged in Q1 2026.
Vanguard FTSE Developed Markets ETF made up 0.05% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #108 holding.
Evelyn Partners Asset Management first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2024 and has held it in 6 quarters since.
2,906 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.