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

Lifeworks 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	$1.55M	Buy	21,741 +13,622	+168%	+$949K	0.16%	111
2026 Q1	$520K	Buy	8,119 +1,026	+14%	+$67.7K	0.07%	192
2025 Q4	$443K	Buy	+7,093	New	+$435K	0.06%	220
2025 Q1	–	Sell	-6,565	Closed	-$314K	–	338
2024 Q4	$314K	Buy	6,565 +610	+10%	+$30.6K	0.06%	228
2024 Q3	$314K	Buy	+5,955	New	+$303K	0.06%	221

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

Lifeworks Advisors's VEA Position: Q2 2026 in Review

Lifeworks Advisors increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 168% in Q2 2026, buying an estimated $949K and bringing the position to 21,741 shares worth $1.55M. The position accounts for 0.16% of the portfolio, ranked #111.

Lifeworks Advisors first reported a position in VEA in Q3 2024 and has held it in 5 quarters since. 3,002 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

Lifeworks Advisors held 21,741 shares of Vanguard FTSE Developed Markets ETF worth $1.55M as of Q2 2026.
Lifeworks Advisors bought 13,622 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $949K.
Vanguard FTSE Developed Markets ETF made up 0.16% of Lifeworks Advisors's portfolio in Q2 2026, its #111 holding.
Lifeworks Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q3 2024 and has held it in 5 quarters since.
3,002 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.