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

Financial Perspectives’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	$1.32M	Buy	20,542 +3,250	+19%	+$215K	0.37%	46
2025 Q4	$1.08M	Buy	17,292 +28	+0.2%	+$1.72K	0.29%	52
2025 Q3	$1.03M	Buy	17,264 +9	+0.1%	+$525	0.29%	51
2025 Q2	$984K	Buy	17,255 +58	+0.3%	+$3.11K	0.3%	51
2025 Q1	$874K	Buy	17,197 +170	+1%	+$8.6K	0.3%	53
2024 Q4	$814K	Buy	17,027 +1,473	+9%	+$74K	0.27%	54
2024 Q3	$821K	Hold	15,554	–	–	0.28%	56
2024 Q2	$769K	Hold	15,554	–	–	0.28%	56
2024 Q1	$780K	Hold	15,554	–	–	0.3%	53
2023 Q4	$745K	Hold	15,554	–	–	0.3%	53
2023 Q3	$680K	Hold	15,554	–	–	0.31%	52
2023 Q2	$718K	Hold	15,554	–	–	0.32%	50
2023 Q1	$703K	Hold	15,554	–	–	0.34%	52
2022 Q4	$653K	Hold	15,554	–	–	0.33%	51
2022 Q3	$566K	Buy	15,554 +8,853	+132%	+$361K	0.32%	50
2022 Q2	$273K	Hold	6,701	–	–	0.15%	90
2022 Q1	$322K	Hold	6,701	–	–	0.15%	86
2021 Q4	$342K	Hold	6,701	–	–	0.16%	82
2021 Q3	$338K	Sell	6,701 -217	-3%	-$11.3K	0.17%	84
2021 Q2	$356K	Sell	6,918 -332,837	-98%	-$17.2M	0.17%	88
2021 Q1	$6.92M	Buy	339,755 +332,837	+4,811%	+$16.3M	0.34%	47
2020 Q4	$327K	Hold	6,918	–	–	0.19%	82
2020 Q3	$283K	Sell	6,918 -364	-5%	-$14.9K	0.19%	77
2020 Q2	$282K	Hold	7,282	–	–	0.2%	70
2020 Q1	$243K	Buy	7,282 +1	+0%	+$40	0.2%	63
2019 Q4	$321K	Buy	+7,281	New	+$310K	0.22%	56

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

Financial Perspectives's VEA Position: Q1 2026 in Review

Financial Perspectives increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 19% in Q1 2026, buying an estimated $215K and bringing the position to 20,542 shares worth $1.32M. The position accounts for 0.37% of the portfolio, ranked #46.

Financial Perspectives first reported a position in VEA in Q4 2019 and has held it in 26 quarters since. The position peaked at $6.92M in Q1 2021. 2,891 funds tracked by Wall St. Rank hold VEA as of Q1 2026.

Financial Perspectives held 20,542 shares of Vanguard FTSE Developed Markets ETF worth $1.32M as of Q1 2026.
Financial Perspectives bought 3,250 Vanguard FTSE Developed Markets ETF shares in Q1 2026, an estimated $215K.
Vanguard FTSE Developed Markets ETF made up 0.37% of Financial Perspectives's portfolio in Q1 2026, its #46 holding.
Financial Perspectives first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2019 and has held it in 26 quarters since.
Financial Perspectives's Vanguard FTSE Developed Markets ETF position peaked at $6.92M in Q1 2021.
2,891 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2026.

Based on Financial Perspectives's 13F filing for Q1 2026, filed 11 May 2026.