Beese Fulmer Investment Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Beese Fulmer Investment Management’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	$278K	Sell	4,344 -39	-0.9%	-$2.57K	0.02%	328
2025 Q4	$274K	Buy	4,383 +1	+0%	+$61	0.02%	311
2025 Q3	$263K	Hold	4,382	–	–	0.02%	252
2025 Q2	$250K	Buy	4,382 +343	+8%	+$18.4K	0.02%	254
2025 Q1	$205K	Buy	+4,039	New	+$204K	0.02%	240
2022 Q3	–	Sell	-13,230	Closed	-$540K	–	226
2022 Q2	$540K	Sell	13,230 -849	-6%	-$37.7K	0.07%	143
2022 Q1	$676K	Sell	14,079 -770	-5%	-$37.5K	0.07%	139
2021 Q4	$758K	Buy	14,849 +3,292	+28%	+$169K	0.08%	134
2021 Q3	$584K	Buy	+11,557	New	+$601K	0.07%	149
2020 Q3	–	Sell	-2,505	Closed	-$97K	–	524
2020 Q2	$97K	Buy	+2,505	New	+$91.5K	0.01%	251

Other funds holding VEA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Beese Fulmer Investment Management's VEA Position: Q1 2026 in Review

Beese Fulmer Investment Management reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 0.89% in Q1 2026, selling an estimated $2.57K and leaving 4,344 shares worth $278K. The position accounts for 0.02% of the portfolio, ranked #328.

Beese Fulmer Investment Management first reported a position in VEA in Q2 2020 and has held it in 10 quarters since. The position peaked at $758K in Q4 2021. 2,891 funds tracked by Wall St. Rank hold VEA as of Q1 2026.

Beese Fulmer Investment Management held 4,344 shares of Vanguard FTSE Developed Markets ETF worth $278K as of Q1 2026.
Beese Fulmer Investment Management sold 39 Vanguard FTSE Developed Markets ETF shares in Q1 2026, an estimated $2.57K.
Vanguard FTSE Developed Markets ETF made up 0.02% of Beese Fulmer Investment Management's portfolio in Q1 2026, its #328 holding.
Beese Fulmer Investment Management first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2020 and has held it in 10 quarters since.
Beese Fulmer Investment Management's Vanguard FTSE Developed Markets ETF position peaked at $758K in Q4 2021.
2,891 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q1 2026, filed 16 Apr 2026.