AWE
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Avidian Wealth Enterprises’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Avidian Wealth Enterprises’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 		$41M Buy
575,288
+8,110
+1% +$565K 1.13% 16
2026
Q1 		$36.3M Buy
567,178
+468,690
+476% +$30.9M 1.15% 19
2025
Q4 		$6.15M Sell
98,488
-46,387
-32% -$2.84M 0.22% 69
2025
Q3 		$8.68M Buy
144,875
+3,268
+2% +$190K 0.33% 51
2025
Q2 		$8.07M Sell
141,607
-12,576
-8% -$674K 0.33% 47
2025
Q1 		$7.84M Sell
154,183
-1,681
-1% -$85.1K 0.35% 49
2024
Q4 		$7.45M Buy
155,864
+15,634
+11% +$785K 0.33% 50
2024
Q3 		$7.41M Buy
140,230
+3,198
+2% +$163K 0.34% 54
2024
Q2 		$6.77M Buy
137,032
+17,355
+15% +$864K 0.28% 55
2024
Q1 		$6M Sell
119,677
-7,943
-6% -$384K 0.29% 54
2023
Q4 		$6.11M Buy
127,620
+7,300
+6% +$327K 0.38% 50
2023
Q3 		$5.26M Sell
120,320
-287
-0.2% -$13.1K 0.37% 59
2023
Q2 		$5.57M Buy
120,607
+10,022
+9% +$461K 0.36% 61
2023
Q1 		$5M Sell
110,585
-30,148
-21% -$1.34M 0.27% 74
2022
Q4 		$5.91M Buy
140,733
+39,951
+40% +$1.62M 0.38% 55
2022
Q3 		$3.66M Sell
100,782
-114,973
-53% -$4.69M 0.26% 68
2022
Q2 		$8.8M Buy
215,755
+108,205
+101% +$4.81M 0.62% 32
2022
Q1 		$5.17M Buy
107,550
+6,495
+6% +$316K 0.32% 63
2021
Q4 		$5.16M Buy
101,055
+95,034
+1,578% +$4.88M 0.32% 60
2021
Q3 		$304K Buy
6,021
+553
+10% +$28.8K 0.02% 295
2021
Q2 		$282K Buy
+5,468
New +$282K 0.02% 320

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Avidian Wealth Enterprises's VEA Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 1.4% in Q2 2026, buying an estimated $565K and bringing the position to 575,288 shares worth $41M. The position accounts for 1.13% of the portfolio, ranked #16.

Avidian Wealth Enterprises first reported a position in VEA in Q2 2021 and has held it in 21 quarters since. 2,984 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

  • Avidian Wealth Enterprises held 575,288 shares of Vanguard FTSE Developed Markets ETF worth $41M as of Q2 2026.
  • Avidian Wealth Enterprises bought 8,110 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $565K.
  • Vanguard FTSE Developed Markets ETF made up 1.13% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #16 holding.
  • Avidian Wealth Enterprises first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2021 and has held it in 21 quarters since.
  • 2,984 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.