Holos Integrated Wealth’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Holos Integrated 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
2026 Q3	$3.04M	Buy	43,845 +2,250	+5%	+$161K	1.37%	18
2026 Q2	$2.94M	Sell	41,595 -1,177	-3%	-$82K	1.37%	18
2026 Q1	$2.78M	Sell	42,772 -405	-0.9%	-$26.7K	1.41%	20
2025 Q4	$2.73M	Sell	43,177 -1,694	-4%	-$104K	1.52%	19
2025 Q3	$2.66M	Buy	44,871 +814	+2%	+$47.4K	1.56%	17
2025 Q2	$2.56M	Buy	44,057 +530	+1%	+$28.4K	1.54%	17
2025 Q1	$2.21M	Buy	43,527 +2,306	+6%	+$117K	1.45%	18
2024 Q4	$1.97M	Buy	+41,221	New	+$2.07M	1.35%	18

Other funds holding VEA

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 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

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Tanglewood Wealth Management Houston, Texas $1.2B AUM 13.27% 1-Year Est. Return

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

Holos Integrated Wealth's VEA Position: Q3 2026 in Review

Holos Integrated Wealth increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 5.4% in Q3 2026, buying an estimated $161K and bringing the position to 43,845 shares worth $3.04M. The position accounts for 1.37% of the portfolio, ranked #18.

Holos Integrated Wealth first reported a position in VEA in Q4 2024 and has held it in 8 quarters since. 1,055 funds tracked by Wall St. Rank hold VEA as of Q3 2026.

Holos Integrated Wealth held 43,845 shares of Vanguard FTSE Developed Markets ETF worth $3.04M as of Q3 2026.
Holos Integrated Wealth bought 2,250 Vanguard FTSE Developed Markets ETF shares in Q3 2026, an estimated $161K.
Vanguard FTSE Developed Markets ETF made up 1.37% of Holos Integrated Wealth's portfolio in Q3 2026, its #18 holding.
Holos Integrated Wealth first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2024 and has held it in 8 quarters since.
1,055 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.