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

Holistic 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	$1.2M	Buy	18,774 +584	+3%	+$38.5K	0.24%	88
2025 Q4	$1.14M	Buy	18,190 +3,436	+23%	+$210K	0.24%	86
2025 Q3	$884K	Sell	14,754 -1,929	-12%	-$112K	0.23%	78
2025 Q2	$951K	Buy	16,683 +682	+4%	+$36.5K	0.27%	72
2025 Q1	$813K	Buy	16,001 +671	+4%	+$34K	0.28%	72
2024 Q4	$733K	Sell	15,330 -4,553	-23%	-$229K	0.27%	73
2024 Q3	$1.05M	Sell	19,883 -8,712	-30%	-$443K	0.44%	48
2024 Q2	$1.43M	Sell	28,595 -1,411	-5%	-$70.2K	1.1%	28
2024 Q1	$1.51M	Sell	30,006 -2,310	-7%	-$112K	1.15%	26
2023 Q4	$1.55M	Buy	+32,316	New	+$1.45M	1.3%	25

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

Holistic Planning's VEA Position: Q1 2026 in Review

Holistic Planning increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 3.2% in Q1 2026, buying an estimated $38.5K and bringing the position to 18,774 shares worth $1.2M. The position accounts for 0.24% of the portfolio, ranked #88.

Holistic Planning first reported a position in VEA in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.55M in Q4 2023. 2,891 funds tracked by Wall St. Rank hold VEA as of Q1 2026.

Holistic Planning held 18,774 shares of Vanguard FTSE Developed Markets ETF worth $1.2M as of Q1 2026.
Holistic Planning bought 584 Vanguard FTSE Developed Markets ETF shares in Q1 2026, an estimated $38.5K.
Vanguard FTSE Developed Markets ETF made up 0.24% of Holistic Planning's portfolio in Q1 2026, its #88 holding.
Holistic Planning first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2023 and has held it in 10 quarters since.
Holistic Planning's Vanguard FTSE Developed Markets ETF position peaked at $1.55M in Q4 2023.
2,891 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.