Elevation Wealth Partners
VEA icon

Elevation Wealth Partners’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Elevation Wealth 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
Q3 		$3.86M Buy
54,717
+962
+2% +$69K 1.09% 25
2026
Q2 		$3.83M Buy
53,755
+248
+0.5% +$17.3K 1.15% 22
2026
Q1 		$3.43M Buy
53,507
+325
+0.6% +$21.4K 1.23% 20
2025
Q4 		$3.32M Buy
53,182
+719
+1% +$44K 1.18% 22
2025
Q3 		$3.14M Sell
52,463
-3,497
-6% -$204K 1.13% 26
2025
Q2 		$3.19M Sell
55,960
-362
-0.6% -$19.4K 1.26% 19
2025
Q1 		$2.86M Buy
56,322
+206
+0.4% +$10.4K 1.24% 18
2024
Q4 		$2.68M Buy
56,116
+54,176
+2,793% +$2.72M 1.13% 21
2024
Q3 		$102K Sell
1,940
-79
-4% -$4.02K 0.04% 163
2024
Q2 		$100K Buy
2,019
+20
+1% +$995 0.05% 161
2024
Q1 		$100K Sell
1,999
-34
-2% -$1.64K 0.05% 162
2023
Q4 		$88.9K Hold
2,033
– – 0.05% 161
2023
Q3 		$88.9K Sell
2,033
-291
-13% -$13.3K 0.08% 103
2023
Q2 		$107K Sell
2,324
-1,219
-34% -$56.1K 0.09% 95
2023
Q1 		$160K Buy
+3,543
New +$158K 0.15% 69

Other funds holding VEA

WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Elevation Wealth Partners's VEA Position: Q3 2026 in Review

Elevation Wealth Partners increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 1.8% in Q3 2026, buying an estimated $69K and bringing the position to 54,717 shares worth $3.86M. The position accounts for 1.09% of the portfolio, ranked #25.

Elevation Wealth Partners first reported a position in VEA in Q1 2023 and has held it in 15 quarters since. 1,246 funds tracked by Wall St. Rank hold VEA as of Q3 2026.

  • Elevation Wealth Partners held 54,717 shares of Vanguard FTSE Developed Markets ETF worth $3.86M as of Q3 2026.
  • Elevation Wealth Partners bought 962 Vanguard FTSE Developed Markets ETF shares in Q3 2026, an estimated $69K.
  • Vanguard FTSE Developed Markets ETF made up 1.09% of Elevation Wealth Partners's portfolio in Q3 2026, its #25 holding.
  • Elevation Wealth Partners first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2023 and has held it in 15 quarters since.
  • 1,246 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.