Centric Wealth Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Centric 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	$605K	Buy	8,632 +4,324	+100%	+$301K	0.09%	126
2026 Q1	$293K	Hold	4,308	–	–	0.06%	172
2025 Q4	$286K	Buy	+4,308	New	+$264K	0.06%	170
2021 Q2	–	Sell	-17,000	Closed	-$835K	–	207
2021 Q1	$835K	Buy	+17,000	New	+$831K	0.24%	107

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

Centric Wealth Management's VEA Position: Q2 2026 in Review

Centric Wealth Management increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 100% in Q2 2026, buying an estimated $301K and bringing the position to 8,632 shares worth $605K. The position accounts for 0.09% of the portfolio, ranked #126.

Centric Wealth Management first reported a position in VEA in Q1 2021 and has held it in 4 quarters since. The position peaked at $835K in Q1 2021. 2,992 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

Centric Wealth Management held 8,632 shares of Vanguard FTSE Developed Markets ETF worth $605K as of Q2 2026.
Centric Wealth Management bought 4,324 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $301K.
Vanguard FTSE Developed Markets ETF made up 0.09% of Centric Wealth Management's portfolio in Q2 2026, its #126 holding.
Centric Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2021 and has held it in 4 quarters since.
Centric Wealth Management's Vanguard FTSE Developed Markets ETF position peaked at $835K in Q1 2021.
2,992 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Centric Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.