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

Concentrum 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 		$285K Buy
3,997
+518
+15% +$36.1K 0.07% 99
2026
Q1 		$223K Buy
+3,479
New +$230K 0.07% 100

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

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

Concentrum Wealth Management increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 15% in Q2 2026, buying an estimated $36.1K and bringing the position to 3,997 shares worth $285K. The position accounts for 0.07% of the portfolio, ranked #99.

Concentrum Wealth Management first reported a position in VEA in Q1 2026 and has held it in 2 quarters since. 2,984 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

  • Concentrum Wealth Management held 3,997 shares of Vanguard FTSE Developed Markets ETF worth $285K as of Q2 2026.
  • Concentrum Wealth Management bought 518 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $36.1K.
  • Vanguard FTSE Developed Markets ETF made up 0.07% of Concentrum Wealth Management's portfolio in Q2 2026, its #99 holding.
  • Concentrum Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2026 and has held it in 2 quarters since.
  • 2,984 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

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