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Confluence Wealth Services’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Confluence Wealth Services’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 		$2.33M Buy
32,728
+4,524
+16% +$315K 0.07% 136
2026
Q1 		$1.81M Buy
28,204
+2,015
+8% +$133K 0.07% 128
2025
Q4 		$1.64M Buy
26,189
+5,781
+28% +$354K 0.07% 130
2025
Q3 		$1.22M Buy
20,408
+4,413
+28% +$257K 0.06% 160
2025
Q2 		$912K Buy
15,995
+4,340
+37% +$232K 0.05% 183
2025
Q1 		$602K Sell
11,655
-527
-4% -$26.7K 0.04% 207
2024
Q4 		$606K Sell
12,182
-434
-3% -$21.8K 0.04% 199
2024
Q3 		$666K Buy
12,616
+1,598
+15% +$81.3K 0.05% 194
2024
Q2 		$545K Buy
11,018
+251
+2% +$12.5K 0.04% 214
2024
Q1 		$540K Buy
10,767
+178
+2% +$8.6K 0.05% 198
2023
Q4 		$507K Sell
10,589
-699
-6% -$31.3K 0.06% 188
2023
Q3 		$494K Buy
11,288
+556
+5% +$25.4K 0.1% 158
2023
Q2 		$496K Sell
10,732
-314
-3% -$14.4K 0.11% 152
2023
Q1 		$499K Buy
11,046
+1,343
+14% +$59.8K 0.12% 140
2022
Q4 		$407K Sell
9,703
-7,477
-44% -$303K 0.11% 162
2022
Q3 		$624K Buy
17,180
+199
+1% +$8.11K 0.26% 105
2022
Q2 		$736K Buy
16,981
+8,739
+106% +$388K 0.32% 105
2022
Q1 		$395K Buy
8,242
+186
+2% +$9.05K 0.14% 165
2021
Q4 		$411K Buy
+8,056
New +$414K 0.13% 160

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

Confluence Wealth Services's VEA Position: Q2 2026 in Review

Confluence Wealth Services increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 16% in Q2 2026, buying an estimated $315K and bringing the position to 32,728 shares worth $2.33M. The position accounts for 0.07% of the portfolio, ranked #136.

Confluence Wealth Services first reported a position in VEA in Q4 2021 and has held it in 19 quarters since. 2,985 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

  • Confluence Wealth Services held 32,728 shares of Vanguard FTSE Developed Markets ETF worth $2.33M as of Q2 2026.
  • Confluence Wealth Services bought 4,524 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $315K.
  • Vanguard FTSE Developed Markets ETF made up 0.07% of Confluence Wealth Services's portfolio in Q2 2026, its #136 holding.
  • Confluence Wealth Services first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,985 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.