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 Q2	$1.4M	Buy	19,679 +905	+5%	+$63K	0.22%	104
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 $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Holistic Planning's VEA Position: Q2 2026 in Review

Holistic Planning increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 4.8% in Q2 2026, buying an estimated $63K and bringing the position to 19,679 shares worth $1.4M. The position accounts for 0.22% of the portfolio, ranked #104.

Holistic Planning first reported a position in VEA in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.55M in Q4 2023. 2,997 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

Holistic Planning held 19,679 shares of Vanguard FTSE Developed Markets ETF worth $1.4M as of Q2 2026.
Holistic Planning bought 905 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $63K.
Vanguard FTSE Developed Markets ETF made up 0.22% of Holistic Planning's portfolio in Q2 2026, its #104 holding.
Holistic Planning first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2023 and has held it in 11 quarters since.
Holistic Planning's Vanguard FTSE Developed Markets ETF position peaked at $1.55M in Q4 2023.
2,997 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.