Synergy Asset Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Synergy Asset 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	$2.18M	Sell	30,650 -8,253	-21%	-$575K	0.21%	80
2026 Q1	$2.49M	Buy	38,903 +3,979	+11%	+$263K	0.26%	67
2025 Q4	$2.18M	Sell	34,924 -86,647	-71%	-$5.31M	0.23%	72
2025 Q3	$7.07M	Buy	121,571 +85,295	+235%	+$4.97M	0.26%	68
2025 Q2	$2.07M	Buy	36,276 +28,369	+359%	+$1.52M	0.24%	60
2025 Q1	$402K	Buy	7,907 +7,747	+4,842%	+$392K	0.05%	125
2024 Q4	$8.45K	Buy	+160	New	+$8.04K	﹤0.01%	499

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

Synergy Asset Management's VEA Position: Q2 2026 in Review

Synergy Asset Management reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 21% in Q2 2026, selling an estimated $575K and leaving 30,650 shares worth $2.18M. The position accounts for 0.21% of the portfolio, ranked #80.

Synergy Asset Management first reported a position in VEA in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.07M in Q3 2025. 2,985 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

Synergy Asset Management held 30,650 shares of Vanguard FTSE Developed Markets ETF worth $2.18M as of Q2 2026.
Synergy Asset Management sold 8,253 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $575K.
Vanguard FTSE Developed Markets ETF made up 0.21% of Synergy Asset Management's portfolio in Q2 2026, its #80 holding.
Synergy Asset Management first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2024 and has held it in 7 quarters since.
Synergy Asset Management's Vanguard FTSE Developed Markets ETF position peaked at $7.07M in Q3 2025.
2,985 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Synergy Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.