Independent Family Office’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Independent Family Office’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	$7.32M	Buy	114,168 +7,978	+8%	+$527K	3.01%	9
2025 Q4	$6.63M	Buy	106,190 +810	+0.8%	+$49.6K	2.77%	10
2025 Q3	$6.31M	Buy	105,380 +16,554	+19%	+$965K	2.67%	10
2025 Q2	$5.06M	Buy	88,826 +16,493	+23%	+$883K	2.35%	12
2025 Q1	$3.68M	Buy	72,333 +1,050	+1%	+$53.1K	1.93%	13
2024 Q4	$3.41M	Sell	71,283 -180	-0.3%	-$9.04K	1.77%	12
2024 Q3	$3.76M	Buy	71,463 +3,777	+6%	+$192K	1.89%	12
2024 Q2	$3.35M	Buy	67,686 +12,714	+23%	+$633K	1.91%	12
2024 Q1	$2.76M	Buy	54,972 +7,974	+17%	+$385K	1.48%	15
2023 Q4	$2.25M	Sell	46,998 -160	-0.3%	-$7.16K	1.27%	17
2023 Q3	$2.06M	Buy	47,158 +4,270	+10%	+$195K	1.29%	16
2023 Q2	$1.98M	Hold	42,888	–	–	1.2%	18
2023 Q1	$1.94M	Buy	42,888 +7,800	+22%	+$347K	1.12%	18
2022 Q4	$1.47M	Hold	35,088	–	–	0.88%	25
2022 Q3	$1.28M	Buy	35,088 +3,611	+11%	+$147K	0.63%	26
2022 Q2	$1.28K	Buy	31,477 +17,499	+125%	+$778K	0.63%	23
2022 Q1	$671K	Buy	+13,978	New	+$680K	0.22%	41

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

Independent Family Office's VEA Position: Q1 2026 in Review

Independent Family Office increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 7.5% in Q1 2026, buying an estimated $527K and bringing the position to 114,168 shares worth $7.32M. The position accounts for 3.01% of the portfolio, ranked #9.

Independent Family Office first reported a position in VEA in Q1 2022 and has held it in 17 quarters since. 2,894 funds tracked by Wall St. Rank hold VEA as of Q1 2026.

Independent Family Office held 114,168 shares of Vanguard FTSE Developed Markets ETF worth $7.32M as of Q1 2026.
Independent Family Office bought 7,978 Vanguard FTSE Developed Markets ETF shares in Q1 2026, an estimated $527K.
Vanguard FTSE Developed Markets ETF made up 3.01% of Independent Family Office's portfolio in Q1 2026, its #9 holding.
Independent Family Office first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2022 and has held it in 17 quarters since.
2,894 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2026.

Based on Independent Family Office's 13F filing for Q1 2026, filed 15 May 2026.