Keener Financial Planning’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Keener Financial 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 Q1	$51.4M	Sell	802,324 -3,507	-0.4%	-$231K	21.61%	2
2025 Q4	$50.3M	Buy	805,831 +36,717	+5%	+$2.25M	21.75%	2
2025 Q3	$46.1M	Buy	769,114 +6,130	+0.8%	+$357K	21.38%	2
2025 Q2	$43.5M	Buy	762,984 +91,131	+14%	+$4.88M	21.69%	2
2025 Q1	$34.1M	Sell	671,853 -32,034	-5%	-$1.62M	22.2%	2
2024 Q4	$33.7M	Buy	703,887 +100,453	+17%	+$5.04M	19.88%	2
2024 Q3	$31.9M	Sell	603,434 -22,258	-4%	-$1.13M	20.86%	2
2024 Q2	$30.9M	Buy	625,692 +50,083	+9%	+$2.49M	20.17%	2
2024 Q1	$28.9M	Buy	575,609 +51,084	+10%	+$2.47M	19.86%	2
2023 Q4	$25.1M	Buy	+524,525	New	+$23.5M	19.43%	2

Other funds holding VEA

Bank of America

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Envestnet Asset Management

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return