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Integrated Wealth Management (Ohio)’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Integrated Wealth Management (Ohio)’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 		$844K Sell
11,842
-413
-3% -$28.8K 0.89% 30
2026
Q1 		$785K Sell
12,255
-322
-3% -$21.3K 0.9% 31
2025
Q4 		$786K Buy
+12,577
New +$770K 0.88% 37

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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

Integrated Wealth Management (Ohio)'s VEA Position: Q2 2026 in Review

Integrated Wealth Management (Ohio) reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 3.4% in Q2 2026, selling an estimated $28.8K and leaving 11,842 shares worth $844K. The position accounts for 0.89% of the portfolio, ranked #30.

Integrated Wealth Management (Ohio) first reported a position in VEA in Q4 2025 and has held it in 3 quarters since. 2,978 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

  • Integrated Wealth Management (Ohio) held 11,842 shares of Vanguard FTSE Developed Markets ETF worth $844K as of Q2 2026.
  • Integrated Wealth Management (Ohio) sold 413 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $28.8K.
  • Vanguard FTSE Developed Markets ETF made up 0.89% of Integrated Wealth Management (Ohio)'s portfolio in Q2 2026, its #30 holding.
  • Integrated Wealth Management (Ohio) first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,978 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Integrated Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 11 Aug 2026.