Peak Retirement Planning’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Peak Retirement Planning’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	$28.7M	Sell	403,062 -44,576	-10%	-$3.1M	4.55%	3
2026 Q1	$28.7M	Buy	447,638 +81,148	+22%	+$5.36M	5.72%	2
2025 Q4	$22.9M	Buy	366,490 +102,130	+39%	+$6.26M	5.36%	3
2025 Q3	$15.8M	Buy	264,360 +126,675	+92%	+$7.38M	4.46%	2
2025 Q2	$7.85M	Buy	137,685 +105,695	+330%	+$5.66M	3.17%	4
2025 Q1	$1.63M	Buy	31,990 +6,344	+25%	+$321K	0.9%	23
2024 Q4	$1.23M	Buy	+25,646	New	+$1.29M	0.83%	26

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

Peak Retirement Planning's VEA Position: Q2 2026 in Review

Peak Retirement Planning reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 10% in Q2 2026, selling an estimated $3.1M and leaving 403,062 shares worth $28.7M. The position accounts for 4.55% of the portfolio, ranked #3.

Peak Retirement Planning first reported a position in VEA in Q4 2024 and has held it in 7 quarters since. 2,978 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

Peak Retirement Planning held 403,062 shares of Vanguard FTSE Developed Markets ETF worth $28.7M as of Q2 2026.
Peak Retirement Planning sold 44,576 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $3.1M.
Vanguard FTSE Developed Markets ETF made up 4.55% of Peak Retirement Planning's portfolio in Q2 2026, its #3 holding.
Peak Retirement Planning first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2024 and has held it in 7 quarters since.
2,978 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.