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 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

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

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Level Wealth Management's VEA Position: Q1 2026 in Review

Level Wealth Management increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 9.5% in Q1 2026, buying an estimated $2.14M and bringing the position to 372,959 shares worth $23.9M. The position accounts for 11.2% of the portfolio, ranked #3.

Level Wealth Management first reported a position in VEA in Q4 2024 and has held it in 6 quarters since. 2,891 funds tracked by Wall St. Rank hold VEA as of Q1 2026.

Level Wealth Management held 372,959 shares of Vanguard FTSE Developed Markets ETF worth $23.9M as of Q1 2026.
Level Wealth Management bought 32,388 Vanguard FTSE Developed Markets ETF shares in Q1 2026, an estimated $2.14M.
Vanguard FTSE Developed Markets ETF made up 11.2% of Level Wealth Management's portfolio in Q1 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 6 quarters since.
2,891 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2026.

Based on Level Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.