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Cyndeo Wealth Partners’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Cyndeo Wealth Partners’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 		$2.75M Sell
38,535
-253
-0.7% -$17.6K 0.13% 162
2026
Q1 		$2.49M Buy
38,788
+56
+0.1% +$3.7K 0.13% 156
2025
Q4 		$2.42M Sell
38,732
-412
-1% -$25.2K 0.13% 151
2025
Q3 		$2.35M Sell
39,144
-121
-0.3% -$7.05K 0.13% 152
2025
Q2 		$2.24M Buy
39,265
+948
+2% +$50.8K 0.13% 155
2025
Q1 		$1.95M Buy
38,317
+12,390
+48% +$627K 0.13% 164
2024
Q4 		$1.24M Buy
25,927
+58
+0.2% +$2.91K 0.08% 195
2024
Q3 		$1.37M Sell
25,869
-1,160
-4% -$59K 0.1% 186
2024
Q2 		$1.34M Sell
27,029
-3,543
-12% -$176K 0.1% 189
2024
Q1 		$1.53M Sell
30,572
-10,887
-26% -$526K 0.13% 170
2023
Q4 		$1.99M Sell
41,459
-27,433
-40% -$1.23M 0.18% 141
2023
Q3 		$3.01M Buy
68,892
+3,666
+6% +$168K 0.31% 101
2023
Q2 		$3.01M Buy
65,226
+2,214
+4% +$102K 0.31% 100
2023
Q1 		$2.85M Buy
63,012
+897
+1% +$40K 0.31% 100
2022
Q4 		$2.61M Buy
+62,115
New +$2.52M 0.31% 108

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

Cyndeo Wealth Partners's VEA Position: Q2 2026 in Review

Cyndeo Wealth Partners reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 0.65% in Q2 2026, selling an estimated $17.6K and leaving 38,535 shares worth $2.75M. The position accounts for 0.13% of the portfolio, ranked #162.

Cyndeo Wealth Partners first reported a position in VEA in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.01M in Q2 2023. 2,985 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

  • Cyndeo Wealth Partners held 38,535 shares of Vanguard FTSE Developed Markets ETF worth $2.75M as of Q2 2026.
  • Cyndeo Wealth Partners sold 253 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $17.6K.
  • Vanguard FTSE Developed Markets ETF made up 0.13% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #162 holding.
  • Cyndeo Wealth Partners first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2022 and has held it in 15 quarters since.
  • Cyndeo Wealth Partners's Vanguard FTSE Developed Markets ETF position peaked at $3.01M in Q2 2023.
  • 2,985 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.