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

Nvest 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	$453K	Sell	7,066 -690	-9%	-$45.5K	0.17%	95
2025 Q4	$485K	Sell	7,756 -75	-1%	-$4.59K	0.2%	84
2025 Q3	$469K	Buy	7,831 +3,046	+64%	+$178K	0.27%	74
2025 Q2	$273K	Sell	4,785 -580	-11%	-$31.1K	0.14%	94
2025 Q1	$273K	Buy	5,365 +30	+0.6%	+$1.52K	0.15%	88
2024 Q4	$255K	Buy	5,335 +536	+11%	+$26.9K	0.13%	100
2024 Q3	$253K	Sell	4,799 -163	-3%	-$8.29K	0.14%	85
2024 Q2	$245K	Sell	4,962 -152	-3%	-$7.56K	0.15%	80
2024 Q1	$257K	Buy	5,114 +253	+5%	+$12.2K	0.17%	70
2023 Q4	$233K	Buy	+4,861	New	+$218K	0.18%	65
2023 Q3	–	Sell	-4,641	Closed	-$214K	–	66
2023 Q2	$214K	Sell	4,641 -1,003	-18%	-$46.1K	0.19%	60
2023 Q1	$255K	Buy	+5,644	New	+$251K	0.27%	58

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

Nvest Financial's VEA Position: Q1 2026 in Review

Nvest Financial reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 8.9% in Q1 2026, selling an estimated $45.5K and leaving 7,066 shares worth $453K. The position accounts for 0.17% of the portfolio, ranked #95.

Nvest Financial first reported a position in VEA in Q1 2023 and has held it in 12 quarters since. The position peaked at $485K in Q4 2025. 2,891 funds tracked by Wall St. Rank hold VEA as of Q1 2026.

Nvest Financial held 7,066 shares of Vanguard FTSE Developed Markets ETF worth $453K as of Q1 2026.
Nvest Financial sold 690 Vanguard FTSE Developed Markets ETF shares in Q1 2026, an estimated $45.5K.
Vanguard FTSE Developed Markets ETF made up 0.17% of Nvest Financial's portfolio in Q1 2026, its #95 holding.
Nvest Financial first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2023 and has held it in 12 quarters since.
Nvest Financial's Vanguard FTSE Developed Markets ETF position peaked at $485K in Q4 2025.
2,891 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2026.

Based on Nvest Financial's 13F filing for Q1 2026, filed 28 Apr 2026.