Evernest Financial Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Evernest Financial Advisors’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	$848K	Sell	12,461 -249	-2%	-$16.4K	0.18%	87
2025 Q4	$869K	Sell	12,710 -4,488	-26%	-$275K	0.18%	85
2025 Q3	$1.03M	Buy	17,198 +4,537	+36%	+$264K	0.29%	67
2025 Q2	$722K	Buy	12,661 +6,216	+96%	+$333K	0.23%	89
2025 Q1	$328K	Hold	6,445	–	–	0.12%	123
2024 Q4	$308K	Buy	6,445 +422	+7%	+$21.2K	0.08%	131
2024 Q3	$318K	Sell	6,023 -177	-3%	-$9K	0.09%	127
2024 Q2	$306K	Sell	6,200 -54	-0.9%	-$2.69K	0.14%	104
2024 Q1	$299K	Buy	+6,254	New	+$302K	0.14%	106

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

Evernest Financial Advisors's VEA Position: Q1 2026 in Review

Evernest Financial Advisors reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 2% in Q1 2026, selling an estimated $16.4K and leaving 12,461 shares worth $848K. The position accounts for 0.18% of the portfolio, ranked #87.

Evernest Financial Advisors first reported a position in VEA in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.03M in Q3 2025. 2,891 funds tracked by Wall St. Rank hold VEA as of Q1 2026.

Evernest Financial Advisors held 12,461 shares of Vanguard FTSE Developed Markets ETF worth $848K as of Q1 2026.
Evernest Financial Advisors sold 249 Vanguard FTSE Developed Markets ETF shares in Q1 2026, an estimated $16.4K.
Vanguard FTSE Developed Markets ETF made up 0.18% of Evernest Financial Advisors's portfolio in Q1 2026, its #87 holding.
Evernest Financial Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2024 and has held it in 9 quarters since.
Evernest Financial Advisors's Vanguard FTSE Developed Markets ETF position peaked at $1.03M in Q3 2025.
2,891 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2026.

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