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

Congress 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
2025 Q2	$18.6M	Buy	325,695 +30,865	+10%	+$1.65M	0.18%	136
2025 Q1	$15M	Buy	294,830 +26,866	+10%	+$1.36M	0.18%	144
2024 Q4	$12.8M	Buy	267,964 +17,869	+7%	+$897K	0.18%	169
2024 Q3	$13.2M	Sell	250,095 -28,874	-10%	-$1.47M	0.18%	170
2024 Q2	$13.8M	Buy	278,969 +3,107	+1%	+$155K	0.22%	135
2024 Q1	$13.8M	Sell	275,862 -3,689	-1%	-$178K	0.24%	127
2023 Q4	$13.4M	Buy	279,551 +6,467	+2%	+$289K	0.25%	117
2023 Q3	$11.9M	Buy	273,084 +223,231	+448%	+$10.2M	0.25%	118
2023 Q2	$2.3M	Sell	49,853 -2,413	-5%	-$111K	0.05%	244
2023 Q1	$2.36M	Sell	52,266 -7,123	-12%	-$317K	0.06%	250
2022 Q4	$2.49M	Sell	59,389 -5,117	-8%	-$207K	0.06%	241
2022 Q3	$2.35M	Buy	64,506 +432	+0.7%	+$17.6K	0.06%	258
2022 Q2	$2.61M	Sell	64,074 -3,725	-5%	-$166K	0.07%	252
2022 Q1	$3.26M	Sell	67,799 -65,519	-49%	-$3.19M	0.07%	258
2021 Q4	$6.81M	Buy	+133,318	New	+$6.85M	0.14%	188

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Congress Wealth Management's VEA Position: Q2 2025 in Review

Congress Wealth Management increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 10% in Q2 2025, buying an estimated $1.65M and bringing the position to 325,695 shares worth $18.6M. The position accounts for 0.18% of the portfolio, ranked #136.

Congress Wealth Management first reported a position in VEA in Q4 2021 and has held it in 15 quarters since. 2,548 funds tracked by Wall St. Rank hold VEA as of Q2 2025.

Congress Wealth Management held 325,695 shares of Vanguard FTSE Developed Markets ETF worth $18.6M as of Q2 2025.
Congress Wealth Management bought 30,865 Vanguard FTSE Developed Markets ETF shares in Q2 2025, an estimated $1.65M.
Vanguard FTSE Developed Markets ETF made up 0.18% of Congress Wealth Management's portfolio in Q2 2025, its #136 holding.
Congress Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2021 and has held it in 15 quarters since.
2,548 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.