Guardian Financial Partners’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Guardian Financial Partners’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	$722K	Sell	10,133 -433	-4%	-$30.2K	0.28%	44
2026 Q1	$677K	Sell	10,566 -1,106	-9%	-$73K	0.29%	43
2025 Q4	$729K	Buy	11,672 +191	+2%	+$11.7K	0.31%	44
2025 Q3	$688K	Sell	11,481 -3,395	-23%	-$198K	0.29%	42
2025 Q2	$848K	Buy	14,876 +116	+0.8%	+$6.21K	0.38%	38
2025 Q1	$750K	Buy	+14,760	New	+$747K	0.36%	41

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

Guardian Financial Partners's VEA Position: Q2 2026 in Review

Guardian Financial Partners reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 4.1% in Q2 2026, selling an estimated $30.2K and leaving 10,133 shares worth $722K. The position accounts for 0.28% of the portfolio, ranked #44.

Guardian Financial Partners first reported a position in VEA in Q1 2025 and has held it in 6 quarters since. The position peaked at $848K in Q2 2025. 2,978 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

Guardian Financial Partners held 10,133 shares of Vanguard FTSE Developed Markets ETF worth $722K as of Q2 2026.
Guardian Financial Partners sold 433 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $30.2K.
Vanguard FTSE Developed Markets ETF made up 0.28% of Guardian Financial Partners's portfolio in Q2 2026, its #44 holding.
Guardian Financial Partners first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2025 and has held it in 6 quarters since.
Guardian Financial Partners's Vanguard FTSE Developed Markets ETF position peaked at $848K in Q2 2025.
2,978 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Guardian Financial Partners's 13F filing for Q2 2026, filed 15 Jul 2026.