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

McCarter Private Wealth Services’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	$1.67M	Sell	23,497 -1,516	-6%	-$106K	0.58%	51
2026 Q1	$1.6M	Buy	25,013 +540	+2%	+$35.6K	0.7%	43
2025 Q4	$1.53M	Sell	24,473 -614	-2%	-$37.6K	0.69%	40
2025 Q3	$1.5M	Sell	25,087 -225	-0.9%	-$13.1K	0.77%	35
2025 Q2	$1.44M	Sell	25,312 -517	-2%	-$27.7K	0.83%	35
2025 Q1	$1.31M	Buy	25,829 +425	+2%	+$21.5K	0.86%	34
2024 Q4	$1.21M	Sell	25,404 -1,120	-4%	-$56.2K	0.77%	33
2024 Q3	$1.4M	Buy	+26,524	New	+$1.35M	0.89%	34

Other funds holding VEA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

McCarter Private Wealth Services's VEA Position: Q2 2026 in Review

McCarter Private Wealth Services reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 6.1% in Q2 2026, selling an estimated $106K and leaving 23,497 shares worth $1.67M. The position accounts for 0.58% of the portfolio, ranked #51.

McCarter Private Wealth Services first reported a position in VEA in Q3 2024 and has held it in 8 quarters since. 2,998 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

McCarter Private Wealth Services held 23,497 shares of Vanguard FTSE Developed Markets ETF worth $1.67M as of Q2 2026.
McCarter Private Wealth Services sold 1,516 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $106K.
Vanguard FTSE Developed Markets ETF made up 0.58% of McCarter Private Wealth Services's portfolio in Q2 2026, its #51 holding.
McCarter Private Wealth Services first reported a position in Vanguard FTSE Developed Markets ETF in Q3 2024 and has held it in 8 quarters since.
2,998 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on McCarter Private Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.