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Loring Wolcott & Coolidge Fiduciary Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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 		$1.15M Sell
16,181
-1,315
-8% -$91.6K 0.01% 165
2026
Q1 		$1.19M Buy
17,496
+2,756
+19% +$182K 0.01% 150
2025
Q4 		$990K Sell
14,740
-1,050
-7% -$64.3K 0.01% 167
2025
Q3 		$964K Hold
15,790
– – 0.01% 171
2025
Q2 		$900K Hold
15,790
– – 0.01% 163
2025
Q1 		$816K Buy
15,790
+826
+6% +$41.8K 0.01% 169
2024
Q4 		$747K Hold
14,964
– – 0.01% 186
2024
Q3 		$758K Sell
14,964
-740
-5% -$37.6K 0.01% 185
2024
Q2 		$807K Sell
15,704
-4,208
-21% -$209K 0.01% 168
2024
Q1 		$963K Sell
19,912
-5,410
-21% -$261K 0.01% 152
2023
Q4 		$1.2M Sell
25,322
-4,795
-16% -$215K 0.01% 142
2023
Q3 		$1.31M Sell
30,117
-6,578
-18% -$301K 0.01% 131
2023
Q2 		$1.69M Sell
36,695
-9,472
-21% -$436K 0.02% 121
2023
Q1 		$2.09M Buy
46,167
+705
+2% +$31.4K 0.02% 112
2022
Q4 		$1.91M Hold
45,462
– – 0.02% 111
2022
Q3 		$1.65M Sell
45,462
-1,930
-4% -$78.6K 0.02% 116
2022
Q2 		$1.93M Buy
47,392
+12,497
+36% +$556K 0.02% 115
2022
Q1 		$1.68M Sell
34,895
-2,905
-8% -$141K 0.02% 133
2021
Q4 		$1.93M Buy
37,800
+34,302
+981% +$1.76M 0.02% 129
2021
Q3 		$177K Hold
3,498
– – ﹤0.01% 328
2021
Q2 		$180K Buy
+3,498
New +$181K ﹤0.01% 334
2020
Q4 		– Sell
-9,996
Closed -$409K – 800
2020
Q3 		$409K Buy
9,996
+8,576
+604% +$352K 0.01% 211
2020
Q2 		$55K Sell
1,420
-701
-33% -$25.6K ﹤0.01% 370
2020
Q1 		$71K Buy
2,121
+701
+49% +$28.1K ﹤0.01% 334
2019
Q4 		$63K Hold
1,420
– – ﹤0.01% 396
2019
Q3 		$58K Hold
1,420
– – ﹤0.01% 396
2019
Q2 		$59K Hold
1,420
– – ﹤0.01% 391
2019
Q1 		$58K Sell
1,420
-5,786
-80% -$231K ﹤0.01% 391
2018
Q4 		$267K Sell
7,206
-9,081
-56% -$360K ﹤0.01% 234
2018
Q3 		$705K Buy
+16,287
New +$702K 0.01% 181
2018
Q2 		– Sell
-5,337
Closed -$236K – 735
2018
Q1 		$236K Buy
+5,337
New +$242K ﹤0.01% 259

Other funds holding VEA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's VEA Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 7.5% in Q2 2026, selling an estimated $91.6K and leaving 16,181 shares worth $1.15M. The position accounts for 0.01% of the portfolio, ranked #165.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in VEA in Q1 2018 and has held it in 31 quarters since. The position peaked at $2.09M in Q1 2023. 2,001 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

  • Loring Wolcott & Coolidge Fiduciary Advisors held 16,181 shares of Vanguard FTSE Developed Markets ETF worth $1.15M as of Q2 2026.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 1,315 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $91.6K.
  • Vanguard FTSE Developed Markets ETF made up 0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #165 holding.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2018 and has held it in 31 quarters since.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Vanguard FTSE Developed Markets ETF position peaked at $2.09M in Q1 2023.
  • 2,001 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.