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

North Berkeley 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	$622K	Sell	9,714 -482	-5%	-$31.8K	0.33%	43
2025 Q4	$637K	Buy	10,196 +752	+8%	+$46.1K	0.38%	39
2025 Q3	$566K	Hold	9,444	–	–	0.45%	33
2025 Q2	$538K	Sell	9,444 -93	-1%	-$4.98K	0.49%	33
2025 Q1	$485K	Hold	9,537	–	–	0.5%	34
2024 Q4	$456K	Buy	+9,537	New	+$479K	0.46%	39

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

North Berkeley Wealth Management's VEA Position: Q1 2026 in Review

North Berkeley Wealth Management reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 4.7% in Q1 2026, selling an estimated $31.8K and leaving 9,714 shares worth $622K. The position accounts for 0.33% of the portfolio, ranked #43.

North Berkeley Wealth Management first reported a position in VEA in Q4 2024 and has held it in 6 quarters since. The position peaked at $637K in Q4 2025. 2,891 funds tracked by Wall St. Rank hold VEA as of Q1 2026.

North Berkeley Wealth Management held 9,714 shares of Vanguard FTSE Developed Markets ETF worth $622K as of Q1 2026.
North Berkeley Wealth Management sold 482 Vanguard FTSE Developed Markets ETF shares in Q1 2026, an estimated $31.8K.
Vanguard FTSE Developed Markets ETF made up 0.33% of North Berkeley Wealth Management's portfolio in Q1 2026, its #43 holding.
North Berkeley Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2024 and has held it in 6 quarters since.
North Berkeley Wealth Management's Vanguard FTSE Developed Markets ETF position peaked at $637K in Q4 2025.
2,891 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2026.

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