Broadview Financial Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Broadview Financial 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	$6.34M	Sell	98,952 -4,091	-4%	-$270K	4.33%	8
2025 Q4	$6.44M	Buy	103,043 +894	+0.9%	+$54.8K	4.31%	8
2025 Q3	$6.12M	Sell	102,149 -12,892	-11%	-$751K	4.13%	8
2025 Q2	$6.56M	Sell	115,041 -3,973	-3%	-$213K	4.46%	8
2025 Q1	$6.05M	Sell	119,014 -1,846	-2%	-$93.4K	4.51%	8
2024 Q4	$5.78M	Buy	120,860 +1,571	+1%	+$78.9K	4.13%	8
2024 Q3	$6.3M	Buy	119,289 +588	+0.5%	+$29.9K	4.26%	8
2024 Q2	$5.87M	Buy	118,701 +1,959	+2%	+$97.5K	4.27%	8
2024 Q1	$5.86M	Sell	116,742 -3,815	-3%	-$184K	4.27%	8
2023 Q4	$5.77M	Buy	120,557 +1,056	+0.9%	+$47.3K	4.45%	8
2023 Q3	$5.22M	Buy	119,501 +462	+0.4%	+$21.1K	4.83%	7
2023 Q2	$5.5M	Sell	119,039 -2,583	-2%	-$119K	4.69%	7
2023 Q1	$5.49M	Sell	121,622 -488	-0.4%	-$21.7K	4.8%	7
2022 Q4	$5.12M	Buy	122,110 +2,108	+2%	+$85.4K	4.61%	7
2022 Q3	$4.36M	Sell	120,002 -1,875	-2%	-$76.4K	4.37%	7
2022 Q2	$4.97M	Buy	121,877 +1,598	+1%	+$71K	4.64%	7
2022 Q1	$5.78M	Buy	120,279 +165	+0.1%	+$8.03K	4.28%	7
2021 Q4	$6.13M	Buy	120,114 +1,596	+1%	+$81.9K	4.37%	7
2021 Q3	$5.98M	Buy	118,518 +654	+0.6%	+$34K	4.63%	7
2021 Q2	$6.07M	Buy	117,864 +745	+0.6%	+$38.5K	4.57%	7
2021 Q1	$5.75M	Sell	117,119 -284	-0.2%	-$13.9K	4.47%	7
2020 Q4	$5.54M	Sell	117,403 -366	-0.3%	-$16.1K	4.25%	7
2020 Q3	$4.82M	Sell	117,769 -40,661	-26%	-$1.67M	4.06%	8
2020 Q2	$6.14M	Buy	158,430 +1,180	+0.8%	+$43.1K	4.92%	8
2020 Q1	$5.24M	Sell	157,250 -581	-0.4%	-$23.3K	4.69%	8
2019 Q4	$6.95M	Buy	157,831 +1,431	+0.9%	+$61K	4.84%	7
2019 Q3	$6.42M	Sell	156,400 -939	-0.6%	-$38.3K	4.77%	7
2019 Q2	$6.56M	Buy	157,339 +906	+0.6%	+$37.3K	4.94%	7
2019 Q1	$6.39M	Sell	156,433 -7,390	-5%	-$295K	4.98%	7
2018 Q4	$6.08M	Buy	+163,823	New	+$6.49M	5.4%	6

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

Broadview Financial Management's VEA Position: Q1 2026 in Review

Broadview Financial Management reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 4% in Q1 2026, selling an estimated $270K and leaving 98,952 shares worth $6.34M. The position accounts for 4.33% of the portfolio, ranked #8.

Broadview Financial Management first reported a position in VEA in Q4 2018 and has held it in 30 quarters since. The position peaked at $6.95M in Q4 2019. 2,891 funds tracked by Wall St. Rank hold VEA as of Q1 2026.

Broadview Financial Management held 98,952 shares of Vanguard FTSE Developed Markets ETF worth $6.34M as of Q1 2026.
Broadview Financial Management sold 4,091 Vanguard FTSE Developed Markets ETF shares in Q1 2026, an estimated $270K.
Vanguard FTSE Developed Markets ETF made up 4.33% of Broadview Financial Management's portfolio in Q1 2026, its #8 holding.
Broadview Financial Management first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2018 and has held it in 30 quarters since.
Broadview Financial Management's Vanguard FTSE Developed Markets ETF position peaked at $6.95M in Q4 2019.
2,891 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2026.

Based on Broadview Financial Management's 13F filing for Q1 2026, filed 4 May 2026.