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Beacon Financial Advisory’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Beacon Financial Advisory’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 		$761K Buy
11,883
+1,836
+18% +$121K 0.17% 167
2025
Q4 		$628K Sell
10,047
-312
-3% -$19.1K 0.15% 180
2025
Q3 		$621K Buy
10,359
+23
+0.2% +$1.34K 0.14% 177
2025
Q2 		$589K Sell
10,336
-702
-6% -$37.6K 0.15% 176
2025
Q1 		$561K Buy
11,038
+1,329
+14% +$67.3K 0.17% 151
2024
Q4 		$464K Sell
9,709
-449
-4% -$22.5K 0.15% 172
2024
Q3 		$536K Sell
10,158
-361
-3% -$18.4K 0.18% 151
2024
Q2 		$520K Buy
10,519
+72
+0.7% +$3.58K 0.19% 141
2024
Q1 		$524K Sell
10,447
-341
-3% -$16.5K 0.25% 116
2023
Q4 		$517K Sell
10,788
-337
-3% -$15.1K 0.25% 116
2023
Q3 		$486K Buy
11,125
+1,762
+19% +$80.6K 0.27% 111
2023
Q2 		$432K Buy
9,363
+23
+0.2% +$1.06K 0.25% 128
2023
Q1 		$422K Sell
9,340
-4,768
-34% -$212K 0.27% 124
2022
Q4 		$592K Sell
14,108
-4,944
-26% -$200K 0.42% 73
2022
Q3 		$693K Sell
19,052
-3,350
-15% -$137K 0.49% 60
2022
Q2 		$914K Sell
22,402
-681
-3% -$30.3K 0.52% 55
2022
Q1 		$1.11M Sell
23,083
-1,383
-6% -$67.3K 0.53% 53
2021
Q4 		$1.25M Buy
24,466
+6,891
+39% +$354K 0.58% 49
2021
Q3 		$887K Buy
17,575
+743
+4% +$38.6K 0.46% 70
2021
Q2 		$867K Sell
16,832
-129
-0.8% -$6.66K 0.47% 72
2021
Q1 		$833K Buy
16,961
+11,616
+217% +$567K 0.48% 72
2020
Q4 		$252K Buy
+5,345
New +$235K 0.16% 161

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

Beacon Financial Advisory's VEA Position: Q1 2026 in Review

Beacon Financial Advisory increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 18% in Q1 2026, buying an estimated $121K and bringing the position to 11,883 shares worth $761K. The position accounts for 0.17% of the portfolio, ranked #167.

Beacon Financial Advisory first reported a position in VEA in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.25M in Q4 2021. 2,894 funds tracked by Wall St. Rank hold VEA as of Q1 2026.

  • Beacon Financial Advisory held 11,883 shares of Vanguard FTSE Developed Markets ETF worth $761K as of Q1 2026.
  • Beacon Financial Advisory bought 1,836 Vanguard FTSE Developed Markets ETF shares in Q1 2026, an estimated $121K.
  • Vanguard FTSE Developed Markets ETF made up 0.17% of Beacon Financial Advisory's portfolio in Q1 2026, its #167 holding.
  • Beacon Financial Advisory first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2020 and has held it in 22 quarters since.
  • Beacon Financial Advisory's Vanguard FTSE Developed Markets ETF position peaked at $1.25M in Q4 2021.
  • 2,894 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.