IMA Advisory Services’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

IMA Advisory Services’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	$1.62M	Buy	25,242 +44	+0.2%	+$2.9K	0.16%	101
2025 Q4	$1.57M	Buy	25,198 +30	+0.1%	+$1.84K	0.15%	106
2025 Q3	$1.51M	Buy	25,168 +121	+0.5%	+$7.05K	0.15%	100
2025 Q2	$1.43M	Buy	25,047 +499	+2%	+$26.7K	0.15%	96
2025 Q1	$1.25M	Buy	24,548 +2	+0%	+$101	0.15%	99
2024 Q4	$1.17M	Buy	+24,546	New	+$1.23M	0.14%	114
2020 Q4	–	Sell	-2,240	Closed	-$92K	–	320
2020 Q3	$92K	Buy	+2,240	New	+$91.9K	0.03%	137

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

IMA Advisory Services's VEA Position: Q1 2026 in Review

IMA Advisory Services increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 0.17% in Q1 2026, buying an estimated $2.9K and bringing the position to 25,242 shares worth $1.62M. The position accounts for 0.16% of the portfolio, ranked #101.

IMA Advisory Services first reported a position in VEA in Q3 2020 and has held it in 7 quarters since. 2,891 funds tracked by Wall St. Rank hold VEA as of Q1 2026.

IMA Advisory Services held 25,242 shares of Vanguard FTSE Developed Markets ETF worth $1.62M as of Q1 2026.
IMA Advisory Services bought 44 Vanguard FTSE Developed Markets ETF shares in Q1 2026, an estimated $2.9K.
Vanguard FTSE Developed Markets ETF made up 0.16% of IMA Advisory Services's portfolio in Q1 2026, its #101 holding.
IMA Advisory Services first reported a position in Vanguard FTSE Developed Markets ETF in Q3 2020 and has held it in 7 quarters since.
2,891 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.