Concurrent Investment Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Concurrent Investment Advisors’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	$54.9M	Buy	770,910 +350,680	+83%	+$24.4M	0.47%	34
2026 Q1	$26.9M	Sell	420,230 -7,540	-2%	-$498K	0.29%	68
2025 Q4	$26.7M	Buy	427,770 +128,414	+43%	+$7.87M	0.3%	63
2025 Q3	$17.9M	Buy	299,356 +21,670	+8%	+$1.26M	0.31%	66
2025 Q2	$15.8M	Buy	277,686 +62,151	+29%	+$3.33M	0.31%	70
2025 Q1	$11M	Sell	215,535 -11,557	-5%	-$585K	0.27%	89
2024 Q4	$10.9M	Buy	227,092 +4,984	+2%	+$250K	0.29%	76
2024 Q3	$11.7M	Buy	222,108 +5,161	+2%	+$262K	0.35%	67
2024 Q2	$10.7M	Sell	216,947 -6,257	-3%	-$311K	0.35%	65
2024 Q1	$11.2M	Buy	223,204 +17,393	+8%	+$840K	0.45%	51
2023 Q4	$9.86M	Buy	+205,811	New	+$9.21M	0.47%	48

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 22.9% 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

Concurrent Investment Advisors's VEA Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 83% in Q2 2026, buying an estimated $24.4M and bringing the position to 770,910 shares worth $54.9M. The position accounts for 0.47% of the portfolio, ranked #34.

Concurrent Investment Advisors first reported a position in VEA in Q4 2023 and has held it in 11 quarters since. 3,011 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

Concurrent Investment Advisors held 770,910 shares of Vanguard FTSE Developed Markets ETF worth $54.9M as of Q2 2026.
Concurrent Investment Advisors bought 350,680 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $24.4M.
Vanguard FTSE Developed Markets ETF made up 0.47% of Concurrent Investment Advisors's portfolio in Q2 2026, its #34 holding.
Concurrent Investment Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2023 and has held it in 11 quarters since.
3,011 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.