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

Plan Group 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 		$223K Buy
+3,477
New +$229K 0.05% 204
2022
Q2 		$1.92M Buy
+46,968
New +$2.09M 3.3% 8

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

Plan Group Financial's VEA Position: Q1 2026 in Review

Plan Group Financial opened a new position in Vanguard FTSE Developed Markets ETF (VEA) in Q1 2026: 3,477 shares worth $223K. The stake represents 0.05% of the portfolio and ranks #204 among its holdings. This is a return to the name: Plan Group Financial previously reported a position in VEA as recently as Q2 2022.

Plan Group Financial first reported a position in VEA in Q2 2022 and has held it in 2 quarters since. The position peaked at $1.92M in Q2 2022. 2,892 funds tracked by Wall St. Rank hold VEA as of Q1 2026.

  • Plan Group Financial held 3,477 shares of Vanguard FTSE Developed Markets ETF worth $223K as of Q1 2026.
  • Vanguard FTSE Developed Markets ETF was a new Plan Group Financial position in Q1 2026.
  • Vanguard FTSE Developed Markets ETF made up 0.05% of Plan Group Financial's portfolio in Q1 2026, its #204 holding.
  • Plan Group Financial first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2022 and has held it in 2 quarters since.
  • Plan Group Financial's Vanguard FTSE Developed Markets ETF position peaked at $1.92M in Q2 2022.
  • 2,892 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.