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WealthPlan Investment Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

WealthPlan Investment Management’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 		$770K Buy
10,807
+588
+6% +$41K 0.04% 260
2026
Q1 		$655K Buy
10,219
+5,838
+133% +$385K 0.04% 263
2025
Q4 		$274K Buy
+4,381
New +$268K 0.02% 323

Other funds holding VEA

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

WealthPlan Investment Management's VEA Position: Q2 2026 in Review

WealthPlan Investment Management increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 5.8% in Q2 2026, buying an estimated $41K and bringing the position to 10,807 shares worth $770K. The position accounts for 0.04% of the portfolio, ranked #260.

WealthPlan Investment Management first reported a position in VEA in Q4 2025 and has held it in 3 quarters since. 1,333 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

  • WealthPlan Investment Management held 10,807 shares of Vanguard FTSE Developed Markets ETF worth $770K as of Q2 2026.
  • WealthPlan Investment Management bought 588 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $41K.
  • Vanguard FTSE Developed Markets ETF made up 0.04% of WealthPlan Investment Management's portfolio in Q2 2026, its #260 holding.
  • WealthPlan Investment Management first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,333 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.