PFM
VEA icon

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

Peak 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 		$1.64M Sell
22,951
-150
-0.6% -$10.4K 0.38% 36
2026
Q1 		$1.48M Buy
23,101
+772
+3% +$51K 0.38% 36
2025
Q4 		$1.39M Sell
22,329
-597
-3% -$36.6K 0.36% 37
2025
Q3 		$1.37M Hold
22,926
– – 0.36% 38
2025
Q2 		$1.31M Hold
22,926
– – 0.37% 40
2025
Q1 		$1.17M Sell
22,926
-85
-0.4% -$4.3K 0.35% 36
2024
Q4 		$1.1M Sell
23,011
-2,325
-9% -$117K 0.33% 40
2024
Q3 		$1.34M Sell
25,336
-225
-0.9% -$11.4K 0.39% 38
2024
Q2 		$1.26M Sell
25,561
-1,320
-5% -$65.7K 0.4% 38
2024
Q1 		$1.35M Hold
26,881
– – 0.43% 36
2023
Q4 		$1.29M Buy
26,881
+212
+0.8% +$9.49K 0.43% 36
2023
Q3 		$1.17M Sell
26,669
-4,889
-15% -$224K 0.42% 38
2023
Q2 		$1.46M Sell
31,558
-547
-2% -$25.2K 0.52% 35
2023
Q1 		$1.45M Buy
32,105
+14
+0% +$624 0.54% 32
2022
Q4 		$1.35M Buy
32,091
+8,289
+35% +$336K 0.53% 33
2022
Q3 		$865K Buy
23,802
+15,887
+201% +$647K 0.36% 39
2022
Q2 		$323K Hold
7,915
– – 0.12% 51
2022
Q1 		$380K Hold
7,915
– – 0.13% 48
2021
Q4 		$404K Hold
7,915
– – 0.13% 50
2021
Q3 		$400K Hold
7,915
– – 0.14% 49
2021
Q2 		$408K Sell
7,915
-504
-6% -$26K 0.14% 48
2021
Q1 		$413K Sell
8,419
-3,810
-31% -$186K 0.15% 45
2020
Q4 		$577K Buy
12,229
+2,011
+20% +$88.5K 0.22% 38
2020
Q3 		$418K Buy
+10,218
New +$419K 0.18% 40
2019
Q2 		– Sell
-5,443
Closed -$222K – 56
2019
Q1 		$222K Hold
5,443
– – 0.1% 54
2018
Q4 		$202K Sell
5,443
-1,315
-19% -$52.1K 0.1% 53
2018
Q3 		$292K Hold
6,758
– – 0.13% 44
2018
Q2 		$290K Buy
6,758
+234
+4% +$10.4K 0.13% 46
2018
Q1 		$289K Sell
6,524
-689
-10% -$31.3K 0.14% 43
2017
Q4 		$324K Sell
7,213
-129
-2% -$5.7K 0.12% 43
2017
Q3 		$319K Buy
7,342
+526
+8% +$22.3K 0.12% 40
2017
Q2 		$282K Buy
6,816
+251
+4% +$10.2K 0.11% 37
2017
Q1 		$258K Buy
+6,565
New +$252K 0.1% 40
2016
Q3 		– Sell
-101,065
Closed -$3.57M – 34
2016
Q2 		$3.57M Buy
+101,065
New +$3.65M 1.59% 21
2015
Q4 		$4.75M Buy
+129,209
New +$4.85M 2.17% 16

Other funds holding VEA

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

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

Peak Financial Management reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 0.65% in Q2 2026, selling an estimated $10.4K and leaving 22,951 shares worth $1.64M. The position accounts for 0.38% of the portfolio, ranked #36.

Peak Financial Management first reported a position in VEA in Q4 2015 and has held it in 35 quarters since. The position peaked at $4.75M in Q4 2015. 1,588 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

  • Peak Financial Management held 22,951 shares of Vanguard FTSE Developed Markets ETF worth $1.64M as of Q2 2026.
  • Peak Financial Management sold 150 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $10.4K.
  • Vanguard FTSE Developed Markets ETF made up 0.38% of Peak Financial Management's portfolio in Q2 2026, its #36 holding.
  • Peak Financial Management first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2015 and has held it in 35 quarters since.
  • Peak Financial Management's Vanguard FTSE Developed Markets ETF position peaked at $4.75M in Q4 2015.
  • 1,588 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Peak Financial Management's 13F filing for Q2 2026, filed 20 Jul 2026.