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J.M. Forbes & Co’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

J.M. Forbes & Co’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 		$432K Buy
6,064
+4
+0.1% +$279 0.03% 116
2026
Q1 		$388K Buy
+6,060
New +$400K 0.03% 115

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

J.M. Forbes & Co's VEA Position: Q2 2026 in Review

J.M. Forbes & Co increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 0.07% in Q2 2026, buying an estimated $279 and bringing the position to 6,064 shares worth $432K. The position accounts for 0.03% of the portfolio, ranked #116.

J.M. Forbes & Co first reported a position in VEA in Q1 2026 and has held it in 2 quarters since. 2,992 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

  • J.M. Forbes & Co held 6,064 shares of Vanguard FTSE Developed Markets ETF worth $432K as of Q2 2026.
  • J.M. Forbes & Co bought 4 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $279.
  • Vanguard FTSE Developed Markets ETF made up 0.03% of J.M. Forbes & Co's portfolio in Q2 2026, its #116 holding.
  • J.M. Forbes & Co first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2026 and has held it in 2 quarters since.
  • 2,992 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on J.M. Forbes & Co's 13F filing for Q2 2026, filed 20 Jul 2026.