AIFS
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A&I Financial Services’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

A&I Financial Services’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 		$5.89M Sell
82,715
-1,823
-2% -$127K 2.57% 10
2026
Q1 		$5.42M Sell
84,538
-10,021
-11% -$661K 2.57% 10
2025
Q4 		$5.91M Buy
94,559
+2,622
+3% +$161K 2.81% 8
2025
Q3 		$5.55M Buy
91,937
+1,016
+1% +$59.2K 2.71% 8
2025
Q2 		$5.18M Buy
90,921
+179
+0.2% +$9.59K 2.93% 7
2025
Q1 		$4.61M Buy
90,742
+15,664
+21% +$793K 3.12% 7
2024
Q4 		$3.59M Buy
+75,078
New +$3.77M 3.5% 4
2019
Q3 		$1.6M Buy
38,960
+3,180
+9% +$130K 2.39% 14
2019
Q2 		$1.49M Buy
35,780
+4,242
+13% +$175K 2.44% 15
2019
Q1 		$1.29M Buy
31,538
+1,901
+6% +$76K 2.38% 14
2018
Q4 		$1.1M Sell
29,637
-2,634
-8% -$104K 1.86% 17
2018
Q3 		$1.4M Buy
32,271
+566
+2% +$24.4K 3.5% 11
2018
Q2 		$1.36M Buy
+31,705
New +$1.41M 2.73% 13
2018
Q1 		– Sell
-28,746
Closed -$1.29M – 26
2017
Q4 		$1.29M Buy
+28,746
New +$1.27M 2.55% 15

Other funds holding VEA

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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

A&I Financial Services's VEA Position: Q2 2026 in Review

A&I Financial Services reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 2.2% in Q2 2026, selling an estimated $127K and leaving 82,715 shares worth $5.89M. The position accounts for 2.57% of the portfolio, ranked #10.

A&I Financial Services first reported a position in VEA in Q4 2017 and has held it in 14 quarters since. The position peaked at $5.91M in Q4 2025. 1,588 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

  • A&I Financial Services held 82,715 shares of Vanguard FTSE Developed Markets ETF worth $5.89M as of Q2 2026.
  • A&I Financial Services sold 1,823 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $127K.
  • Vanguard FTSE Developed Markets ETF made up 2.57% of A&I Financial Services's portfolio in Q2 2026, its #10 holding.
  • A&I Financial Services first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2017 and has held it in 14 quarters since.
  • A&I Financial Services's Vanguard FTSE Developed Markets ETF position peaked at $5.91M in Q4 2025.
  • 1,588 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on A&I Financial Services's 13F filing for Q2 2026, filed 9 Jul 2026.