IPW
VEA icon

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

Intergy 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 		$28.4M Buy
399,211
+932
+0.2% +$64.9K 6.57% 3
2026
Q1 		$25.5M Buy
398,279
+13,736
+4% +$907K 7.49% 3
2025
Q4 		$24M Buy
384,543
+8,740
+2% +$535K 7.25% 3
2025
Q3 		$22.5M Buy
375,803
+2,108
+0.6% +$123K 7.04% 3
2025
Q2 		$21.3M Sell
373,695
-317
-0.1% -$17K 7.27% 3
2025
Q1 		$19M Buy
374,012
+5,031
+1% +$255K 7.23% 3
2024
Q4 		$17.6M Buy
368,981
+16,662
+5% +$837K 6.58% 3
2024
Q3 		$18.6M Buy
352,319
+6,801
+2% +$346K 7.09% 3
2024
Q2 		$17.1M Buy
345,518
+21,814
+7% +$1.09M 7.04% 3
2024
Q1 		$16.2M Buy
323,704
+12,969
+4% +$626K 6.68% 3
2023
Q4 		$14.9M Buy
310,735
+16,983
+6% +$760K 6.43% 3
2023
Q3 		$12.8M Buy
293,752
+13,844
+5% +$634K 6.42% 3
2023
Q2 		$12.9M Buy
279,908
+23,193
+9% +$1.07M 6.33% 3
2023
Q1 		$11.6M Buy
256,715
+7,906
+3% +$352K 6.49% 3
2022
Q4 		$10.4M Buy
248,809
+15,932
+7% +$645K 6.53% 3
2022
Q3 		$8.47M Buy
232,877
+11,270
+5% +$459K 6.01% 3
2022
Q2 		$9.04M Buy
221,607
+28,210
+15% +$1.25M 7.13% 3
2022
Q1 		$9.29M Buy
193,397
+122,831
+174% +$5.98M 6.48% 3
2021
Q4 		$3.6M Buy
+70,566
New +$3.62M 2.82% 8

Other funds holding VEA

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
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
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

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

Intergy Private Wealth increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 0.23% in Q2 2026, buying an estimated $64.9K and bringing the position to 399,211 shares worth $28.4M. The position accounts for 6.57% of the portfolio, ranked #3.

Intergy Private Wealth first reported a position in VEA in Q4 2021 and has held it in 19 quarters since. 790 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

  • Intergy Private Wealth held 399,211 shares of Vanguard FTSE Developed Markets ETF worth $28.4M as of Q2 2026.
  • Intergy Private Wealth bought 932 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $64.9K.
  • Vanguard FTSE Developed Markets ETF made up 6.57% of Intergy Private Wealth's portfolio in Q2 2026, its #3 holding.
  • Intergy Private Wealth first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2021 and has held it in 19 quarters since.
  • 790 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Intergy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.