Mittelman Wealth Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Mittelman Wealth Management’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	$14.2M	Buy	220,830 +6,714	+3%	+$443K	8.82%	3
2025 Q4	$13.4M	Buy	214,116 +8,184	+4%	+$501K	8.69%	3
2025 Q3	$12.3M	Buy	205,932 +8,461	+4%	+$493K	8.08%	3
2025 Q2	$11.3M	Sell	197,471 -56,402	-22%	-$3.02M	9.5%	3
2025 Q1	$12.9M	Sell	253,873 -7,465	-3%	-$378K	11.64%	3
2024 Q4	$12.5M	Sell	261,338 -128,127	-33%	-$6.43M	11.63%	4
2024 Q3	$20.6M	Buy	389,465 +201,957	+108%	+$10.3M	11.69%	4
2024 Q2	$9.27M	Buy	187,508 +10,566	+6%	+$526K	6.01%	6
2024 Q1	$8.88M	Buy	+176,942	New	+$8.54M	6.01%	6

Other funds holding VEA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Mittelman Wealth Management's VEA Position: Q1 2026 in Review

Mittelman Wealth Management increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 3.1% in Q1 2026, buying an estimated $443K and bringing the position to 220,830 shares worth $14.2M. The position accounts for 8.82% of the portfolio, ranked #3.

Mittelman Wealth Management first reported a position in VEA in Q1 2024 and has held it in 9 quarters since. The position peaked at $20.6M in Q3 2024. 2,891 funds tracked by Wall St. Rank hold VEA as of Q1 2026.

Mittelman Wealth Management held 220,830 shares of Vanguard FTSE Developed Markets ETF worth $14.2M as of Q1 2026.
Mittelman Wealth Management bought 6,714 Vanguard FTSE Developed Markets ETF shares in Q1 2026, an estimated $443K.
Vanguard FTSE Developed Markets ETF made up 8.82% of Mittelman Wealth Management's portfolio in Q1 2026, its #3 holding.
Mittelman Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2024 and has held it in 9 quarters since.
Mittelman Wealth Management's Vanguard FTSE Developed Markets ETF position peaked at $20.6M in Q3 2024.
2,891 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2026.

Based on Mittelman Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.