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

Connecticut 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	$84.4M	Sell	1,184,896 -1,083	-0.1%	-$75.4K	3.12%	7
2026 Q1	$76M	Buy	1,185,979 +5,273	+0.4%	+$348K	3.18%	7
2025 Q4	$73.8M	Buy	1,180,706 +54,657	+5%	+$3.35M	3.21%	6
2025 Q3	$67.5M	Buy	1,126,049 +28,894	+3%	+$1.68M	2.99%	7
2025 Q2	$62.5M	Buy	1,097,155 +12,776	+1%	+$684K	2.98%	8
2025 Q1	$55.1M	Sell	1,084,379 -25,860	-2%	-$1.31M	2.89%	7
2024 Q4	$53.1M	Buy	1,110,239 +87,448	+9%	+$4.39M	2.61%	7
2024 Q3	$54M	Sell	1,022,791 -14,728	-1%	-$749K	2.61%	7
2024 Q2	$51.3M	Sell	1,037,519 -43,391	-4%	-$2.16M	2.65%	7
2024 Q1	$54.2M	Sell	1,080,910 -42,438	-4%	-$2.05M	2.89%	7
2023 Q4	$53.8M	Buy	1,123,348 +89,278	+9%	+$4M	3.09%	7
2023 Q3	$45.2M	Sell	1,034,070 -20,891	-2%	-$956K	3.09%	7
2023 Q2	$48.7M	Sell	1,054,961 -14,127	-1%	-$650K	3.39%	7
2023 Q1	$48.3M	Buy	1,069,088 +92,169	+9%	+$4.11M	3.65%	7
2022 Q4	$41M	Buy	976,919 +66,770	+7%	+$2.7M	3.48%	8
2022 Q3	$33.1M	Buy	910,149 +11,184	+1%	+$456K	3.08%	8
2022 Q2	$36.7M	Buy	898,965 +12,988	+1%	+$577K	3.21%	8
2022 Q1	$42.6M	Buy	885,977 +7,495	+0.9%	+$365K	3.25%	8
2021 Q4	$44.9M	Buy	878,482 +27,334	+3%	+$1.4M	3.48%	8
2021 Q3	$43M	Sell	851,148 -428	-0.1%	-$22.3K	3.75%	7
2021 Q2	$43.9M	Buy	+851,576	New	+$44M	3.86%	7
2021 Q1	–	Sell	-852,548	Closed	-$40.2M	–	211
2020 Q4	$40.2M	Buy	852,548 +3,871	+0.5%	+$170K	4.27%	5
2020 Q3	$34.7M	Sell	848,677 -4,074	-0.5%	-$167K	3.83%	9
2020 Q2	$33.1M	Buy	852,751 +13,118	+2%	+$479K	4.11%	4
2020 Q1	$28M	Buy	839,633 +829,991	+8,608%	+$33.3M	4.18%	6
2019 Q4	$425K	Buy	9,642 +1,295	+16%	+$55.2K	0.05%	117
2019 Q3	$343K	Sell	8,347 -3,075	-27%	-$126K	0.04%	121
2019 Q2	$476K	Sell	11,422 -1,328	-10%	-$54.7K	0.06%	102
2019 Q1	$521K	Sell	12,750 -5,207	-29%	-$208K	0.18%	37
2018 Q4	$666K	Buy	+17,957	New	+$711K	0.29%	33

Other funds holding VEA

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

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

Connecticut Wealth Management reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 0.09% in Q2 2026, selling an estimated $75.4K and leaving 1,184,896 shares worth $84.4M. The position accounts for 3.12% of the portfolio, ranked #7.

Connecticut Wealth Management first reported a position in VEA in Q4 2018 and has held it in 30 quarters since. 1,585 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

Connecticut Wealth Management held 1,184,896 shares of Vanguard FTSE Developed Markets ETF worth $84.4M as of Q2 2026.
Connecticut Wealth Management sold 1,083 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $75.4K.
Vanguard FTSE Developed Markets ETF made up 3.12% of Connecticut Wealth Management's portfolio in Q2 2026, its #7 holding.
Connecticut Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2018 and has held it in 30 quarters since.
1,585 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.