Forum Private Client Group’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Forum Private Client Group’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	$217K	Buy	+3,050	New	+$212K	0.06%	84

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

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

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

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Forum Private Client Group's VEA Position: Q2 2026 in Review

Forum Private Client Group opened a new position in Vanguard FTSE Developed Markets ETF (VEA) in Q2 2026: 3,050 shares worth $217K. The stake represents 0.06% of the portfolio and ranks #84 among its holdings.

2,984 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

Forum Private Client Group held 3,050 shares of Vanguard FTSE Developed Markets ETF worth $217K as of Q2 2026.
Vanguard FTSE Developed Markets ETF was a new Forum Private Client Group position in Q2 2026.
Vanguard FTSE Developed Markets ETF made up 0.06% of Forum Private Client Group's portfolio in Q2 2026, its #84 holding.
2,984 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Forum Private Client Group's 13F filing for Q2 2026, filed 12 Aug 2026.