LPWM LLC
VEA icon

LPWM LLC’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

LPWM LLC’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 		$4.7M Buy
66,596
+539
+0.8% +$38.7K 1.03% 19
2026
Q2 		$4.71M Buy
66,057
+279
+0.4% +$19.4K 1.04% 18
2026
Q1 		$4.22M Buy
65,778
+9,345
+17% +$617K 1.06% 17
2025
Q4 		$3.53M Buy
56,433
+2,556
+5% +$157K 0.89% 23
2025
Q3 		$3.23M Buy
53,877
+1,566
+3% +$91.3K 0.86% 24
2025
Q2 		$2.98M Buy
52,311
+79
+0.2% +$4.23K 0.87% 24
2025
Q1 		$2.65M Sell
52,232
-825
-2% -$41.7K 0.86% 25
2024
Q4 		$2.54M Sell
53,057
-480
-0.9% -$24.1K 0.82% 25
2024
Q3 		$2.78M Buy
53,537
+2,193
+4% +$112K 0.91% 24
2024
Q2 		$2.58M Buy
51,344
+1,139
+2% +$56.7K 0.89% 24
2024
Q1 		$2.47M Buy
50,205
+415
+0.8% +$20K 0.91% 24
2023
Q4 		$2.35M Buy
49,790
+2,970
+6% +$133K 0.93% 23
2023
Q3 		$2.02M Buy
46,820
+2,079
+5% +$95.1K 0.91% 23
2023
Q2 		$2.07M Buy
44,741
+2,058
+5% +$94.7K 0.91% 22
2023
Q1 		$1.93M Buy
42,683
+1,647
+4% +$73.4K 0.93% 22
2022
Q4 		$1.8M Sell
41,036
-2,985
-7% -$121K 0.97% 21
2022
Q3 		$1.6M Sell
44,021
-510
-1% -$20.8K 0.95% 21
2022
Q2 		$1.82M Sell
44,531
-3,519
-7% -$156K 1.01% 19
2022
Q1 		$2.28M Sell
48,050
-1,060
-2% -$51.6K 1.14% 17
2021
Q4 		$2.51M Buy
49,110
+8,260
+20% +$424K 1.33% 11
2021
Q3 		$2.07M Buy
40,850
+419
+1% +$21.8K 1.23% 12
2021
Q2 		$2.1M Buy
40,431
+2,069
+5% +$107K 1.26% 12
2021
Q1 		$1.91M Buy
38,362
+2,067
+6% +$101K 1.28% 13
2020
Q4 		$1.71M Buy
36,295
+2,974
+9% +$131K 1.28% 13
2020
Q3 		$1.37M Sell
33,321
-735
-2% -$30.2K 1.11% 16
2020
Q2 		$1.32M Buy
34,056
+16,819
+98% +$614K 1.21% 15
2020
Q1 		$575K Buy
+17,237
New +$692K 0.63% 23

Other funds holding VEA

CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

LPWM LLC's VEA Position: Q3 2026 in Review

LPWM LLC increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 0.82% in Q3 2026, buying an estimated $38.7K and bringing the position to 66,596 shares worth $4.7M. The position accounts for 1.03% of the portfolio, ranked #19.

LPWM LLC first reported a position in VEA in Q1 2020 and has held it in 27 quarters since. The position peaked at $4.71M in Q2 2026. 905 funds tracked by Wall St. Rank hold VEA as of Q3 2026.

  • LPWM LLC held 66,596 shares of Vanguard FTSE Developed Markets ETF worth $4.7M as of Q3 2026.
  • LPWM LLC bought 539 Vanguard FTSE Developed Markets ETF shares in Q3 2026, an estimated $38.7K.
  • Vanguard FTSE Developed Markets ETF made up 1.03% of LPWM LLC's portfolio in Q3 2026, its #19 holding.
  • LPWM LLC first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2020 and has held it in 27 quarters since.
  • LPWM LLC's Vanguard FTSE Developed Markets ETF position peaked at $4.71M in Q2 2026.
  • 905 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2026.

Based on LPWM LLC's 13F filing for Q3 2026, filed 20 Oct 2026.