Pinnacle Wealth Planning Services’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Pinnacle Wealth Planning Services’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 Q3	$944K	Sell	13,364 -620	-4%	-$44.5K	0.09%	131
2026 Q2	$996K	Buy	13,984 +249	+2%	+$17.3K	0.09%	119
2026 Q1	$880K	Buy	13,735 +4,359	+46%	+$288K	0.09%	118
2025 Q4	$586K	Buy	9,376 +423	+5%	+$25.9K	0.06%	183
2025 Q3	$536K	Buy	8,953 +715	+9%	+$41.7K	0.06%	197
2025 Q2	$470K	Buy	+8,238	New	+$441K	0.06%	206
2021 Q1	–	Sell	-145	Closed	-$7K	–	1873
2020 Q4	$7K	Buy	+145	New	+$6.38K	﹤0.01%	1547
2020 Q1	–	Sell	-4,976	Closed	-$219K	–	269
2019 Q4	$219K	Sell	4,976 -237	-5%	-$10.1K	0.1%	197
2019 Q3	$214K	Sell	5,213 -3,231	-38%	-$132K	0.12%	172
2019 Q2	$352K	Sell	8,444 -1,853	-18%	-$76.4K	0.21%	94
2019 Q1	$421K	Buy	+10,297	New	+$411K	0.28%	70

Other funds holding VEA

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Pinnacle Wealth Planning Services's VEA Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 4.4% in Q3 2026, selling an estimated $44.5K and leaving 13,364 shares worth $944K. The position accounts for 0.09% of the portfolio, ranked #131.

Pinnacle Wealth Planning Services first reported a position in VEA in Q1 2019 and has held it in 11 quarters since. The position peaked at $996K in Q2 2026. 1,409 funds tracked by Wall St. Rank hold VEA as of Q3 2026.

Pinnacle Wealth Planning Services held 13,364 shares of Vanguard FTSE Developed Markets ETF worth $944K as of Q3 2026.
Pinnacle Wealth Planning Services sold 620 Vanguard FTSE Developed Markets ETF shares in Q3 2026, an estimated $44.5K.
Vanguard FTSE Developed Markets ETF made up 0.09% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #131 holding.
Pinnacle Wealth Planning Services first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2019 and has held it in 11 quarters since.
Pinnacle Wealth Planning Services's Vanguard FTSE Developed Markets ETF position peaked at $996K in Q2 2026.
1,409 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.