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

Phillips 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	$776K	Sell	10,888 -1,827	-14%	-$127K	0.06%	122
2026 Q1	$815K	Sell	12,715 -2,874	-18%	-$190K	0.06%	119
2025 Q4	$974K	Sell	15,589 -1,030	-6%	-$63.1K	0.06%	114
2025 Q3	$996K	Buy	16,619 +2,520	+18%	+$147K	0.07%	115
2025 Q2	$804K	Sell	14,099 -5,298	-27%	-$284K	0.06%	115
2025 Q1	$986K	Buy	19,397 +3,190	+20%	+$161K	0.08%	107
2024 Q4	$775K	Sell	16,207 -439	-3%	-$22K	0.06%	112
2024 Q3	$879K	Sell	16,646 -1,120	-6%	-$57K	0.07%	113
2024 Q2	$878K	Sell	17,766 -1,736	-9%	-$86.4K	0.07%	112
2024 Q1	$978K	Sell	19,502 -70	-0.4%	-$3.38K	0.08%	106
2023 Q4	$938K	Hold	19,572	–	–	0.08%	106
2023 Q3	$856K	Hold	19,572	–	–	0.08%	101
2023 Q2	$904K	Sell	19,572 -158	-0.8%	-$7.27K	0.08%	102
2023 Q1	$891K	Sell	19,730 -58	-0.3%	-$2.58K	0.09%	101
2022 Q4	$831K	Buy	19,788 +57	+0.3%	+$2.31K	0.08%	95
2022 Q3	$717K	Sell	19,731 -62	-0.3%	-$2.53K	0.08%	98
2022 Q2	$808K	Hold	19,793	–	–	0.09%	85
2022 Q1	$951K	Hold	19,793	–	–	0.09%	84
2021 Q4	$1.01M	Buy	19,793 +216	+1%	+$11.1K	0.1%	74
2021 Q3	$988K	Hold	19,577	–	–	0.1%	74
2021 Q2	$1.01M	Sell	19,577 -10,584	-35%	-$546K	0.1%	75
2021 Q1	$1.48M	Sell	30,161 -390	-1%	-$19.1K	0.18%	64
2020 Q4	$1.44M	Sell	30,551 -4,801	-14%	-$211K	0.2%	63
2020 Q3	$1.45M	Buy	35,352 +975	+3%	+$40K	0.23%	60
2020 Q2	$1.33M	Buy	34,377 +2,205	+7%	+$80.5K	0.22%	62
2020 Q1	$1.02M	Buy	32,172 +4,348	+16%	+$174K	0.2%	62
2019 Q4	$1.23M	Sell	27,824 -3,232	-10%	-$138K	0.2%	59
2019 Q3	$1.28M	Sell	31,056 -5,464	-15%	-$223K	0.22%	57
2019 Q2	$1.53M	Sell	36,520 -818	-2%	-$33.7K	0.28%	54
2019 Q1	$1.55M	Sell	37,338 -1,244	-3%	-$49.7K	0.29%	54
2018 Q4	$1.43M	Sell	38,582 -18,401	-32%	-$728K	0.31%	49
2018 Q3	$2.47M	Buy	56,983 +438	+0.8%	+$18.9K	0.51%	37
2018 Q2	$2.4M	Sell	56,545 -566	-1%	-$25.2K	0.51%	38
2018 Q1	$2.51M	Sell	57,111 -4,608	-7%	-$209K	0.54%	34
2017 Q4	$2.85M	Sell	61,719 -493	-0.8%	-$21.8K	0.6%	32
2017 Q3	$2.7M	Buy	62,212 +197	+0.3%	+$8.36K	0.59%	32
2017 Q2	$2.62M	Buy	62,015 +3,650	+6%	+$149K	0.6%	32
2017 Q1	$2.27M	Sell	58,365 -738	-1%	-$28.3K	0.55%	33
2016 Q4	$2.22M	Buy	59,103 +7,454	+14%	+$272K	0.56%	33
2016 Q3	$1.88M	Buy	51,649 +1,273	+3%	+$46.8K	0.5%	36
2016 Q2	$1.81M	Buy	50,376 +291	+0.6%	+$10.5K	0.48%	34
2016 Q1	$1.78M	Buy	50,085 +211	+0.4%	+$7.28K	0.49%	36
2015 Q4	$1.7M	Buy	49,874 +2,988	+6%	+$112K	0.52%	37
2015 Q3	$1.74M	Buy	46,886 +5,417	+13%	+$208K	0.51%	37
2015 Q2	$1.69M	Buy	41,469 +4,580	+12%	+$189K	0.47%	39
2015 Q1	$1.51M	Buy	36,889 +2,168	+6%	+$85K	0.41%	41
2014 Q4	$1.28M	Buy	34,721 +185	+0.5%	+$7.16K	0.37%	45
2014 Q3	$1.29M	Sell	34,536 -941	-3%	-$39.2K	0.39%	45
2014 Q2	$1.49M	Sell	35,477 -1,022	-3%	-$43.1K	0.44%	42
2014 Q1	$1.51M	Sell	36,499 -1,173	-3%	-$48K	0.48%	42
2013 Q4	$1.54M	Sell	37,672 -464	-1%	-$18.8K	0.51%	40
2013 Q3	$1.51M	Sell	38,136 -4,740	-11%	-$180K	0.53%	37
2013 Q2	$1.61M	Buy	+42,876	New	+$1.6M	0.58%	37

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

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

Phillips Financial Management reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 14% in Q2 2026, selling an estimated $127K and leaving 10,888 shares worth $776K. The position accounts for 0.06% of the portfolio, ranked #122.

Phillips Financial Management first reported a position in VEA in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.85M in Q4 2017. 2,997 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

Phillips Financial Management held 10,888 shares of Vanguard FTSE Developed Markets ETF worth $776K as of Q2 2026.
Phillips Financial Management sold 1,827 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $127K.
Vanguard FTSE Developed Markets ETF made up 0.06% of Phillips Financial Management's portfolio in Q2 2026, its #122 holding.
Phillips Financial Management first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2013 and has held it in 53 quarters since.
Phillips Financial Management's Vanguard FTSE Developed Markets ETF position peaked at $2.85M in Q4 2017.
2,997 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.