Beam Wealth Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Beam Wealth Advisors’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	$2.77M	Sell	38,925 -1,324	-3%	-$92.2K	0.61%	43
2026 Q1	$2.58M	Buy	+40,249	New	+$2.66M	0.64%	42
2025 Q4	–	Sell	-11,308	Closed	-$678K	–	118
2025 Q3	$678K	Sell	11,308 -1,203	-10%	-$70.1K	0.18%	87
2025 Q2	$713K	Buy	12,511 +457	+4%	+$24.5K	0.21%	84
2025 Q1	$613K	Buy	12,054 +1,345	+13%	+$68.1K	0.21%	83
2024 Q4	$512K	Sell	10,709 -2,043	-16%	-$103K	0.16%	90
2024 Q3	$673K	Buy	12,752 +854	+7%	+$43.4K	0.2%	82
2024 Q2	$588K	Buy	11,898 +4,212	+55%	+$210K	0.2%	78
2024 Q1	$386K	Buy	7,686 +17	+0.2%	+$821	0.23%	71
2023 Q4	$367K	Buy	7,669 +37	+0.5%	+$1.66K	0.23%	67
2023 Q3	$334K	Buy	7,632 +666	+10%	+$30.5K	0.24%	73
2023 Q2	$322K	Buy	6,966 +26	+0.4%	+$1.2K	0.22%	75
2023 Q1	$313K	Sell	6,940 -64	-0.9%	-$2.85K	0.31%	75
2022 Q4	$294K	Sell	7,004 -711	-9%	-$28.8K	0.31%	70
2022 Q3	$281K	Buy	7,715 +1,758	+30%	+$71.6K	0.31%	78
2022 Q2	$243K	Buy	+5,957	New	+$265K	0.27%	85
2021 Q4	–	Sell	-4,830	Closed	-$244K	–	143
2021 Q3	$244K	Sell	4,830 -932	-16%	-$48.5K	0.21%	118
2021 Q2	$297K	Sell	5,762 -106	-2%	-$5.47K	0.26%	101
2021 Q1	$288K	Buy	5,868 +59	+1%	+$2.88K	0.26%	95
2020 Q4	$274K	Buy	5,809 +198	+4%	+$8.71K	0.26%	92
2020 Q3	$229K	Buy	+5,611	New	+$230K	0.21%	113

Other funds holding VEA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Beam Wealth Advisors's VEA Position: Q2 2026 in Review

Beam Wealth Advisors reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 3.3% in Q2 2026, selling an estimated $92.2K and leaving 38,925 shares worth $2.77M. The position accounts for 0.61% of the portfolio, ranked #43.

Beam Wealth Advisors first reported a position in VEA in Q3 2020 and has held it in 21 quarters since. 2,989 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

Beam Wealth Advisors held 38,925 shares of Vanguard FTSE Developed Markets ETF worth $2.77M as of Q2 2026.
Beam Wealth Advisors sold 1,324 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $92.2K.
Vanguard FTSE Developed Markets ETF made up 0.61% of Beam Wealth Advisors's portfolio in Q2 2026, its #43 holding.
Beam Wealth Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q3 2020 and has held it in 21 quarters since.
2,989 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Beam Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.