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Modera Wealth Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Modera Wealth Management’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 		$375M Sell
5,257,397
-88,535
-2% -$6.17M 4% 4
2026
Q1 		$343M Sell
5,345,932
-159,700
-3% -$10.5M 4.11% 4
2025
Q4 		$344M Sell
5,505,632
-106,708
-2% -$6.54M 3.98% 2
2025
Q3 		$336M Sell
5,612,340
-84,903
-1% -$4.95M 3.9% 3
2025
Q2 		$325M Buy
5,697,243
+20,431
+0.4% +$1.09M 4.02% 2
2025
Q1 		$289M Sell
5,676,812
-112,065
-2% -$5.67M 3.9% 2
2024
Q4 		$277M Buy
5,788,877
+248,557
+4% +$12.5M 3.34% 3
2024
Q3 		$293M Sell
5,540,320
-92,257
-2% -$4.69M 3.72% 3
2024
Q2 		$278M Sell
5,632,577
-105,609
-2% -$5.25M 4.1% 2
2024
Q1 		$288M Sell
5,738,186
-91,585
-2% -$4.42M 4.38% 2
2023
Q4 		$279M Buy
5,829,771
+7,444
+0.1% +$333K 4.62% 2
2023
Q3 		$255M Buy
5,822,327
+15,268
+0.3% +$699K 4.8% 1
2023
Q2 		$268M Buy
5,807,059
+4,955,891
+582% +$228M 4.87% 1
2023
Q1 		$38.4M Sell
851,168
-50,886
-6% -$2.27M 1.49% 19
2022
Q4 		$37.9M Buy
902,054
+158,445
+21% +$6.42M 1.54% 19
2022
Q3 		$27M Buy
743,609
+131,249
+21% +$5.35M 1.37% 23
2022
Q2 		$25M Buy
612,360
+42,785
+8% +$1.9M 1.19% 26
2022
Q1 		$27.4M Buy
569,575
+130,595
+30% +$6.36M 1.21% 24
2021
Q4 		$22.4M Buy
438,980
+249,012
+131% +$12.8M 0.86% 27
2021
Q3 		$9.59M Sell
189,968
-24,864
-12% -$1.29M 0.49% 33
2021
Q2 		$11.1M Buy
214,832
+7,422
+4% +$383K 0.6% 32
2021
Q1 		$10.2M Buy
207,410
+18,162
+10% +$887K 0.66% 28
2020
Q4 		$8.93M Buy
189,248
+175,453
+1,272% +$7.72M 0.71% 29
2020
Q3 		$564K Buy
13,795
+655
+5% +$26.9K 0.08% 80
2020
Q2 		$510K Buy
13,140
+2,809
+27% +$103K 0.08% 82
2020
Q1 		$344K Buy
10,331
+4,162
+67% +$167K 0.07% 103
2019
Q4 		$272K Sell
6,169
-438
-7% -$18.7K 0.04% 118
2019
Q3 		$271K Buy
6,607
+1
+0% +$41 0.05% 113
2019
Q2 		$276K Sell
6,606
-1,004
-13% -$41.4K 0.05% 110
2019
Q1 		$311K Buy
7,610
+168
+2% +$6.71K 0.06% 103
2018
Q4 		$276K Buy
7,442
+913
+14% +$36.1K 0.05% 103
2018
Q3 		$283K Hold
6,529
– – 0.06% 110
2018
Q2 		$280K Sell
6,529
-155
-2% -$6.91K 0.06% 109
2018
Q1 		$296K Buy
6,684
+33
+0.5% +$1.5K 0.06% 96
2017
Q4 		$298K Sell
6,651
-5,884
-47% -$260K 0.06% 101
2017
Q3 		$544K Buy
+12,535
New +$532K 0.12% 65
2014
Q4 		– Sell
-26,689
Closed -$1.06M – 92
2014
Q3 		$1.06M Hold
26,689
– – 0.45% 27
2014
Q2 		$1.14M Buy
26,689
+140
+0.5% +$5.9K 0.52% 24
2014
Q1 		$1.1M Hold
26,549
– – 0.43% 24
2013
Q4 		$1.11M Buy
+26,549
New +$1.08M 0.42% 29

Other funds holding VEA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 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

Modera Wealth Management's VEA Position: Q2 2026 in Review

Modera Wealth Management reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 1.7% in Q2 2026, selling an estimated $6.17M and leaving 5,257,397 shares worth $375M. The position accounts for 4% of the portfolio, ranked #4.

Modera Wealth Management first reported a position in VEA in Q4 2013 and has held it in 40 quarters since. 2,118 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

  • Modera Wealth Management held 5,257,397 shares of Vanguard FTSE Developed Markets ETF worth $375M as of Q2 2026.
  • Modera Wealth Management sold 88,535 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $6.17M.
  • Vanguard FTSE Developed Markets ETF made up 4% of Modera Wealth Management's portfolio in Q2 2026, its #4 holding.
  • Modera Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2013 and has held it in 40 quarters since.
  • 2,118 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.