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Wealth Forward LLC’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Wealth Forward LLC’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 		$16.9M Buy
263,557
+2,745
+1% +$181K 9.53% 4
2025
Q4 		$16.3M Buy
260,812
+3,101
+1% +$190K 9.2% 4
2025
Q3 		$15.4M Sell
257,711
-100,533
-28% -$5.86M 8.97% 4
2025
Q2 		$20.4M Sell
358,244
-4,017
-1% -$215K 13.72% 2
2025
Q1 		$18.4M Buy
362,261
+957
+0.3% +$48.4K 13.1% 2
2024
Q4 		$17.3M Buy
361,304
+20,630
+6% +$1.04M 12.19% 4
2024
Q3 		$18M Buy
340,674
+34,853
+11% +$1.77M 12.62% 3
2024
Q2 		$15.1M Buy
305,821
+5,506
+2% +$274K 11.81% 3
2024
Q1 		$15.1M Buy
300,315
+12,838
+4% +$620K 11.86% 3
2023
Q4 		$13.8M Buy
+287,477
New +$12.9M 11.63% 3

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

Wealth Forward LLC's VEA Position: Q1 2026 in Review

Wealth Forward LLC increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 1.1% in Q1 2026, buying an estimated $181K and bringing the position to 263,557 shares worth $16.9M. The position accounts for 9.53% of the portfolio, ranked #4.

Wealth Forward LLC first reported a position in VEA in Q4 2023 and has held it in 10 quarters since. The position peaked at $20.4M in Q2 2025. 2,891 funds tracked by Wall St. Rank hold VEA as of Q1 2026.

  • Wealth Forward LLC held 263,557 shares of Vanguard FTSE Developed Markets ETF worth $16.9M as of Q1 2026.
  • Wealth Forward LLC bought 2,745 Vanguard FTSE Developed Markets ETF shares in Q1 2026, an estimated $181K.
  • Vanguard FTSE Developed Markets ETF made up 9.53% of Wealth Forward LLC's portfolio in Q1 2026, its #4 holding.
  • Wealth Forward LLC first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2023 and has held it in 10 quarters since.
  • Wealth Forward LLC's Vanguard FTSE Developed Markets ETF position peaked at $20.4M in Q2 2025.
  • 2,891 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2026.

Based on Wealth Forward LLC's 13F filing for Q1 2026, filed 4 May 2026.