Level Financial Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Level Financial Advisors’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	$34.6M	Buy	485,706 +34,193	+8%	+$2.38M	7.73%	2
2026 Q1	$28.9M	Buy	451,513 +17,358	+4%	+$1.15M	7.38%	3
2025 Q4	$27.1M	Buy	434,155 +23,062	+6%	+$1.41M	7.17%	3
2025 Q3	$24.6M	Buy	411,093 +9,075	+2%	+$529K	6.94%	3
2025 Q2	$22.9M	Buy	402,018 +3,731	+0.9%	+$200K	7.13%	3
2025 Q1	$20.2M	Buy	398,287 +19,576	+5%	+$991K	6.88%	3
2024 Q4	$18.1M	Buy	378,711 +35,313	+10%	+$1.77M	6.65%	3
2024 Q3	$18.1M	Buy	343,398 +16,207	+5%	+$824K	6.92%	3
2024 Q2	$16.2M	Buy	327,191 +15,784	+5%	+$785K	7.01%	3
2024 Q1	$15.6M	Buy	311,407 +9,158	+3%	+$442K	7.09%	3
2023 Q4	$14.5M	Buy	302,249 +8,283	+3%	+$371K	7.16%	3
2023 Q3	$12.9M	Buy	293,966 +6,009	+2%	+$275K	7.19%	3
2023 Q2	$13.3M	Buy	287,957 +9,346	+3%	+$430K	7.43%	3
2023 Q1	$12.6M	Buy	278,611 +16,210	+6%	+$722K	7.55%	3
2022 Q4	$11M	Buy	262,401 +33,011	+14%	+$1.34M	7.21%	4
2022 Q3	$8.34M	Buy	229,390 +44,102	+24%	+$1.8M	6.16%	4
2022 Q2	$7.56M	Buy	185,288 +30,772	+20%	+$1.37M	5.57%	5
2022 Q1	$7.42M	Buy	154,516 +6,322	+4%	+$308K	5.72%	4
2021 Q4	$7.57M	Buy	+148,194	New	+$7.61M	5.77%	4

Other funds holding VEA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Level Financial Advisors's VEA Position: Q2 2026 in Review

Level Financial Advisors increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 7.6% in Q2 2026, buying an estimated $2.38M and bringing the position to 485,706 shares worth $34.6M. The position accounts for 7.73% of the portfolio, ranked #2.

Level Financial Advisors first reported a position in VEA in Q4 2021 and has held it in 19 quarters since. 2,984 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

Level Financial Advisors held 485,706 shares of Vanguard FTSE Developed Markets ETF worth $34.6M as of Q2 2026.
Level Financial Advisors bought 34,193 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $2.38M.
Vanguard FTSE Developed Markets ETF made up 7.73% of Level Financial Advisors's portfolio in Q2 2026, its #2 holding.
Level Financial Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2021 and has held it in 19 quarters since.
2,984 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Level Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.