Planned Solutions
VEA icon

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
Q3 		$864K Buy
12,240
+2,168
+22% +$156K 0.24% 48
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% -$9.7K 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 		$9.8M Buy
197,997
+3,957
+2% +$197K 4.74% 8
2024
Q1 		$9.7M 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

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Commonwealth Equity Services
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Nicholas Hoffman & Company
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CLA (CliftonLarsonAllen) Wealth Advisors
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Country Trust Bank
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Truist Financial
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Wedmont Private Capital
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Planned Solutions's VEA Position: Q3 2026 in Review

Planned Solutions increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 22% in Q3 2026, buying an estimated $156K and bringing the position to 12,240 shares worth $864K. The position accounts for 0.24% of the portfolio, ranked #48.

Planned Solutions first reported a position in VEA in Q3 2020 and has held it in 16 quarters since. The position peaked at $10.7M in Q3 2024. 1,751 funds tracked by Wall St. Rank hold VEA as of Q3 2026.

  • Planned Solutions held 12,240 shares of Vanguard FTSE Developed Markets ETF worth $864K as of Q3 2026.
  • Planned Solutions bought 2,168 Vanguard FTSE Developed Markets ETF shares in Q3 2026, an estimated $156K.
  • Vanguard FTSE Developed Markets ETF made up 0.24% of Planned Solutions's portfolio in Q3 2026, its #48 holding.
  • Planned Solutions first reported a position in Vanguard FTSE Developed Markets ETF in Q3 2020 and has held it in 16 quarters since.
  • Planned Solutions's Vanguard FTSE Developed Markets ETF position peaked at $10.7M in Q3 2024.
  • 1,751 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2026.

Based on Planned Solutions's 13F filing for Q3 2026, filed 19 Oct 2026.