Level Wealth Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Level Wealth Management’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 Q3	$28.8M	Buy	407,350 +7,931	+2%	+$569K	10.97%	3
2026 Q2	$28.5M	Buy	399,419 +26,460	+7%	+$1.84M	11.4%	3
2026 Q1	$23.9M	Buy	372,959 +32,388	+10%	+$2.14M	11.2%	3
2025 Q4	$21.3M	Sell	340,571 -11,335	-3%	-$694K	10.88%	3
2025 Q3	$21.1M	Buy	351,906 +24,602	+8%	+$1.43M	11.1%	3
2025 Q2	$18.7M	Sell	327,304 -51,899	-14%	-$2.78M	10.85%	3
2025 Q1	$19.3M	Buy	379,203 +44,341	+13%	+$2.24M	12.61%	3
2024 Q4	$16M	Buy	+334,862	New	+$16.8M	11.31%	3

Other funds holding VEA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Tanglewood Wealth Management Houston, Texas $1.2B AUM 13.27% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Level Wealth Management's VEA Position: Q3 2026 in Review

Level Wealth Management increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 2% in Q3 2026, buying an estimated $569K and bringing the position to 407,350 shares worth $28.8M. The position accounts for 10.97% of the portfolio, ranked #3.

Level Wealth Management first reported a position in VEA in Q4 2024 and has held it in 8 quarters since. 1,087 funds tracked by Wall St. Rank hold VEA as of Q3 2026.

Level Wealth Management held 407,350 shares of Vanguard FTSE Developed Markets ETF worth $28.8M as of Q3 2026.
Level Wealth Management bought 7,931 Vanguard FTSE Developed Markets ETF shares in Q3 2026, an estimated $569K.
Vanguard FTSE Developed Markets ETF made up 10.97% of Level Wealth Management's portfolio in Q3 2026, its #3 holding.
Level Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2024 and has held it in 8 quarters since.
1,087 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2026.

Based on Level Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.