Birchbrook’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Birchbrook’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	$13.2M	Sell	186,327 -3,820	-2%	-$274K	6.3%	3
2026 Q2	$13.5M	Sell	190,147 -6,052	-3%	-$422K	6.36%	3
2026 Q1	$12.6M	Sell	196,199 -2,652	-1%	-$175K	6.16%	3
2025 Q4	$12.4M	Sell	198,851 -1,292	-0.6%	-$79.1K	6.19%	3
2025 Q3	$12M	Buy	200,143 +9,008	+5%	+$525K	6.2%	3
2025 Q2	$10.9M	Sell	191,135 -5,171	-3%	-$277K	5.84%	4
2025 Q1	$10M	Buy	196,306 +3,953	+2%	+$200K	5.61%	4
2024 Q4	$9.2M	Buy	192,353 +3,304	+2%	+$166K	5.23%	4
2024 Q3	$10M	Buy	189,049 +5,271	+3%	+$268K	5.54%	4
2024 Q2	$9.08M	Sell	183,778 -2,790	-1%	-$139K	5.45%	4
2024 Q1	$9.36M	Buy	186,568 +945	+0.5%	+$45.6K	5.57%	4
2023 Q4	$8.89M	Buy	+185,623	New	+$8.31M	5.86%	3

Other funds holding VEA

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

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

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

Country Trust Bank Bloomington, Illinois $5.78B AUM 19.9% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Birchbrook's VEA Position: Q3 2026 in Review

Birchbrook reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 2% in Q3 2026, selling an estimated $274K and leaving 186,327 shares worth $13.2M. The position accounts for 6.3% of the portfolio, ranked #3.

Birchbrook first reported a position in VEA in Q4 2023 and has held it in 12 quarters since. The position peaked at $13.5M in Q2 2026. 1,481 funds tracked by Wall St. Rank hold VEA as of Q3 2026.

Birchbrook held 186,327 shares of Vanguard FTSE Developed Markets ETF worth $13.2M as of Q3 2026.
Birchbrook sold 3,820 Vanguard FTSE Developed Markets ETF shares in Q3 2026, an estimated $274K.
Vanguard FTSE Developed Markets ETF made up 6.3% of Birchbrook's portfolio in Q3 2026, its #3 holding.
Birchbrook first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2023 and has held it in 12 quarters since.
Birchbrook's Vanguard FTSE Developed Markets ETF position peaked at $13.5M in Q2 2026.
1,481 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2026.

Based on Birchbrook's 13F filing for Q3 2026, filed 14 Oct 2026.