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

Forum 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
Q2 		$4.48M Sell
62,912
-152
-0.2% -$10.6K 0.06% 54
2026
Q1 		$4.04M Buy
63,064
+491
+0.8% +$32.4K 0.06% 59
2025
Q4 		$3.91M Buy
62,573
+478
+0.8% +$29.3K 0.05% 82
2025
Q3 		$3.72M Sell
62,095
-4,884
-7% -$285K 0.05% 80
2025
Q2 		$3.82M Buy
66,979
+1,086
+2% +$58.2K 0.06% 72
2025
Q1 		$3.35M Sell
65,893
-2,468
-4% -$125K 0.06% 74
2024
Q4 		$3.27M Buy
68,361
+6,520
+11% +$327K 0.05% 73
2024
Q3 		$3.27M Buy
61,841
+4,828
+8% +$246K 0.05% 66
2024
Q2 		$2.82M Sell
57,013
-5,896
-9% -$293K 0.05% 67
2024
Q1 		$3.16M Sell
62,909
-1,522
-2% -$73.5K 0.05% 79
2023
Q4 		$3.09M Buy
64,431
+3,327
+5% +$149K 0.06% 69
2023
Q3 		$2.67M Buy
61,104
+4,900
+9% +$224K 0.06% 65
2023
Q2 		$2.6M Buy
56,204
+3,999
+8% +$184K 0.06% 65
2023
Q1 		$2.36M Sell
52,205
-6,455
-11% -$288K 0.07% 68
2022
Q4 		$2.46M Buy
58,660
+17,132
+41% +$694K 0.08% 62
2022
Q3 		$1.51M Sell
41,528
-6,325
-13% -$258K 0.07% 79
2022
Q2 		$1.95M Buy
47,853
+7,174
+18% +$319K 0.1% 60
2022
Q1 		$1.95M Buy
40,679
+4,745
+13% +$231K 0.09% 66
2021
Q4 		$1.83M Buy
+35,934
New +$1.85M 0.09% 68

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

Forum Financial Management's VEA Position: Q2 2026 in Review

Forum Financial Management reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 0.24% in Q2 2026, selling an estimated $10.6K and leaving 62,912 shares worth $4.48M. The position accounts for 0.06% of the portfolio, ranked #54.

Forum Financial Management first reported a position in VEA in Q4 2021 and has held it in 19 quarters since. 2,985 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

  • Forum Financial Management held 62,912 shares of Vanguard FTSE Developed Markets ETF worth $4.48M as of Q2 2026.
  • Forum Financial Management sold 152 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $10.6K.
  • Vanguard FTSE Developed Markets ETF made up 0.06% of Forum Financial Management's portfolio in Q2 2026, its #54 holding.
  • Forum Financial Management first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,985 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.