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

Beacon Financial Strategies’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 		$16.8M Buy
235,150
+1,009
+0.4% +$70.3K 8.33% 5
2026
Q1 		$15M Buy
234,141
+5,559
+2% +$367K 8.52% 5
2025
Q4 		$14.3M Buy
228,582
+1,391
+0.6% +$85.2K 7.97% 5
2025
Q3 		$13.6M Buy
227,191
+85,702
+61% +$4.99M 8.03% 5
2025
Q2 		$8.07M Sell
141,489
-580
-0.4% -$31.1K 5.07% 7
2025
Q1 		$7.22M Buy
142,069
+2,730
+2% +$138K 4.87% 8
2024
Q4 		$6.66M Buy
139,339
+6,532
+5% +$328K 4.45% 8
2024
Q3 		$7.01M Buy
132,807
+1,725
+1% +$87.7K 4.78% 7
2024
Q2 		$6.48M Sell
131,082
-1,970
-1% -$98K 4.66% 8
2024
Q1 		$6.68M Buy
133,052
+1,757
+1% +$84.8K 4.81% 7
2023
Q4 		$6.29M Buy
131,295
+1,201
+0.9% +$53.8K 4.89% 7
2023
Q3 		$5.69M Sell
130,094
-2,114
-2% -$96.7K 4.91% 7
2023
Q2 		$6.11M Buy
132,208
+498
+0.4% +$22.9K 5% 7
2023
Q1 		$5.95M Buy
131,710
+2,871
+2% +$128K 5.16% 7
2022
Q4 		$5.41M Buy
128,839
+2,320
+2% +$94K 4.9% 7
2022
Q3 		$4.6M Buy
126,519
+5,535
+5% +$226K 4.39% 8
2022
Q2 		$4.94M Buy
120,984
+8,418
+7% +$374K 4.6% 8
2022
Q1 		$5.41M Buy
112,566
+9,266
+9% +$451K 4.65% 8
2021
Q4 		$5.27M Buy
103,300
+1,221
+1% +$62.7K 4.49% 8
2021
Q3 		$5.15M Sell
102,079
-12,893
-11% -$671K 4.69% 8
2021
Q2 		$5.92M Buy
+114,972
New +$5.93M 5.05% 8

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Beacon Financial Strategies increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 0.43% in Q2 2026, buying an estimated $70.3K and bringing the position to 235,150 shares worth $16.8M. The position accounts for 8.33% of the portfolio, ranked #5.

Beacon Financial Strategies first reported a position in VEA in Q2 2021 and has held it in 21 quarters since. 2,997 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

  • Beacon Financial Strategies held 235,150 shares of Vanguard FTSE Developed Markets ETF worth $16.8M as of Q2 2026.
  • Beacon Financial Strategies bought 1,009 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $70.3K.
  • Vanguard FTSE Developed Markets ETF made up 8.33% of Beacon Financial Strategies's portfolio in Q2 2026, its #5 holding.
  • Beacon Financial Strategies first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2021 and has held it in 21 quarters since.
  • 2,997 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.