Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Legacy Financial Group (Iowa)’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 		$5.47M Sell
85,338
-2,766
-3% -$183K 0.69% 38
2025
Q4 		$5.89M Sell
88,104
-58,786
-40% -$3.6M 0.73% 34
2025
Q3 		$8.8M Sell
146,890
-208,616
-59% -$12.2M 1.15% 26
2025
Q2 		$20.3M Buy
355,506
+41,848
+13% +$2.24M 2.83% 10
2025
Q1 		$15.9M Sell
313,658
-63,015
-17% -$3.19M 2.45% 14
2024
Q4 		$18M Buy
376,673
+42,423
+13% +$2.13M 2.92% 8
2024
Q3 		$17.7M Buy
334,250
+33,559
+11% +$1.71M 3.4% 6
2024
Q2 		$14.9M Sell
300,691
-28,006
-9% -$1.39M 2.92% 10
2024
Q1 		$16.5M Buy
328,697
+307,417
+1,445% +$14.8M 3.34% 7
2023
Q4 		$1.02M Sell
21,280
-344,893
-94% -$15.4M 4.62% 6
2023
Q3 		$16M Buy
366,173
+14,626
+4% +$669K 3.77% 5
2023
Q2 		$16.2M Buy
351,547
+9,446
+3% +$434K 4.18% 6
2023
Q1 		$15.5M Buy
342,101
+21,902
+7% +$976K 4.23% 7
2022
Q4 		$13.4M Buy
320,199
+17,540
+6% +$710K 4.03% 8
2022
Q3 		$11M Buy
302,659
+17,392
+6% +$709K 3.67% 9
2022
Q2 		$11.6M Buy
285,267
+129,971
+84% +$5.78M 3.67% 10
2022
Q1 		$7.46M Buy
155,296
+132,915
+594% +$6.47M 2.19% 18
2021
Q4 		$1.14M Sell
22,381
-39,793
-64% -$2.04M 0.49% 22
2021
Q3 		$3.14M Sell
62,174
-3,087
-5% -$161K 0.94% 17
2021
Q2 		$3.36M Sell
65,261
-8,208
-11% -$424K 1.02% 17
2021
Q1 		$3.61M Sell
73,469
-23,752
-24% -$1.16M 1.25% 18
2020
Q4 		$4.59M Buy
+97,221
New +$4.28M 1.77% 18

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Northwestern Mutual Wealth Management
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Wealthfront Advisers
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Legacy Financial Group (Iowa)'s VEA Position: Q1 2026 in Review

Legacy Financial Group (Iowa) reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 3.1% in Q1 2026, selling an estimated $183K and leaving 85,338 shares worth $5.47M. The position accounts for 0.69% of the portfolio, ranked #38.

Legacy Financial Group (Iowa) first reported a position in VEA in Q4 2020 and has held it in 22 quarters since. The position peaked at $20.3M in Q2 2025. 2,891 funds tracked by Wall St. Rank hold VEA as of Q1 2026.

  • Legacy Financial Group (Iowa) held 85,338 shares of Vanguard FTSE Developed Markets ETF worth $5.47M as of Q1 2026.
  • Legacy Financial Group (Iowa) sold 2,766 Vanguard FTSE Developed Markets ETF shares in Q1 2026, an estimated $183K.
  • Vanguard FTSE Developed Markets ETF made up 0.69% of Legacy Financial Group (Iowa)'s portfolio in Q1 2026, its #38 holding.
  • Legacy Financial Group (Iowa) first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2020 and has held it in 22 quarters since.
  • Legacy Financial Group (Iowa)'s Vanguard FTSE Developed Markets ETF position peaked at $20.3M in Q2 2025.
  • 2,891 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q1 2026, filed 4 May 2026.