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

Circle 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	$272K	Hold	3,823	–	–	﹤0.01%	231
2026 Q1	$245K	Sell	3,823 -1,232	-24%	-$81.3K	﹤0.01%	247
2025 Q4	$316K	Buy	5,055 +1,232	+32%	+$75.5K	﹤0.01%	209
2025 Q3	$229K	Hold	3,823	–	–	﹤0.01%	212
2025 Q2	$218K	Buy	+3,823	New	+$205K	﹤0.01%	213
2024 Q4	–	Sell	-3,823	Closed	-$202K	–	226
2024 Q3	$202K	Buy	+3,823	New	+$194K	﹤0.01%	210

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

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

Circle Wealth Management held its Vanguard FTSE Developed Markets ETF (VEA) position steady in Q2 2026 at 3,823 shares worth $272K. The position accounts for ﹤0.01% of the portfolio, ranked #231.

Circle Wealth Management first reported a position in VEA in Q3 2024 and has held it in 6 quarters since. The position peaked at $316K in Q4 2025. 2,997 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

Circle Wealth Management held 3,823 shares of Vanguard FTSE Developed Markets ETF worth $272K as of Q2 2026.
Circle Wealth Management left its Vanguard FTSE Developed Markets ETF share count unchanged in Q2 2026.
Vanguard FTSE Developed Markets ETF made up ﹤0.01% of Circle Wealth Management's portfolio in Q2 2026, its #231 holding.
Circle Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q3 2024 and has held it in 6 quarters since.
Circle Wealth Management's Vanguard FTSE Developed Markets ETF position peaked at $316K in Q4 2025.
2,997 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Circle Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.