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

One Charles 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	$387K	Buy	5,437 +1,228	+29%	+$85.5K	0.09%	115
2026 Q1	$270K	Hold	4,209	–	–	0.07%	136
2025 Q4	$263K	Hold	4,209	–	–	0.07%	135
2025 Q3	$252K	Hold	4,209	–	–	0.07%	140
2025 Q2	$240K	Hold	4,209	–	–	0.07%	140
2025 Q1	$214K	Hold	4,209	–	–	0.07%	131
2024 Q4	$201K	Hold	4,209	–	–	0.07%	147
2024 Q3	$222K	Hold	4,209	–	–	0.08%	138
2024 Q2	$208K	Sell	4,209 -1,515	-26%	-$75.4K	0.09%	139
2024 Q1	$287K	Buy	5,724 +124	+2%	+$5.99K	0.13%	115
2023 Q4	$268K	Buy	+5,600	New	+$251K	0.14%	111
2022 Q1	–	Sell	-7,058	Closed	-$360K	–	122
2021 Q4	$360K	Buy	+7,058	New	+$362K	0.2%	78

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

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

One Charles Private Wealth Services increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 29% in Q2 2026, buying an estimated $85.5K and bringing the position to 5,437 shares worth $387K. The position accounts for 0.09% of the portfolio, ranked #115.

One Charles Private Wealth Services first reported a position in VEA in Q4 2021 and has held it in 12 quarters since. 2,997 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

One Charles Private Wealth Services held 5,437 shares of Vanguard FTSE Developed Markets ETF worth $387K as of Q2 2026.
One Charles Private Wealth Services bought 1,228 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $85.5K.
Vanguard FTSE Developed Markets ETF made up 0.09% of One Charles Private Wealth Services's portfolio in Q2 2026, its #115 holding.
One Charles Private Wealth Services first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2021 and has held it in 12 quarters since.
2,997 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on One Charles Private Wealth Services's 13F filing for Q2 2026, filed 15 Jul 2026.