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

LM 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	$244K	Buy	3,425 +3,206	+1,464%	+$223K	0.03%	209
2026 Q1	$3.42K	Buy	219 +5	+2%	+$330	0.05%	156
2025 Q4	$3.42K	Sell	214 -3,211	-94%	-$197K	0.06%	150
2025 Q3	$205K	Buy	+3,425	New	+$200K	0.03%	207
2025 Q2	–	Sell	-5,900	Closed	-$300K	–	228
2025 Q1	$300K	Buy	+5,900	New	+$299K	0.05%	182
2024 Q3	–	Sell	-4,394	Closed	-$217K	–	184
2024 Q2	$217K	Buy	+4,394	New	+$219K	0.04%	176
2024 Q1	–	Sell	-315	Closed	-$15.1K	–	679
2023 Q4	$15.1K	Buy	+315	New	+$14.1K	﹤0.01%	478

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

LM Advisors's VEA Position: Q2 2026 in Review

LM Advisors increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 1,464% in Q2 2026, buying an estimated $223K and bringing the position to 3,425 shares worth $244K. The position accounts for 0.03% of the portfolio, ranked #209.

LM Advisors first reported a position in VEA in Q4 2023 and has held it in 7 quarters since. The position peaked at $300K in Q1 2025. 2,989 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

LM Advisors held 3,425 shares of Vanguard FTSE Developed Markets ETF worth $244K as of Q2 2026.
LM Advisors bought 3,206 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $223K.
Vanguard FTSE Developed Markets ETF made up 0.03% of LM Advisors's portfolio in Q2 2026, its #209 holding.
LM Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2023 and has held it in 7 quarters since.
LM Advisors's Vanguard FTSE Developed Markets ETF position peaked at $300K in Q1 2025.
2,989 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.