Institute for Wealth Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Institute for Wealth Management’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	$2.39M	Buy	37,269 +4,997	+15%	+$330K	0.25%	89
2025 Q4	$2.02M	Sell	32,272 -453	-1%	-$27.8K	0.21%	100
2025 Q3	$1.96M	Sell	32,725 -622	-2%	-$36.3K	0.2%	106
2025 Q2	$1.9M	Sell	33,347 -245	-0.7%	-$13.1K	0.21%	104
2025 Q1	$1.71M	Buy	33,592 +14,203	+73%	+$719K	0.22%	105
2024 Q4	$927K	Sell	19,389 -1,492	-7%	-$74.9K	0.12%	190
2024 Q3	$1.1M	Buy	20,881 +107	+0.5%	+$5.44K	0.14%	159
2024 Q2	$1.03M	Sell	20,774 -3,037	-13%	-$151K	0.14%	160
2024 Q1	$1.19M	Sell	23,811 -3,108	-12%	-$150K	0.15%	141
2023 Q4	$1.29M	Sell	26,919 -879	-3%	-$39.3K	0.21%	123
2023 Q3	$1.22M	Sell	27,798 -1,210	-4%	-$55.4K	0.22%	114
2023 Q2	$1.34M	Sell	29,008 -1,654	-5%	-$76.1K	0.23%	111
2023 Q1	$1.38M	Buy	30,662 +1,171	+4%	+$52.2K	0.26%	98
2022 Q4	$1.24M	Sell	29,491 -8,724	-23%	-$353K	0.26%	107
2022 Q3	$1.39M	Sell	38,215 -1,570	-4%	-$64K	0.31%	86
2022 Q2	$1.62M	Sell	39,785 -978	-2%	-$43.5K	0.32%	80
2022 Q1	$1.96M	Sell	40,763 -652	-2%	-$31.7K	0.32%	76
2021 Q4	$2.12M	Sell	41,415 -2,961	-7%	-$152K	0.34%	69
2021 Q3	$2.24M	Sell	44,376 -2,082	-4%	-$108K	0.39%	58
2021 Q2	$2.39M	Sell	46,458 -519	-1%	-$26.8K	0.42%	58
2021 Q1	$2.31M	Buy	46,977 +1,933	+4%	+$94.4K	0.44%	54
2020 Q4	$2.13M	Buy	45,044 +989	+2%	+$43.5K	0.42%	55
2020 Q3	$1.8M	Sell	44,055 -759	-2%	-$31.1K	0.41%	52
2020 Q2	$1.74M	Sell	44,814 -10,179	-19%	-$372K	0.43%	48
2020 Q1	$1.83M	Buy	54,993 +18,012	+49%	+$723K	0.57%	40
2019 Q4	$1.63M	Sell	36,981 -25,853	-41%	-$1.1M	0.37%	59
2019 Q3	$2.58M	Buy	62,834 +4,359	+7%	+$178K	0.65%	30
2019 Q2	$2.44M	Sell	58,475 -13,053	-18%	-$538K	0.54%	41
2019 Q1	$2.92M	Buy	+71,528	New	+$2.86M	0.64%	32

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

Institute for Wealth Management's VEA Position: Q1 2026 in Review

Institute for Wealth Management increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 15% in Q1 2026, buying an estimated $330K and bringing the position to 37,269 shares worth $2.39M. The position accounts for 0.25% of the portfolio, ranked #89.

Institute for Wealth Management first reported a position in VEA in Q1 2019 and has held it in 29 quarters since. The position peaked at $2.92M in Q1 2019. 2,891 funds tracked by Wall St. Rank hold VEA as of Q1 2026.

Institute for Wealth Management held 37,269 shares of Vanguard FTSE Developed Markets ETF worth $2.39M as of Q1 2026.
Institute for Wealth Management bought 4,997 Vanguard FTSE Developed Markets ETF shares in Q1 2026, an estimated $330K.
Vanguard FTSE Developed Markets ETF made up 0.25% of Institute for Wealth Management's portfolio in Q1 2026, its #89 holding.
Institute for Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2019 and has held it in 29 quarters since.
Institute for Wealth Management's Vanguard FTSE Developed Markets ETF position peaked at $2.92M in Q1 2019.
2,891 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2026.

Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.