LifePlan Investment Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

LifePlan Investment 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 Q1	$8.11M	Buy	126,510 +4,793	+4%	+$316K	3.19%	5
2025 Q4	$7.6M	Buy	121,717 +11,435	+10%	+$700K	3.1%	5
2025 Q3	$6.61M	Buy	110,282 +13,470	+14%	+$785K	2.77%	5
2025 Q2	$5.52M	Buy	96,812 +10,392	+12%	+$557K	2.74%	6
2025 Q1	$4.39M	Buy	86,420 +10,298	+14%	+$521K	2.53%	10
2024 Q4	$3.64M	Buy	76,122 +7,405	+11%	+$372K	2.25%	13
2024 Q3	$3.63M	Buy	68,717 +13,573	+25%	+$690K	2.32%	13
2024 Q2	$2.73M	Buy	55,144 +14,441	+35%	+$719K	1.96%	20
2024 Q1	$2.04M	Buy	40,703 +24,860	+157%	+$1.2M	1.63%	23
2023 Q4	$759K	Buy	+15,843	New	+$709K	0.69%	34

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

LifePlan Investment Advisors's VEA Position: Q1 2026 in Review

LifePlan Investment Advisors increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 3.9% in Q1 2026, buying an estimated $316K and bringing the position to 126,510 shares worth $8.11M. The position accounts for 3.19% of the portfolio, ranked #5.

LifePlan Investment Advisors first reported a position in VEA in Q4 2023 and has held it in 10 quarters since. 2,893 funds tracked by Wall St. Rank hold VEA as of Q1 2026.

LifePlan Investment Advisors held 126,510 shares of Vanguard FTSE Developed Markets ETF worth $8.11M as of Q1 2026.
LifePlan Investment Advisors bought 4,793 Vanguard FTSE Developed Markets ETF shares in Q1 2026, an estimated $316K.
Vanguard FTSE Developed Markets ETF made up 3.19% of LifePlan Investment Advisors's portfolio in Q1 2026, its #5 holding.
LifePlan Investment Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2023 and has held it in 10 quarters since.
2,893 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2026.

Based on LifePlan Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.