AWE
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Avidian Wealth Enterprises’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Avidian Wealth Enterprises’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 		$39.9M Sell
565,376
-9,912
-2% -$711K 1.11% 16
2026
Q2 		$41M Buy
575,288
+8,110
+1% +$565K 1.13% 16
2026
Q1 		$36.3M Buy
567,178
+468,690
+476% +$30.9M 1.15% 19
2025
Q4 		$6.15M Sell
98,488
-46,387
-32% -$2.84M 0.22% 69
2025
Q3 		$8.68M Buy
144,875
+3,268
+2% +$190K 0.33% 51
2025
Q2 		$8.07M Sell
141,607
-12,576
-8% -$674K 0.33% 47
2025
Q1 		$7.84M Sell
154,183
-1,681
-1% -$85.1K 0.35% 49
2024
Q4 		$7.45M Buy
155,864
+15,634
+11% +$785K 0.33% 50
2024
Q3 		$7.41M Buy
140,230
+3,198
+2% +$163K 0.34% 54
2024
Q2 		$6.77M Buy
137,032
+17,355
+15% +$864K 0.28% 55
2024
Q1 		$6M Sell
119,677
-7,943
-6% -$384K 0.29% 54
2023
Q4 		$6.11M Buy
127,620
+7,300
+6% +$327K 0.38% 50
2023
Q3 		$5.26M Sell
120,320
-287
-0.2% -$13.1K 0.37% 59
2023
Q2 		$5.57M Buy
120,607
+10,022
+9% +$461K 0.36% 61
2023
Q1 		$5M Sell
110,585
-30,148
-21% -$1.34M 0.27% 74
2022
Q4 		$5.91M Buy
140,733
+39,951
+40% +$1.62M 0.38% 55
2022
Q3 		$3.66M Sell
100,782
-114,973
-53% -$4.69M 0.26% 68
2022
Q2 		$8.8M Buy
215,755
+108,205
+101% +$4.81M 0.62% 32
2022
Q1 		$5.17M Buy
107,550
+6,495
+6% +$316K 0.32% 63
2021
Q4 		$5.16M Buy
101,055
+95,034
+1,578% +$4.88M 0.32% 60
2021
Q3 		$304K Buy
6,021
+553
+10% +$28.8K 0.02% 295
2021
Q2 		$282K Buy
+5,468
New +$282K 0.02% 320

Other funds holding VEA

WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Avidian Wealth Enterprises's VEA Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 1.7% in Q3 2026, selling an estimated $711K and leaving 565,376 shares worth $39.9M. The position accounts for 1.11% of the portfolio, ranked #16.

Avidian Wealth Enterprises first reported a position in VEA in Q2 2021 and has held it in 22 quarters since. The position peaked at $41M in Q2 2026. 184 funds tracked by Wall St. Rank hold VEA as of Q3 2026.

  • Avidian Wealth Enterprises held 565,376 shares of Vanguard FTSE Developed Markets ETF worth $39.9M as of Q3 2026.
  • Avidian Wealth Enterprises sold 9,912 Vanguard FTSE Developed Markets ETF shares in Q3 2026, an estimated $711K.
  • Vanguard FTSE Developed Markets ETF made up 1.11% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #16 holding.
  • Avidian Wealth Enterprises first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2021 and has held it in 22 quarters since.
  • Avidian Wealth Enterprises's Vanguard FTSE Developed Markets ETF position peaked at $41M in Q2 2026.
  • 184 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.