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Planned Solutions’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Planned Solutions’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 		$718K Buy
10,072
+2,817
+39% +$196K 0.21% 57
2026
Q1 		$465K Sell
7,255
-4,074
-36% -$269K 0.15% 72
2025
Q4 		$708K Sell
11,329
-158
-1% -$9.68K 0.23% 51
2025
Q3 		$688K Sell
11,487
-765
-6% -$44.6K 0.24% 50
2025
Q2 		$698K Sell
12,252
-4,901
-29% -$263K 0.27% 46
2025
Q1 		$872K Sell
17,153
-20
-0.1% -$1.01K 0.35% 36
2024
Q4 		$821K Sell
17,173
-185,208
-92% -$9.3M 0.33% 36
2024
Q3 		$10.7M Buy
202,381
+4,384
+2% +$223K 4.29% 8
2024
Q2 		$9.79M Buy
197,997
+3,957
+2% +$197K 4.74% 8
2024
Q1 		$9.73M Buy
194,040
+3,688
+2% +$178K 4.78% 8
2023
Q4 		$9.12M Sell
190,352
-1,303
-0.7% -$58.3K 4.27% 8
2023
Q3 		$8.38M Buy
191,655
+8,895
+5% +$407K 5.04% 8
2023
Q2 		$8.44M Buy
182,760
+12,013
+7% +$553K 4.99% 8
2023
Q1 		$7.71M Buy
+170,747
New +$7.61M 4.89% 8
2020
Q4 		– Sell
-2,414
Closed -$99K – 470
2020
Q3 		$99K Buy
+2,414
New +$99K 0.1% 81

Other funds holding VEA

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Planned Solutions's VEA Position: Q2 2026 in Review

Planned Solutions increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 39% in Q2 2026, buying an estimated $196K and bringing the position to 10,072 shares worth $718K. The position accounts for 0.21% of the portfolio, ranked #57.

Planned Solutions first reported a position in VEA in Q3 2020 and has held it in 15 quarters since. The position peaked at $10.7M in Q3 2024. 1,588 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

  • Planned Solutions held 10,072 shares of Vanguard FTSE Developed Markets ETF worth $718K as of Q2 2026.
  • Planned Solutions bought 2,817 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $196K.
  • Vanguard FTSE Developed Markets ETF made up 0.21% of Planned Solutions's portfolio in Q2 2026, its #57 holding.
  • Planned Solutions first reported a position in Vanguard FTSE Developed Markets ETF in Q3 2020 and has held it in 15 quarters since.
  • Planned Solutions's Vanguard FTSE Developed Markets ETF position peaked at $10.7M in Q3 2024.
  • 1,588 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Planned Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.