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

Essential 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	$52.1K	Hold	738	–	–	0.02%	600
2026 Q2	$52.6K	Sell	738 -1,853	-72%	-$129K	0.02%	599
2026 Q1	$166K	Buy	2,591 +1,274	+97%	+$84.1K	0.06%	316
2025 Q4	$82.3K	Buy	1,317 +579	+78%	+$35.5K	0.03%	494
2025 Q3	$44.2K	Hold	738	–	–	0.01%	626
2025 Q2	$42.1K	Buy	+738	New	+$39.5K	0.02%	515

Other funds holding VEA

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

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

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

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Essential Partners's VEA Position: Q3 2026 in Review

Essential Partners held its Vanguard FTSE Developed Markets ETF (VEA) position steady in Q3 2026 at 738 shares worth $52.1K. The position accounts for 0.02% of the portfolio, ranked #600.

Essential Partners first reported a position in VEA in Q2 2025 and has held it in 6 quarters since. The position peaked at $166K in Q1 2026. 498 funds tracked by Wall St. Rank hold VEA as of Q3 2026.

Essential Partners held 738 shares of Vanguard FTSE Developed Markets ETF worth $52.1K as of Q3 2026.
Essential Partners left its Vanguard FTSE Developed Markets ETF share count unchanged in Q3 2026.
Vanguard FTSE Developed Markets ETF made up 0.02% of Essential Partners's portfolio in Q3 2026, its #600 holding.
Essential Partners first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2025 and has held it in 6 quarters since.
Essential Partners's Vanguard FTSE Developed Markets ETF position peaked at $166K in Q1 2026.
498 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2026.

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