FP
VEA icon

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

Fiduciary 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 		$407K Sell
6,346
-127
-2% -$8.38K 0.12% 53
2025
Q4 		$404K Sell
6,473
-24
-0.4% -$1.47K 0.12% 54
2025
Q3 		$389K Sell
6,497
-596
-8% -$34.7K 0.12% 56
2025
Q2 		$404K Sell
7,093
-151
-2% -$8.09K 0.13% 54
2025
Q1 		$368K Sell
7,244
-412
-5% -$20.8K 0.12% 60
2024
Q4 		$366K Sell
7,656
-638
-8% -$32K 0.12% 58
2024
Q3 		$438K Sell
8,294
-306
-4% -$15.6K 0.15% 46
2024
Q2 		$425K Sell
8,600
-84
-1% -$4.18K 0.15% 48
2024
Q1 		$436K Buy
8,684
+1,720
+25% +$83.1K 0.16% 44
2023
Q4 		$334K Sell
6,964
-186,851
-96% -$8.36M 0.14% 43
2023
Q3 		$8.47M Buy
193,815
+93,505
+93% +$4.28M 4% 8
2023
Q2 		$4.63M Buy
100,310
+992
+1% +$45.6K 2.13% 11
2023
Q1 		$4.49M Buy
99,318
+65
+0.1% +$2.9K 2.12% 11
2022
Q4 		$4.17M Buy
+99,253
New +$4.02M 2.02% 11

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

Fiduciary Planning's VEA Position: Q1 2026 in Review

Fiduciary Planning reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 2% in Q1 2026, selling an estimated $8.38K and leaving 6,346 shares worth $407K. The position accounts for 0.12% of the portfolio, ranked #53.

Fiduciary Planning first reported a position in VEA in Q4 2022 and has held it in 14 quarters since. The position peaked at $8.47M in Q3 2023. 2,893 funds tracked by Wall St. Rank hold VEA as of Q1 2026.

  • Fiduciary Planning held 6,346 shares of Vanguard FTSE Developed Markets ETF worth $407K as of Q1 2026.
  • Fiduciary Planning sold 127 Vanguard FTSE Developed Markets ETF shares in Q1 2026, an estimated $8.38K.
  • Vanguard FTSE Developed Markets ETF made up 0.12% of Fiduciary Planning's portfolio in Q1 2026, its #53 holding.
  • Fiduciary Planning first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2022 and has held it in 14 quarters since.
  • Fiduciary Planning's Vanguard FTSE Developed Markets ETF position peaked at $8.47M in Q3 2023.
  • 2,893 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2026.

Based on Fiduciary Planning's 13F filing for Q1 2026, filed 27 Apr 2026.