Sunbeam Capital Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Sunbeam Capital 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 Q2	$1.64M	Buy	22,995 +12,259	+114%	+$854K	0.75%	27
2026 Q1	$688K	Buy	10,736 +3,434	+47%	+$227K	0.39%	52
2025 Q4	$456K	Hold	7,302	–	–	0.27%	64
2025 Q3	$438K	Hold	7,302	–	–	0.27%	63
2025 Q2	$416K	Sell	7,302 -611	-8%	-$32.7K	0.32%	56
2025 Q1	$402K	Hold	7,913	–	–	0.38%	49
2024 Q4	$378K	Buy	+7,913	New	+$397K	0.35%	50

Other funds holding VEA

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

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 Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Sunbeam Capital Management's VEA Position: Q2 2026 in Review

Sunbeam Capital Management increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 114% in Q2 2026, buying an estimated $854K and bringing the position to 22,995 shares worth $1.64M. The position accounts for 0.75% of the portfolio, ranked #27.

Sunbeam Capital Management first reported a position in VEA in Q4 2024 and has held it in 7 quarters since. 1,585 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

Sunbeam Capital Management held 22,995 shares of Vanguard FTSE Developed Markets ETF worth $1.64M as of Q2 2026.
Sunbeam Capital Management bought 12,259 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $854K.
Vanguard FTSE Developed Markets ETF made up 0.75% of Sunbeam Capital Management's portfolio in Q2 2026, its #27 holding.
Sunbeam Capital Management first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2024 and has held it in 7 quarters since.
1,585 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Sunbeam Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.