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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Phillips Financial Management's VEA Position: Q1 2026 in Review

Phillips Financial Management reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 18% in Q1 2026, selling an estimated $190K and leaving 12,715 shares worth $815K. The position accounts for 0.06% of the portfolio, ranked #119.

Phillips Financial Management first reported a position in VEA in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.85M in Q4 2017. 2,891 funds tracked by Wall St. Rank hold VEA as of Q1 2026.

  • Phillips Financial Management held 12,715 shares of Vanguard FTSE Developed Markets ETF worth $815K as of Q1 2026.
  • Phillips Financial Management sold 2,874 Vanguard FTSE Developed Markets ETF shares in Q1 2026, an estimated $190K.
  • Vanguard FTSE Developed Markets ETF made up 0.06% of Phillips Financial Management's portfolio in Q1 2026, its #119 holding.
  • Phillips Financial Management first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2013 and has held it in 52 quarters since.
  • Phillips Financial Management's Vanguard FTSE Developed Markets ETF position peaked at $2.85M in Q4 2017.
  • 2,891 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2026.

Based on Phillips Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.