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

Centricity 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
2025
Q2 		$69.3K Hold
1,215
– – 0.06% 139
2025
Q1 		$61.8K Hold
1,215
– – 0.06% 145
2024
Q4 		$58.1K Buy
+1,215
New +$61K 0.05% 149

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Centricity Wealth Management's VEA Position: Q2 2025 in Review

Centricity Wealth Management held its Vanguard FTSE Developed Markets ETF (VEA) position steady in Q2 2025 at 1,215 shares worth $69.3K. The position accounts for 0.06% of the portfolio, ranked #139.

Centricity Wealth Management first reported a position in VEA in Q4 2024 and has held it in 3 quarters since. 2,548 funds tracked by Wall St. Rank hold VEA as of Q2 2025.

  • Centricity Wealth Management held 1,215 shares of Vanguard FTSE Developed Markets ETF worth $69.3K as of Q2 2025.
  • Centricity Wealth Management left its Vanguard FTSE Developed Markets ETF share count unchanged in Q2 2025.
  • Vanguard FTSE Developed Markets ETF made up 0.06% of Centricity Wealth Management's portfolio in Q2 2025, its #139 holding.
  • Centricity Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2024 and has held it in 3 quarters since.
  • 2,548 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.