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

Catalyst Financial Partners’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 Q1	$1.56M	Buy	24,384 +1,280	+6%	+$84.5K	0.18%	65
2025 Q4	$1.44M	Sell	23,104 -199	-0.9%	-$12.2K	0.16%	69
2025 Q3	$1.4M	Buy	23,303 +308	+1%	+$17.9K	0.17%	61
2025 Q2	$1.31M	Buy	22,995 +4,982	+28%	+$267K	0.14%	60
2025 Q1	$916K	Buy	18,013 +386	+2%	+$19.5K	0.17%	71
2024 Q4	$843K	Buy	17,627 +909	+5%	+$45.6K	0.16%	78
2024 Q3	$883K	Sell	16,718 -100	-0.6%	-$5.08K	0.17%	78
2024 Q2	$831K	Sell	16,818 -1,425	-8%	-$70.9K	0.18%	72
2024 Q1	$873K	Hold	18,243	–	–	0.22%	60
2023 Q4	$874K	Buy	18,243 +1,014	+6%	+$45.4K	0.25%	53
2023 Q3	$753K	Buy	17,229 +1,175	+7%	+$53.8K	0.24%	63
2023 Q2	$741K	Sell	16,054 -209	-1%	-$9.61K	0.26%	59
2023 Q1	$735K	Sell	16,263 -22,417	-58%	-$999K	0.31%	51
2022 Q4	$1.62M	Buy	+38,680	New	+$1.57M	0.83%	22

Other funds holding VEA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Catalyst Financial Partners's VEA Position: Q1 2026 in Review

Catalyst Financial Partners increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 5.5% in Q1 2026, buying an estimated $84.5K and bringing the position to 24,384 shares worth $1.56M. The position accounts for 0.18% of the portfolio, ranked #65.

Catalyst Financial Partners first reported a position in VEA in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.62M in Q4 2022. 2,891 funds tracked by Wall St. Rank hold VEA as of Q1 2026.

Catalyst Financial Partners held 24,384 shares of Vanguard FTSE Developed Markets ETF worth $1.56M as of Q1 2026.
Catalyst Financial Partners bought 1,280 Vanguard FTSE Developed Markets ETF shares in Q1 2026, an estimated $84.5K.
Vanguard FTSE Developed Markets ETF made up 0.18% of Catalyst Financial Partners's portfolio in Q1 2026, its #65 holding.
Catalyst Financial Partners first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2022 and has held it in 14 quarters since.
Catalyst Financial Partners's Vanguard FTSE Developed Markets ETF position peaked at $1.62M in Q4 2022.
2,891 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2026.

Based on Catalyst Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.