Evergreen Private Wealth’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Evergreen Private Wealth’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
2025 Q4	–	Sell	-302	Closed	-$18.1K	–	222
2025 Q3	$18.1K	Hold	302	–	–	0.01%	140
2025 Q2	$17.2K	Hold	302	–	–	0.01%	142
2025 Q1	$15.4K	Sell	302 -308	-50%	-$15.6K	0.01%	145
2024 Q4	$29.2K	Hold	610	–	–	0.01%	129
2024 Q3	$32.2K	Hold	610	–	–	0.01%	129
2024 Q2	$30.1K	Hold	610	–	–	0.01%	130
2024 Q1	$30.6K	Hold	610	–	–	0.02%	134
2023 Q4	$29.2K	Buy	+610	New	+$27.3K	0.02%	130

Other funds holding VEA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Evergreen Private Wealth's VEA Position: Q4 2025 in Review

Evergreen Private Wealth sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q4 2025, closing a stake of 302 shares — an estimated $18.1K sold.

Evergreen Private Wealth first reported a position in VEA in Q4 2023 and held it in 8 quarters. The position peaked at $32.2K in Q3 2024. 2,826 funds tracked by Wall St. Rank hold VEA as of Q4 2025.

Evergreen Private Wealth reported no remaining Vanguard FTSE Developed Markets ETF position as of Q4 2025 after selling out during the quarter.
Evergreen Private Wealth sold 302 Vanguard FTSE Developed Markets ETF shares in Q4 2025, an estimated $18.1K.
Evergreen Private Wealth first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2023 and held it in 8 quarters.
Evergreen Private Wealth's Vanguard FTSE Developed Markets ETF position peaked at $32.2K in Q3 2024.
2,826 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2025.

Based on Evergreen Private Wealth's 13F filing for Q4 2025, filed 28 Jan 2026.