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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
Q2 		– Sell
-3,477
Closed -$223K – 274
2026
Q1 		$223K Buy
+3,477
New +$229K 0.05% 204
2022
Q2 		$1.92M Buy
+46,968
New +$2.09M 3.3% 8

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Creative Planning
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Plan Group Financial's VEA Position: Q2 2026 in Review

Plan Group Financial sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q2 2026, closing a stake of 3,477 shares — an estimated $223K sold.

Plan Group Financial first reported a position in VEA in Q2 2022 and held it in 2 quarters. The position peaked at $1.92M in Q2 2022. 2,999 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

  • Plan Group Financial reported no remaining Vanguard FTSE Developed Markets ETF position as of Q2 2026 after selling out during the quarter.
  • Plan Group Financial sold 3,477 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $223K.
  • Plan Group Financial first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2022 and held it in 2 quarters.
  • Plan Group Financial's Vanguard FTSE Developed Markets ETF position peaked at $1.92M in Q2 2022.
  • 2,999 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.