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Crestmont Private Wealth’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Crestmont Private Wealth’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 		$24.6M Buy
345,012
+83,713
+32% +$5.83M 6.9% 4
2026
Q1 		$16.7M Buy
261,299
+9,593
+4% +$633K 5.28% 5
2025
Q4 		$15.7M Buy
251,706
+1,182
+0.5% +$72.4K 5.11% 5
2025
Q3 		$15M Buy
250,524
+4,160
+2% +$242K 4.96% 6
2025
Q2 		$14M Buy
246,364
+934
+0.4% +$50K 5.08% 6
2025
Q1 		$12.5M Buy
245,430
+3,382
+1% +$171K 5.4% 5
2024
Q4 		$11.6M Buy
242,048
+9,970
+4% +$501K 5.21% 4
2024
Q3 		$12.3M Buy
232,078
+3,262
+1% +$166K 5.36% 4
2024
Q2 		$11.3M Sell
228,816
-12,714
-5% -$633K 5.45% 4
2024
Q1 		$12.1M Sell
241,530
-16,726
-6% -$808K 6.01% 5
2023
Q4 		$12.4M Buy
258,256
+7,374
+3% +$330K 6.29% 5
2023
Q3 		$11M Buy
250,882
+5,186
+2% +$237K 6.71% 5
2023
Q2 		$11.3M Buy
245,696
+13,513
+6% +$622K 6.65% 5
2023
Q1 		$10.5M Sell
232,183
-4,181
-2% -$186K 6.86% 5
2022
Q4 		$9.92M Sell
236,364
-3,853
-2% -$156K 6.79% 5
2022
Q3 		$8.73M Buy
+240,217
New +$9.79M 6.62% 5

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

Crestmont Private Wealth's VEA Position: Q2 2026 in Review

Crestmont Private Wealth increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 32% in Q2 2026, buying an estimated $5.83M and bringing the position to 345,012 shares worth $24.6M. The position accounts for 6.9% of the portfolio, ranked #4.

Crestmont Private Wealth first reported a position in VEA in Q3 2022 and has held it in 16 quarters since. 2,984 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

  • Crestmont Private Wealth held 345,012 shares of Vanguard FTSE Developed Markets ETF worth $24.6M as of Q2 2026.
  • Crestmont Private Wealth bought 83,713 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $5.83M.
  • Vanguard FTSE Developed Markets ETF made up 6.9% of Crestmont Private Wealth's portfolio in Q2 2026, its #4 holding.
  • Crestmont Private Wealth first reported a position in Vanguard FTSE Developed Markets ETF in Q3 2022 and has held it in 16 quarters since.
  • 2,984 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Crestmont Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.