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

PlanVest 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 		$1.29M Buy
18,078
+1,172
+7% +$81.6K 0.86% 30
2026
Q1 		$1.08M Buy
+16,906
New +$1.12M 0.82% 30

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 $59.1B AUM 18.41% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
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

PlanVest Financial's VEA Position: Q2 2026 in Review

PlanVest Financial increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 6.9% in Q2 2026, buying an estimated $81.6K and bringing the position to 18,078 shares worth $1.29M. The position accounts for 0.86% of the portfolio, ranked #30.

PlanVest Financial first reported a position in VEA in Q1 2026 and has held it in 2 quarters since. 2,888 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

  • PlanVest Financial held 18,078 shares of Vanguard FTSE Developed Markets ETF worth $1.29M as of Q2 2026.
  • PlanVest Financial bought 1,172 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $81.6K.
  • Vanguard FTSE Developed Markets ETF made up 0.86% of PlanVest Financial's portfolio in Q2 2026, its #30 holding.
  • PlanVest Financial first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2026 and has held it in 2 quarters since.
  • 2,888 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.