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Planning Strategies Inc.’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Planning Strategies Inc.’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 		$61.6K Buy
+864
New +$60.2K 0.04% 143

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WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

Planning Strategies Inc.'s VEA Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Vanguard FTSE Developed Markets ETF (VEA) in Q2 2026: 864 shares worth $61.6K. The stake represents 0.04% of the portfolio and ranks #143 among its holdings.

1,333 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

  • Planning Strategies Inc. held 864 shares of Vanguard FTSE Developed Markets ETF worth $61.6K as of Q2 2026.
  • Vanguard FTSE Developed Markets ETF was a new Planning Strategies Inc. position in Q2 2026.
  • Vanguard FTSE Developed Markets ETF made up 0.04% of Planning Strategies Inc.'s portfolio in Q2 2026, its #143 holding.
  • 1,333 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.