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Lutz Financial Services’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Lutz Financial Services’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 		$1.96M Sell
30,620
-178
-0.6% -$11.7K 0.13% 51
2025
Q4 		$1.92M Hold
30,798
– – 0.13% 53
2025
Q3 		$1.85M Sell
30,798
-827
-3% -$48.2K 0.13% 53
2025
Q2 		$1.8M Buy
31,625
+29
+0.1% +$1.55K 0.14% 52
2025
Q1 		$1.61M Hold
31,596
– – 0.13% 52
2024
Q4 		$1.51M Buy
31,596
+8,385
+36% +$421K 0.12% 55
2024
Q3 		$1.23M Buy
23,211
+2,653
+13% +$135K 0.1% 56
2024
Q2 		$1.02M Hold
20,558
– – 0.09% 59
2024
Q1 		$1.03M Hold
20,558
– – 0.09% 57
2023
Q4 		$985K Buy
+20,558
New +$920K 0.09% 58
2022
Q4 		– Sell
-8,505
Closed -$309K – 78
2022
Q3 		$309K Buy
8,505
+3,026
+55% +$123K 0.04% 64
2022
Q2 		$224K Sell
5,479
-131
-2% -$5.82K 0.03% 67
2022
Q1 		$269K Sell
5,610
-7,716
-58% -$375K 0.03% 58
2021
Q4 		$680K Sell
13,326
-258
-2% -$13.2K 0.08% 51
2021
Q3 		$686K Buy
13,584
+39
+0.3% +$2.03K 0.09% 51
2021
Q2 		$698K Buy
13,545
+941
+7% +$48.6K 0.09% 50
2021
Q1 		$619K Sell
12,604
-485
-4% -$23.7K 0.09% 48
2020
Q4 		$618K Sell
13,089
-727
-5% -$32K 0.1% 47
2020
Q3 		$565K Sell
13,816
-1,678
-11% -$68.8K 0.11% 49
2020
Q2 		$601K Sell
15,494
-35,679
-70% -$1.3M 0.12% 48
2020
Q1 		$1.71M Sell
51,173
-126,767
-71% -$5.09M 0.38% 41
2019
Q4 		$7.84M Sell
177,940
-23,023
-11% -$982K 1.39% 21
2019
Q3 		$8.26M Sell
200,963
-38,174
-16% -$1.56M 1.58% 19
2019
Q2 		$9.97M Sell
239,137
-41,028
-15% -$1.69M 1.95% 16
2019
Q1 		$11.4M Sell
280,165
-82,720
-23% -$3.31M 2.33% 15
2018
Q4 		$13.5M Sell
362,885
-203,870
-36% -$8.07M 3.01% 11
2018
Q3 		$24.5M Buy
566,755
+92,927
+20% +$4.01M 5.41% 7
2018
Q2 		$20.3M Buy
473,828
+11,746
+3% +$524K 5.79% 7
2018
Q1 		$20.4M Buy
462,082
+33,950
+8% +$1.54M 6.03% 6
2017
Q4 		$19.2M Buy
+428,132
New +$18.9M 5.6% 8

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Lutz Financial Services's VEA Position: Q1 2026 in Review

Lutz Financial Services reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 0.58% in Q1 2026, selling an estimated $11.7K and leaving 30,620 shares worth $1.96M. The position accounts for 0.13% of the portfolio, ranked #51.

Lutz Financial Services first reported a position in VEA in Q4 2017 and has held it in 30 quarters since. The position peaked at $24.5M in Q3 2018. 2,891 funds tracked by Wall St. Rank hold VEA as of Q1 2026.

  • Lutz Financial Services held 30,620 shares of Vanguard FTSE Developed Markets ETF worth $1.96M as of Q1 2026.
  • Lutz Financial Services sold 178 Vanguard FTSE Developed Markets ETF shares in Q1 2026, an estimated $11.7K.
  • Vanguard FTSE Developed Markets ETF made up 0.13% of Lutz Financial Services's portfolio in Q1 2026, its #51 holding.
  • Lutz Financial Services first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2017 and has held it in 30 quarters since.
  • Lutz Financial Services's Vanguard FTSE Developed Markets ETF position peaked at $24.5M in Q3 2018.
  • 2,891 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2026.

Based on Lutz Financial Services's 13F filing for Q1 2026, filed 4 May 2026.