Rothwell Investment Advisors, LLC’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Rothwell Investment Advisors, LLC’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 Q3	$28K	Buy	+397	New	+$28.5K	0.02%	547

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LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Rothwell Investment Advisors, LLC's VEA Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Vanguard FTSE Developed Markets ETF (VEA) in Q3 2026: 397 shares worth $28K. The stake represents 0.02% of the portfolio and ranks #547 among its holdings.

1,986 funds tracked by Wall St. Rank hold VEA as of Q3 2026.

Rothwell Investment Advisors, LLC held 397 shares of Vanguard FTSE Developed Markets ETF worth $28K as of Q3 2026.
Vanguard FTSE Developed Markets ETF was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Vanguard FTSE Developed Markets ETF made up 0.02% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #547 holding.
1,986 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.