Phillips Financial Management’s Vanguard FTSE Europe ETF VGK Stock Holding History

Phillips Financial Management’s Portfolio VGK Stock Details VGK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$69.4K	Sell	842 -935	-53%	-$80.4K	0.01%	223
2025 Q4	$149K	Hold	1,777	–	–	0.01%	217
2025 Q3	$142K	Hold	1,777	–	–	0.01%	224
2025 Q2	$138K	Hold	1,777	–	–	0.01%	196
2025 Q1	$125K	Hold	1,777	–	–	0.01%	191
2024 Q4	$113K	Sell	1,777 -2,843	-62%	-$190K	0.01%	188
2024 Q3	$328K	Hold	4,620	–	–	0.03%	151
2024 Q2	$308K	Sell	4,620 -636	-12%	-$43.1K	0.03%	152
2024 Q1	$354K	Hold	5,256	–	–	0.03%	143
2023 Q4	$339K	Hold	5,256	–	–	0.03%	144
2023 Q3	$304K	Hold	5,256	–	–	0.03%	148
2023 Q2	$324K	Hold	5,256	–	–	0.03%	145
2023 Q1	$320K	Hold	5,256	–	–	0.03%	140
2022 Q4	$291K	Sell	5,256 -923	-15%	-$48.7K	0.03%	130
2022 Q3	$285K	Buy	+6,179	New	+$322K	0.03%	129
2022 Q2	–	Sell	-6,468	Closed	-$403K	–	141
2022 Q1	$403K	Buy	+6,468	New	+$415K	0.04%	117
2020 Q1	–	Sell	-11,614	Closed	-$681K	–	84
2019 Q4	$681K	Sell	11,614 -313	-3%	-$17.5K	0.11%	69
2019 Q3	$639K	Hold	11,927	–	–	0.11%	69
2019 Q2	$657K	Hold	11,927	–	–	0.12%	68
2019 Q1	$648K	Sell	11,927 -1,977	-14%	-$103K	0.12%	69
2018 Q4	$676K	Sell	13,904 -187	-1%	-$9.63K	0.14%	68
2018 Q3	$793K	Sell	14,091 -290	-2%	-$16.4K	0.16%	63
2018 Q2	$801K	Hold	14,381	–	–	0.17%	61
2018 Q1	$838K	Sell	14,381 -669	-4%	-$40.1K	0.18%	60
2017 Q4	$916K	Buy	15,050 +239	+2%	+$13.9K	0.19%	57
2017 Q3	$864K	Hold	14,811	–	–	0.19%	60
2017 Q2	$834K	Buy	14,811 +671	+5%	+$36.6K	0.19%	59
2017 Q1	$723K	Hold	14,140	–	–	0.18%	59
2016 Q4	$690K	Buy	14,140 +458	+3%	+$21.6K	0.17%	60
2016 Q3	$646K	Hold	13,682	–	–	0.17%	56
2016 Q2	$642K	Buy	13,682 +926	+7%	+$45K	0.17%	54
2016 Q1	$615K	Hold	12,756	–	–	0.17%	53
2015 Q4	$592K	Buy	12,756 +163	+1%	+$8.34K	0.18%	53
2015 Q3	$645K	Sell	12,593 -1,514	-11%	-$80.2K	0.19%	52
2015 Q2	$791K	Buy	14,107 +1	+0%	+$57	0.22%	52
2015 Q1	$786K	Buy	14,106 +46	+0.3%	+$2.48K	0.22%	54
2014 Q4	$711K	Buy	14,060 +79	+0.6%	+$4.23K	0.2%	56
2014 Q3	$723K	Hold	13,981	–	–	0.22%	57
2014 Q2	$822K	Sell	13,981 -474	-3%	-$28.5K	0.25%	53
2014 Q1	$856K	Sell	14,455 -120	-0.8%	-$7.01K	0.27%	54
2013 Q4	$839K	Hold	14,575	–	–	0.28%	51
2013 Q3	$795K	Buy	14,575 +95	+0.7%	+$4.97K	0.28%	50
2013 Q2	$733K	Buy	+14,480	New	+$734K	0.27%	49

Other funds holding VGK

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VIA

Vanguard Investments Australia Victoria, Australia $34.6B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Phillips Financial Management reduced its Vanguard FTSE Europe ETF (VGK) stake by 53% in Q1 2026, selling an estimated $80.4K and leaving 842 shares worth $69.4K. The position accounts for 0.01% of the portfolio, ranked #223.

Phillips Financial Management first reported a position in VGK in Q2 2013 and has held it in 43 quarters since. The position peaked at $916K in Q4 2017. 886 funds tracked by Wall St. Rank hold VGK as of Q1 2026.

Phillips Financial Management held 842 shares of Vanguard FTSE Europe ETF worth $69.4K as of Q1 2026.
Phillips Financial Management sold 935 Vanguard FTSE Europe ETF shares in Q1 2026, an estimated $80.4K.
Vanguard FTSE Europe ETF made up 0.01% of Phillips Financial Management's portfolio in Q1 2026, its #223 holding.
Phillips Financial Management first reported a position in Vanguard FTSE Europe ETF in Q2 2013 and has held it in 43 quarters since.
Phillips Financial Management's Vanguard FTSE Europe ETF position peaked at $916K in Q4 2017.
886 funds tracked by Wall St. Rank held Vanguard FTSE Europe ETF as of Q1 2026.

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