Mowery & Schoenfeld Wealth Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Mowery & Schoenfeld 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	–	Sell	-3,942	Closed	-$246K	–	486
2025 Q4	$246K	Buy	+3,942	New	+$241K	0.36%	42
2025 Q2	–	Sell	-320	Closed	-$16.3K	–	459
2025 Q1	$16.3K	Buy	+320	New	+$16.2K	0.03%	221

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 $424B AUM 22.96% 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 $52B AUM 24.53% 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

Mowery & Schoenfeld Wealth Management's VEA Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q1 2026, closing a stake of 3,942 shares — an estimated $246K sold.

Mowery & Schoenfeld Wealth Management first reported a position in VEA in Q1 2025 and held it in 2 quarters. The position peaked at $246K in Q4 2025. 2,897 funds tracked by Wall St. Rank hold VEA as of Q1 2026.

Mowery & Schoenfeld Wealth Management reported no remaining Vanguard FTSE Developed Markets ETF position as of Q1 2026 after selling out during the quarter.
Mowery & Schoenfeld Wealth Management sold 3,942 Vanguard FTSE Developed Markets ETF shares in Q1 2026, an estimated $246K.
Mowery & Schoenfeld Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2025 and held it in 2 quarters.
Mowery & Schoenfeld Wealth Management's Vanguard FTSE Developed Markets ETF position peaked at $246K in Q4 2025.
2,897 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.