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

Midwestern Financial’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 		$2.91M Sell
45,407
-10,322
-19% -$681K 2.29% 14
2025
Q4 		$3.48M Buy
55,729
+2,987
+6% +$183K 2.88% 11
2025
Q3 		$3.16M Sell
52,742
-6,271
-11% -$365K 2.71% 12
2025
Q2 		$3.36M Buy
+59,013
New +$3.16M 3.15% 10

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

Midwestern Financial's VEA Position: Q1 2026 in Review

Midwestern Financial reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 19% in Q1 2026, selling an estimated $681K and leaving 45,407 shares worth $2.91M. The position accounts for 2.29% of the portfolio, ranked #14.

Midwestern Financial first reported a position in VEA in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.48M in Q4 2025. 2,894 funds tracked by Wall St. Rank hold VEA as of Q1 2026.

  • Midwestern Financial held 45,407 shares of Vanguard FTSE Developed Markets ETF worth $2.91M as of Q1 2026.
  • Midwestern Financial sold 10,322 Vanguard FTSE Developed Markets ETF shares in Q1 2026, an estimated $681K.
  • Vanguard FTSE Developed Markets ETF made up 2.29% of Midwestern Financial's portfolio in Q1 2026, its #14 holding.
  • Midwestern Financial first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2025 and has held it in 4 quarters since.
  • Midwestern Financial's Vanguard FTSE Developed Markets ETF position peaked at $3.48M in Q4 2025.
  • 2,894 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2026.

Based on Midwestern Financial's 13F filing for Q1 2026, filed 5 May 2026.