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

Holistic Financial Partners’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 		$601K Sell
9,385
-713
-7% -$47.1K 0.22% 52
2025
Q4 		$631K Buy
10,098
+333
+3% +$20.4K 0.23% 52
2025
Q3 		$585K Buy
9,765
+638
+7% +$37.2K 0.24% 52
2025
Q2 		$520K Buy
9,127
+1,667
+22% +$89.3K 0.23% 52
2025
Q1 		$379K Hold
7,460
– – 0.18% 69
2024
Q4 		$357K Sell
7,460
-159
-2% -$7.99K 0.18% 70
2024
Q3 		$402K Hold
7,619
– – 0.19% 63
2024
Q2 		$377K Sell
7,619
-40
-0.5% -$1.99K 0.19% 64
2024
Q1 		$384K Hold
7,659
– – 0.2% 68
2023
Q4 		$367K Buy
7,659
+445
+6% +$19.9K 0.22% 64
2023
Q3 		$315K Sell
7,214
-2,267
-24% -$104K 0.21% 66
2023
Q2 		$438K Sell
9,481
-1,548
-14% -$71.2K 0.3% 43
2023
Q1 		$498K Buy
11,029
+12
+0.1% +$535 0.39% 40
2022
Q4 		$462K Sell
11,017
-1,227
-10% -$49.7K 0.41% 40
2022
Q3 		$445K Hold
12,244
– – 0.44% 35
2022
Q2 		$500K Sell
12,244
-331
-3% -$14.7K 0.47% 36
2022
Q1 		$604K Hold
12,575
– – 0.38% 34
2021
Q4 		$642K Sell
12,575
-159
-1% -$8.16K 0.37% 36
2021
Q3 		$643K Hold
12,734
– – 0.4% 36
2021
Q2 		$656K Sell
12,734
-58
-0.5% -$2.99K 0.39% 37
2021
Q1 		$628K Sell
12,792
-306
-2% -$14.9K 0.41% 36
2020
Q4 		$618K Sell
13,098
-948
-7% -$41.7K 0.43% 31
2020
Q3 		$573K Sell
14,046
-14,242
-50% -$584K 0.46% 30
2020
Q2 		$1.1M Sell
28,288
-47,767
-63% -$1.74M 0.95% 17
2020
Q1 		$2.54M Sell
76,055
-8,465
-10% -$340K 2.63% 11
2019
Q4 		$3.72M Sell
84,520
-9,308
-10% -$397K 2.23% 12
2019
Q3 		$3.86M Sell
93,828
-57,333
-38% -$2.34M 3.42% 9
2019
Q2 		$6.3M Sell
151,161
-5,520
-4% -$228K 6.28% 5
2019
Q1 		$6.4M Sell
156,681
-17,650
-10% -$705K 2.7% 10
2018
Q4 		$6.47M Sell
174,331
-10,035
-5% -$397K 6.74% 5
2018
Q3 		$7.98M Sell
184,366
-30,479
-14% -$1.31M 7.44% 4
2018
Q2 		$9.22M Sell
214,845
-13,626
-6% -$607K 10.55% 2
2018
Q1 		$10.1M Buy
228,471
+4,392
+2% +$199K 8.43% 2
2017
Q4 		$10.1M Buy
+224,079
New +$9.9M 8.26% 3

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

Holistic Financial Partners's VEA Position: Q1 2026 in Review

Holistic Financial Partners reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 7.1% in Q1 2026, selling an estimated $47.1K and leaving 9,385 shares worth $601K. The position accounts for 0.22% of the portfolio, ranked #52.

Holistic Financial Partners first reported a position in VEA in Q4 2017 and has held it in 34 quarters since. The position peaked at $10.1M in Q1 2018. 2,891 funds tracked by Wall St. Rank hold VEA as of Q1 2026.

  • Holistic Financial Partners held 9,385 shares of Vanguard FTSE Developed Markets ETF worth $601K as of Q1 2026.
  • Holistic Financial Partners sold 713 Vanguard FTSE Developed Markets ETF shares in Q1 2026, an estimated $47.1K.
  • Vanguard FTSE Developed Markets ETF made up 0.22% of Holistic Financial Partners's portfolio in Q1 2026, its #52 holding.
  • Holistic Financial Partners first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2017 and has held it in 34 quarters since.
  • Holistic Financial Partners's Vanguard FTSE Developed Markets ETF position peaked at $10.1M in Q1 2018.
  • 2,891 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2026.

Based on Holistic Financial Partners's 13F filing for Q1 2026, filed 5 May 2026.