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Holos Integrated Wealth’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Holos Integrated 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 		$2.94M Sell
41,595
-1,177
-3% -$82K 1.37% 18
2026
Q1 		$2.78M Sell
42,772
-405
-0.9% -$26.7K 1.41% 20
2025
Q4 		$2.73M Sell
43,177
-1,694
-4% -$104K 1.52% 19
2025
Q3 		$2.66M Buy
44,871
+814
+2% +$47.4K 1.56% 17
2025
Q2 		$2.56M Buy
44,057
+530
+1% +$28.4K 1.54% 17
2025
Q1 		$2.21M Buy
43,527
+2,306
+6% +$117K 1.45% 18
2024
Q4 		$1.97M Buy
+41,221
New +$2.07M 1.35% 18

Other funds holding VEA

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 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
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

Holos Integrated Wealth's VEA Position: Q2 2026 in Review

Holos Integrated Wealth reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 2.8% in Q2 2026, selling an estimated $82K and leaving 41,595 shares worth $2.94M. The position accounts for 1.37% of the portfolio, ranked #18.

Holos Integrated Wealth first reported a position in VEA in Q4 2024 and has held it in 7 quarters since. 1,116 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

  • Holos Integrated Wealth held 41,595 shares of Vanguard FTSE Developed Markets ETF worth $2.94M as of Q2 2026.
  • Holos Integrated Wealth sold 1,177 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $82K.
  • Vanguard FTSE Developed Markets ETF made up 1.37% of Holos Integrated Wealth's portfolio in Q2 2026, its #18 holding.
  • Holos Integrated Wealth first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,116 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.