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Apexium Financial’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Apexium Financial’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
2025
Q3 		$480K Buy
8,013
+1,184
+17% +$69K 0.02% 197
2025
Q2 		$389K Sell
6,829
-504
-7% -$27K 0.02% 208
2025
Q1 		$373K Buy
7,333
+960
+15% +$48.6K 0.02% 203
2024
Q4 		$305K Buy
6,373
+160
+3% +$8.04K 0.02% 209
2024
Q3 		$328K Sell
6,213
-5,084
-45% -$259K 0.02% 180
2024
Q2 		$558K Buy
11,297
+473
+4% +$23.5K 0.04% 127
2024
Q1 		$543K Buy
10,824
+27
+0.3% +$1.3K 0.04% 130
2023
Q4 		$517K Buy
10,797
+1,027
+11% +$46K 0.04% 166
2023
Q3 		$427K Buy
9,770
+14
+0.1% +$641 0.04% 141
2023
Q2 		$451K Buy
9,756
+20
+0.2% +$920 0.04% 141
2023
Q1 		$440K Buy
9,736
+2,440
+33% +$109K 0.04% 141
2022
Q4 		$306K Sell
7,296
-324
-4% -$13.1K 0.03% 166
2022
Q3 		$277K Buy
+7,620
New +$311K 0.03% 160

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Apexium Financial's VEA Position: Q3 2025 in Review

Apexium Financial increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 17% in Q3 2025, buying an estimated $69K and bringing the position to 8,013 shares worth $480K. The position accounts for 0.02% of the portfolio, ranked #197.

Apexium Financial first reported a position in VEA in Q3 2022 and has held it in 13 quarters since. The position peaked at $558K in Q2 2024. 2,565 funds tracked by Wall St. Rank hold VEA as of Q3 2025.

  • Apexium Financial held 8,013 shares of Vanguard FTSE Developed Markets ETF worth $480K as of Q3 2025.
  • Apexium Financial bought 1,184 Vanguard FTSE Developed Markets ETF shares in Q3 2025, an estimated $69K.
  • Vanguard FTSE Developed Markets ETF made up 0.02% of Apexium Financial's portfolio in Q3 2025, its #197 holding.
  • Apexium Financial first reported a position in Vanguard FTSE Developed Markets ETF in Q3 2022 and has held it in 13 quarters since.
  • Apexium Financial's Vanguard FTSE Developed Markets ETF position peaked at $558K in Q2 2024.
  • 2,565 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.