BFG
VEA icon

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

Beacon Financial Group’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 		$3.78M Sell
53,108
-68
-0.1% -$4.74K 0.34% 69
2026
Q1 		$3.41M Sell
53,176
-171
-0.3% -$11.3K 0.34% 77
2025
Q4 		$3.33M Sell
53,347
-548
-1% -$33.6K 0.33% 76
2025
Q3 		$3.23M Buy
53,895
+120
+0.2% +$6.99K 0.32% 79
2025
Q2 		$3.07M Sell
53,775
-134
-0.2% -$7.18K 0.32% 79
2025
Q1 		$2.74M Sell
53,909
-2,659
-5% -$135K 0.3% 89
2024
Q4 		$2.71M Sell
56,568
-989
-2% -$49.7K 0.29% 87
2024
Q3 		$3.04M Buy
57,557
+28
+0% +$1.42K 0.33% 78
2024
Q2 		$2.84M Sell
57,529
-136
-0.2% -$6.77K 0.32% 82
2024
Q1 		$2.89M Sell
57,665
-2,139
-4% -$103K 0.33% 82
2023
Q4 		$2.86M Buy
59,804
+49,970
+508% +$2.24M 0.35% 77
2023
Q3 		$399K Sell
9,834
-58,958
-86% -$2.7M 0.06% 188
2023
Q2 		$3.14M Buy
68,792
+179
+0.3% +$8.23K 0.43% 71
2023
Q1 		$3.11M Buy
68,613
+913
+1% +$40.7K 0.43% 70
2022
Q4 		$2.84M Buy
67,700
+244
+0.4% +$9.88K 0.39% 74
2022
Q3 		$2.46M Buy
67,456
+110
+0.2% +$4.48K 0.38% 73
2022
Q2 		$2.78M Sell
67,346
-220
-0.3% -$9.78K 0.41% 73
2022
Q1 		$3.27M Buy
67,566
+2,218
+3% +$108K 0.44% 70
2021
Q4 		$3.36M Sell
65,348
-294
-0.4% -$15.1K 0.44% 69
2021
Q3 		$3.32M Buy
65,642
+311
+0.5% +$16.2K 0.45% 70
2021
Q2 		$3.3M Sell
65,331
-203
-0.3% -$10.5K 0.47% 69
2021
Q1 		$3.22M Hold
65,534
– – 0.5% 66
2020
Q4 		$3.22M Sell
65,534
-209
-0.3% -$9.19K 0.5% 67
2020
Q3 		$2.69M Buy
65,743
+5,381
+9% +$221K 0.48% 62
2020
Q2 		$2.34M Sell
60,362
-10,178
-14% -$372K 0.45% 67
2020
Q1 		$2.36M Buy
70,540
+15,373
+28% +$617K 0.52% 57
2019
Q4 		$2.43M Buy
55,167
+19,575
+55% +$835K 0.3% 73
2019
Q3 		$1.46M Buy
35,592
+1,332
+4% +$54.4K 0.25% 98
2019
Q2 		$1.43M Buy
34,260
+494
+1% +$20.4K 0.24% 99
2019
Q1 		$1.38K Sell
33,766
-2,778
-8% -$111K 0.23% 95
2018
Q4 		$1.35M Buy
36,544
+11,473
+46% +$454K 0.25% 90
2018
Q3 		$1.08M Buy
25,071
+581
+2% +$25K 0.18% 97
2018
Q2 		$1.05M Buy
24,490
+4,005
+20% +$179K 0.18% 101
2018
Q1 		$906K Buy
20,485
+1,421
+7% +$64.5K 0.15% 105
2017
Q4 		$855K Buy
19,064
+803
+4% +$35.5K 0.15% 108
2017
Q3 		$793K Buy
18,261
+518
+3% +$22K 0.14% 107
2017
Q2 		$732K Buy
+17,743
New +$723K 0.14% 109

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

Beacon Financial Group's VEA Position: Q2 2026 in Review

Beacon Financial Group reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 0.13% in Q2 2026, selling an estimated $4.74K and leaving 53,108 shares worth $3.78M. The position accounts for 0.34% of the portfolio, ranked #69.

Beacon Financial Group first reported a position in VEA in Q2 2017 and has held it in 37 quarters since. 1,588 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

  • Beacon Financial Group held 53,108 shares of Vanguard FTSE Developed Markets ETF worth $3.78M as of Q2 2026.
  • Beacon Financial Group sold 68 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $4.74K.
  • Vanguard FTSE Developed Markets ETF made up 0.34% of Beacon Financial Group's portfolio in Q2 2026, its #69 holding.
  • Beacon Financial Group first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2017 and has held it in 37 quarters since.
  • 1,588 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.