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Concord Wealth Partners’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Concord Wealth Partners’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 		$147K Buy
+2,064
New +$144K 0.02% 250
2026
Q1 		– Sell
-1,851
Closed -$116K – 754
2025
Q4 		$116K Buy
1,851
+3
+0.2% +$184 0.02% 243
2025
Q3 		$111K Sell
1,848
-363
-16% -$21.2K 0.02% 251
2025
Q2 		$126K Buy
2,211
+57
+3% +$3.05K 0.02% 248
2025
Q1 		$109K Sell
2,154
-845
-28% -$42.8K 0.02% 237
2024
Q4 		$143K Sell
2,999
-689
-19% -$34.6K 0.02% 218
2024
Q3 		$195K Buy
3,688
+237
+7% +$12.1K 0.03% 205
2024
Q2 		$171K Buy
3,451
+1
+0% +$50 0.03% 206
2024
Q1 		$173K Buy
3,450
+3,420
+11,400% +$165K 0.03% 220
2023
Q4 		$1.45K Hold
30
– – ﹤0.01% 742
2023
Q3 		$1.31K Hold
30
– – ﹤0.01% 923
2023
Q2 		$1.37K Sell
30
-1,138
-97% -$52.3K ﹤0.01% 915
2023
Q1 		$52.8K Sell
1,168
-4
-0.3% -$178 0.02% 338
2022
Q4 		$49.2K Buy
+1,172
New +$47.5K 0.01% 379
2022
Q3 		– Sell
-2,364
Closed -$96K – 1104
2022
Q2 		$96K Sell
2,364
-2,713
-53% -$121K 0.03% 268
2022
Q1 		$244K Buy
5,077
+4,432
+687% +$216K 0.06% 156
2021
Q4 		$33K Buy
645
+443
+219% +$22.7K 0.01% 536
2021
Q3 		$10K Sell
202
-41
-17% -$2.13K ﹤0.01% 473
2021
Q2 		$13K Sell
243
-469
-66% -$24.2K ﹤0.01% 582
2021
Q1 		$35K Sell
712
-2,178
-75% -$106K 0.01% 390
2020
Q4 		$136K Buy
+2,890
New +$127K 0.1% 107

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

Concord Wealth Partners's VEA Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Vanguard FTSE Developed Markets ETF (VEA) in Q2 2026: 2,064 shares worth $147K. The stake represents 0.02% of the portfolio and ranks #250 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in VEA as recently as Q4 2025.

Concord Wealth Partners first reported a position in VEA in Q4 2020 and has held it in 21 quarters since. The position peaked at $244K in Q1 2022. 2,997 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

  • Concord Wealth Partners held 2,064 shares of Vanguard FTSE Developed Markets ETF worth $147K as of Q2 2026.
  • Vanguard FTSE Developed Markets ETF was a new Concord Wealth Partners position in Q2 2026.
  • Vanguard FTSE Developed Markets ETF made up 0.02% of Concord Wealth Partners's portfolio in Q2 2026, its #250 holding.
  • Concord Wealth Partners first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2020 and has held it in 21 quarters since.
  • Concord Wealth Partners's Vanguard FTSE Developed Markets ETF position peaked at $244K in Q1 2022.
  • 2,997 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.