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

Burkett Financial Services’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 		$26.4M Buy
374,265
+568
+0.2% +$40.7K 7.98% 4
2026
Q2 		$26.6M Sell
373,697
-4,560
-1% -$318K 8.33% 4
2026
Q1 		$24.2M Sell
378,257
-8,004
-2% -$528K 8.31% 4
2025
Q4 		$24.1M Sell
386,261
-10,887
-3% -$667K 8.23% 3
2025
Q3 		$23.8M Buy
397,148
+1,370
+0.3% +$79.8K 8.2% 3
2025
Q2 		$22.6M Sell
395,778
-7,551
-2% -$404K 8.12% 3
2025
Q1 		$20.5M Buy
403,329
+18,798
+5% +$951K 8.35% 4
2024
Q4 		$18.4M Buy
384,531
+12,718
+3% +$639K 7.52% 4
2024
Q3 		$19.6M Buy
371,813
+1,831
+0.5% +$93.1K 8.11% 3
2024
Q2 		$18.3M Buy
369,982
+3,855
+1% +$192K 9.38% 4
2024
Q1 		$18.4M Buy
366,127
+2,089
+0.6% +$101K 9.47% 4
2023
Q4 		$17.4M Buy
+364,038
New +$16.3M 9.71% 4

Other funds holding VEA

MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GBI
GP Brinson Investments Chicago, Illinois $234M AUM 11.18% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
MSRI
Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return
GPI
General Partner Inc Pittsburgh, Pennsylvania $187M AUM 17.35% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return

Burkett Financial Services's VEA Position: Q3 2026 in Review

Burkett Financial Services increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 0.15% in Q3 2026, buying an estimated $40.7K and bringing the position to 374,265 shares worth $26.4M. The position accounts for 7.98% of the portfolio, ranked #4.

Burkett Financial Services first reported a position in VEA in Q4 2023 and has held it in 12 quarters since. The position peaked at $26.6M in Q2 2026. 22 funds tracked by Wall St. Rank hold VEA as of Q3 2026.

  • Burkett Financial Services held 374,265 shares of Vanguard FTSE Developed Markets ETF worth $26.4M as of Q3 2026.
  • Burkett Financial Services bought 568 Vanguard FTSE Developed Markets ETF shares in Q3 2026, an estimated $40.7K.
  • Vanguard FTSE Developed Markets ETF made up 7.98% of Burkett Financial Services's portfolio in Q3 2026, its #4 holding.
  • Burkett Financial Services first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2023 and has held it in 12 quarters since.
  • Burkett Financial Services's Vanguard FTSE Developed Markets ETF position peaked at $26.6M in Q2 2026.
  • 22 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.