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Investments & Financial Planning LLC’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Investments & Financial Planning LLC’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 		$283K Buy
3,965
+12
+0.3% +$836 0.13% 33
2026
Q1 		$253K Buy
+3,953
New +$261K 0.14% 32

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Investments & Financial Planning LLC's VEA Position: Q2 2026 in Review

Investments & Financial Planning LLC increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 0.3% in Q2 2026, buying an estimated $836 and bringing the position to 3,965 shares worth $283K. The position accounts for 0.13% of the portfolio, ranked #33.

Investments & Financial Planning LLC first reported a position in VEA in Q1 2026 and has held it in 2 quarters since. 2,984 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

  • Investments & Financial Planning LLC held 3,965 shares of Vanguard FTSE Developed Markets ETF worth $283K as of Q2 2026.
  • Investments & Financial Planning LLC bought 12 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $836.
  • Vanguard FTSE Developed Markets ETF made up 0.13% of Investments & Financial Planning LLC's portfolio in Q2 2026, its #33 holding.
  • Investments & Financial Planning LLC first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2026 and has held it in 2 quarters since.
  • 2,984 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Investments & Financial Planning LLC's 13F filing for Q2 2026, filed 13 Aug 2026.