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Legacy Investment Solutions’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$123K Buy
+2,153
New +$115K 0.06% 98
2024
Q4 		$804 Sell
16
-111
-87% -$5.57K ﹤0.01% 615
2024
Q3 		$6.24K Buy
+127
New +$6.46K ﹤0.01% 369

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Betterment LLC
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Legacy Investment Solutions's VEA Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Vanguard FTSE Developed Markets ETF (VEA) in Q2 2025: 2,153 shares worth $123K. The stake represents 0.06% of the portfolio and ranks #98 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in VEA as recently as Q4 2024.

Legacy Investment Solutions first reported a position in VEA in Q3 2024 and has held it in 3 quarters since. 2,543 funds tracked by Wall St. Rank hold VEA as of Q2 2025.

  • Legacy Investment Solutions held 2,153 shares of Vanguard FTSE Developed Markets ETF worth $123K as of Q2 2025.
  • Vanguard FTSE Developed Markets ETF was a new Legacy Investment Solutions position in Q2 2025.
  • Vanguard FTSE Developed Markets ETF made up 0.06% of Legacy Investment Solutions's portfolio in Q2 2025, its #98 holding.
  • Legacy Investment Solutions first reported a position in Vanguard FTSE Developed Markets ETF in Q3 2024 and has held it in 3 quarters since.
  • 2,543 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.