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

Trevian 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	$7.08M	Buy	99,305 +2,687	+3%	+$187K	3.02%	5
2026 Q1	$6.19M	Buy	96,618 +4,812	+5%	+$318K	3.06%	5
2025 Q4	$5.74M	Buy	91,806 +7,333	+9%	+$449K	2.72%	6
2025 Q3	$5.06M	Buy	84,473 +1,720	+2%	+$100K	2.72%	7
2025 Q2	$4.72M	Sell	82,753 -12,201	-13%	-$654K	2.88%	7
2025 Q1	$4.83M	Buy	94,954 +3,505	+4%	+$177K	3.44%	6
2024 Q4	$4.37M	Buy	91,449 +7,102	+8%	+$357K	3.23%	6
2024 Q3	$4.45M	Buy	+84,347	New	+$4.29M	3.65%	6
2024 Q2	–	Sell	-60,132	Closed	-$3.02M	–	21
2024 Q1	$3.02M	Buy	60,132 +9,925	+20%	+$479K	2.06%	6
2023 Q4	$2.4M	Buy	50,207 +10,219	+26%	+$457K	1.87%	8
2023 Q3	$1.75M	Buy	+39,988	New	+$1.83M	1.6%	9
2023 Q2	–	Sell	-43,166	Closed	-$1.95M	–	26
2023 Q1	$1.95M	Buy	43,166 +23,693	+122%	+$1.06M	1.82%	10
2022 Q4	$817K	Sell	19,473 -48,358	-71%	-$1.96M	0.89%	15
2022 Q3	$2.47M	Sell	67,831 -14,678	-18%	-$598K	2.78%	5
2022 Q2	$3.38M	Buy	82,509 +15,684	+23%	+$697K	3.67%	4
2022 Q1	$3.21M	Buy	66,825 +13,441	+25%	+$654K	3.11%	3
2021 Q4	$2.76M	Buy	+53,384	New	+$2.74M	2.65%	3

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

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

Trevian Wealth Management increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 2.8% in Q2 2026, buying an estimated $187K and bringing the position to 99,305 shares worth $7.08M. The position accounts for 3.02% of the portfolio, ranked #5.

Trevian Wealth Management first reported a position in VEA in Q4 2021 and has held it in 17 quarters since. 2,985 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

Trevian Wealth Management held 99,305 shares of Vanguard FTSE Developed Markets ETF worth $7.08M as of Q2 2026.
Trevian Wealth Management bought 2,687 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $187K.
Vanguard FTSE Developed Markets ETF made up 3.02% of Trevian Wealth Management's portfolio in Q2 2026, its #5 holding.
Trevian Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2021 and has held it in 17 quarters since.
2,985 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Trevian Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.