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

SwitchPoint Financial Planning’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	$718K	Buy	11,208 +628	+6%	+$41.4K	0.49%	35
2025 Q4	$661K	Hold	10,580	–	–	0.46%	36
2025 Q3	$634K	Sell	10,580 -120	-1%	-$6.99K	0.46%	36
2025 Q2	$610K	Buy	10,700 +3,482	+48%	+$187K	0.5%	34
2025 Q1	$367K	Hold	7,218	–	–	0.35%	36
2024 Q4	$345K	Buy	+7,218	New	+$362K	0.33%	36

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

SwitchPoint Financial Planning's VEA Position: Q1 2026 in Review

SwitchPoint Financial Planning increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 5.9% in Q1 2026, buying an estimated $41.4K and bringing the position to 11,208 shares worth $718K. The position accounts for 0.49% of the portfolio, ranked #35.

SwitchPoint Financial Planning first reported a position in VEA in Q4 2024 and has held it in 6 quarters since. 2,891 funds tracked by Wall St. Rank hold VEA as of Q1 2026.

SwitchPoint Financial Planning held 11,208 shares of Vanguard FTSE Developed Markets ETF worth $718K as of Q1 2026.
SwitchPoint Financial Planning bought 628 Vanguard FTSE Developed Markets ETF shares in Q1 2026, an estimated $41.4K.
Vanguard FTSE Developed Markets ETF made up 0.49% of SwitchPoint Financial Planning's portfolio in Q1 2026, its #35 holding.
SwitchPoint Financial Planning first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2024 and has held it in 6 quarters since.
2,891 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2026.

Based on SwitchPoint Financial Planning's 13F filing for Q1 2026, filed 30 Apr 2026.