Atlantic Edge Private Wealth Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Atlantic Edge Private Wealth 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	$4.35M	Sell	61,070 -1,250	-2%	-$87.1K	0.89%	29
2026 Q1	$3.99M	Sell	62,320 -2,775	-4%	-$183K	0.98%	28
2025 Q4	$4.07M	Sell	65,095 -1,025	-2%	-$62.8K	1.01%	28
2025 Q3	$3.96M	Sell	66,120 -59	-0.1%	-$3.44K	1.02%	27
2025 Q2	$3.77M	Sell	66,179 -800	-1%	-$42.9K	1.03%	26
2025 Q1	$3.4M	Sell	66,979 -2,319	-3%	-$117K	1.04%	25
2024 Q4	$3.31M	Buy	69,298 +41,085	+146%	+$2.06M	1.03%	24
2024 Q3	$1.49M	Sell	28,213 -74	-0.3%	-$3.76K	0.45%	56
2024 Q2	$1.4M	Buy	28,287 +2,001	+8%	+$99.6K	0.47%	56
2024 Q1	$1.32M	Buy	26,286 +812	+3%	+$39.2K	0.45%	58
2023 Q4	$1.22M	Buy	+25,474	New	+$1.14M	0.5%	52

Other funds holding VEA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Atlantic Edge Private Wealth Management's VEA Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 2% in Q2 2026, selling an estimated $87.1K and leaving 61,070 shares worth $4.35M. The position accounts for 0.89% of the portfolio, ranked #29.

Atlantic Edge Private Wealth Management first reported a position in VEA in Q4 2023 and has held it in 11 quarters since. 2,992 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

Atlantic Edge Private Wealth Management held 61,070 shares of Vanguard FTSE Developed Markets ETF worth $4.35M as of Q2 2026.
Atlantic Edge Private Wealth Management sold 1,250 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $87.1K.
Vanguard FTSE Developed Markets ETF made up 0.89% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #29 holding.
Atlantic Edge Private Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2023 and has held it in 11 quarters since.
2,992 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.