Total Wealth Planning’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Total Wealth 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
2025 Q4	$315K	Sell	5,047 -3,849	-43%	-$236K	0.67%	31
2025 Q3	$533K	Sell	8,896 -92	-1%	-$5.36K	0.06%	78
2025 Q2	$512K	Buy	8,988 +1,374	+18%	+$73.6K	0.06%	73
2025 Q1	$387K	Sell	7,614 -80	-1%	-$4.05K	0.06%	71
2024 Q4	$368K	Sell	7,694 -420	-5%	-$21.1K	0.06%	73
2024 Q3	$428K	Sell	8,114 -120	-1%	-$6.1K	0.07%	67
2024 Q2	$423K	Sell	8,234 -301	-4%	-$15K	0.07%	68
2024 Q1	$428K	Buy	8,535 +180	+2%	+$8.69K	0.07%	68
2023 Q4	$400K	Buy	8,355 +514	+7%	+$23K	0.07%	70
2023 Q3	$343K	Sell	7,841 -49	-0.6%	-$2.24K	0.07%	72
2023 Q2	$364K	Sell	7,890 -4,593	-37%	-$211K	0.08%	70
2023 Q1	$564K	Sell	12,483 -1,550	-11%	-$69K	0.12%	60
2022 Q4	$589K	Sell	14,033 -1,063	-7%	-$43.1K	0.15%	57
2022 Q3	$549K	Sell	15,096 -6,639	-31%	-$271K	0.16%	55
2022 Q2	$887K	Sell	21,735 -879	-4%	-$39.1K	0.26%	47
2022 Q1	$1.09M	Buy	+22,614	New	+$1.1M	0.29%	43

Other funds holding VEA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Total Wealth Planning's VEA Position: Q4 2025 in Review

Total Wealth Planning reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 43% in Q4 2025, selling an estimated $236K and leaving 5,047 shares worth $315K. The position accounts for 0.67% of the portfolio, ranked #31.

Total Wealth Planning first reported a position in VEA in Q1 2022 and has held it in 16 quarters since. The position peaked at $1.09M in Q1 2022. 2,836 funds tracked by Wall St. Rank hold VEA as of Q4 2025.

Total Wealth Planning held 5,047 shares of Vanguard FTSE Developed Markets ETF worth $315K as of Q4 2025.
Total Wealth Planning sold 3,849 Vanguard FTSE Developed Markets ETF shares in Q4 2025, an estimated $236K.
Vanguard FTSE Developed Markets ETF made up 0.67% of Total Wealth Planning's portfolio in Q4 2025, its #31 holding.
Total Wealth Planning first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2022 and has held it in 16 quarters since.
Total Wealth Planning's Vanguard FTSE Developed Markets ETF position peaked at $1.09M in Q1 2022.
2,836 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2025.

Based on Total Wealth Planning's 13F filing for Q4 2025, filed 13 Feb 2026.