Black Diamond Financial’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Black Diamond Financial’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	$11.9M	Buy	185,397 +5,447	+3%	+$360K	1.3%	22
2025 Q4	$11.2M	Buy	179,950 +4,750	+3%	+$291K	1.19%	23
2025 Q3	$10.5M	Buy	175,200 +13,335	+8%	+$777K	1.18%	22
2025 Q2	$9.23M	Sell	161,865 -442	-0.3%	-$23.7K	1.43%	20
2025 Q1	$8.25M	Buy	162,307 +804	+0.5%	+$40.7K	1.24%	22
2024 Q4	$7.72M	Buy	161,503 +14,315	+10%	+$719K	1.16%	25
2024 Q3	$7.77M	Sell	147,188 -170	-0.1%	-$8.64K	1.32%	21
2024 Q2	$7.28M	Buy	147,358 +20,266	+16%	+$1.01M	1.41%	20
2024 Q1	$6.09M	Hold	127,092	–	–	1.65%	18
2023 Q4	$6.09M	Sell	127,092 -3,449	-3%	-$154K	1.65%	18
2023 Q3	$5.71M	Buy	130,541 +2,922	+2%	+$134K	1.76%	17
2023 Q2	$5.89M	Sell	127,619 -1,645	-1%	-$75.7K	1.74%	18
2023 Q1	$5.84M	Buy	129,264 +3,534	+3%	+$157K	1.92%	16
2022 Q4	$5.28M	Buy	125,730 +10,205	+9%	+$413K	1.91%	17
2022 Q3	$4.2M	Buy	115,525 +15,571	+16%	+$635K	1.69%	17
2022 Q2	$4.08M	Buy	99,954 +6,317	+7%	+$281K	1.61%	17
2022 Q1	$4.5M	Buy	93,637 +6,280	+7%	+$306K	1.42%	20
2021 Q4	$4.46M	Buy	87,357 +4,406	+5%	+$226K	1.5%	16
2021 Q3	$4.19M	Sell	82,951 -3,925	-5%	-$204K	2.01%	12
2021 Q2	$4.48M	Sell	86,876 -1,387	-2%	-$71.6K	1.75%	13
2021 Q1	$4.33M	Sell	88,263 -2,776	-3%	-$136K	1.84%	13
2020 Q4	$4.3M	Buy	91,039 +3,691	+4%	+$162K	1.97%	13
2020 Q3	$3.57M	Sell	87,348 -1,532	-2%	-$62.9K	2%	13
2020 Q2	$3.45M	Sell	88,880 -21,887	-20%	-$799K	2.25%	14
2020 Q1	$3.69M	Buy	110,767 +64,133	+138%	+$2.57M	2.8%	15
2019 Q4	$2.06M	Sell	46,634 -7,397	-14%	-$315K	1.49%	22
2019 Q3	$2.22M	Sell	54,031 -7,360	-12%	-$301K	1.64%	24
2019 Q2	$2.56M	Sell	61,391 -3,270	-5%	-$135K	2.18%	18
2019 Q1	$2.64M	Sell	64,661 -28,680	-31%	-$1.15M	2.36%	16
2018 Q4	$2.34M	Buy	+93,341	New	+$3.7M	1.84%	20

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

Black Diamond Financial's VEA Position: Q1 2026 in Review

Black Diamond Financial increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 3% in Q1 2026, buying an estimated $360K and bringing the position to 185,397 shares worth $11.9M. The position accounts for 1.3% of the portfolio, ranked #22.

Black Diamond Financial first reported a position in VEA in Q4 2018 and has held it in 30 quarters since. 2,894 funds tracked by Wall St. Rank hold VEA as of Q1 2026.

Black Diamond Financial held 185,397 shares of Vanguard FTSE Developed Markets ETF worth $11.9M as of Q1 2026.
Black Diamond Financial bought 5,447 Vanguard FTSE Developed Markets ETF shares in Q1 2026, an estimated $360K.
Vanguard FTSE Developed Markets ETF made up 1.3% of Black Diamond Financial's portfolio in Q1 2026, its #22 holding.
Black Diamond Financial first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2018 and has held it in 30 quarters since.
2,894 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2026.

Based on Black Diamond Financial's 13F filing for Q1 2026, filed 5 May 2026.