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

Intergy 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
2026 Q3	$29.3M	Buy	414,361 +15,150	+4%	+$1.09M	6.57%	3
2026 Q2	$28.4M	Buy	399,211 +932	+0.2%	+$64.9K	6.57%	3
2026 Q1	$25.5M	Buy	398,279 +13,736	+4%	+$907K	7.49%	3
2025 Q4	$24M	Buy	384,543 +8,740	+2%	+$535K	7.25%	3
2025 Q3	$22.5M	Buy	375,803 +2,108	+0.6%	+$123K	7.04%	3
2025 Q2	$21.3M	Sell	373,695 -317	-0.1%	-$17K	7.27%	3
2025 Q1	$19M	Buy	374,012 +5,031	+1%	+$255K	7.23%	3
2024 Q4	$17.6M	Buy	368,981 +16,662	+5%	+$837K	6.58%	3
2024 Q3	$18.6M	Buy	352,319 +6,801	+2%	+$346K	7.09%	3
2024 Q2	$17.1M	Buy	345,518 +21,814	+7%	+$1.09M	7.04%	3
2024 Q1	$16.2M	Buy	323,704 +12,969	+4%	+$626K	6.68%	3
2023 Q4	$14.9M	Buy	310,735 +16,983	+6%	+$760K	6.43%	3
2023 Q3	$12.8M	Buy	293,752 +13,844	+5%	+$634K	6.42%	3
2023 Q2	$12.9M	Buy	279,908 +23,193	+9%	+$1.07M	6.33%	3
2023 Q1	$11.6M	Buy	256,715 +7,906	+3%	+$352K	6.49%	3
2022 Q4	$10.4M	Buy	248,809 +15,932	+7%	+$645K	6.53%	3
2022 Q3	$8.47M	Buy	232,877 +11,270	+5%	+$459K	6.01%	3
2022 Q2	$9.04M	Buy	221,607 +28,210	+15%	+$1.25M	7.13%	3
2022 Q1	$9.29M	Buy	193,397 +122,831	+174%	+$5.98M	6.48%	3
2021 Q4	$3.6M	Buy	+70,566	New	+$3.62M	2.82%	8

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

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

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

Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 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

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Intergy Private Wealth's VEA Position: Q3 2026 in Review

Intergy Private Wealth increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 3.8% in Q3 2026, buying an estimated $1.09M and bringing the position to 414,361 shares worth $29.3M. The position accounts for 6.57% of the portfolio, ranked #3.

Intergy Private Wealth first reported a position in VEA in Q4 2021 and has held it in 20 quarters since. 723 funds tracked by Wall St. Rank hold VEA as of Q3 2026.

Intergy Private Wealth held 414,361 shares of Vanguard FTSE Developed Markets ETF worth $29.3M as of Q3 2026.
Intergy Private Wealth bought 15,150 Vanguard FTSE Developed Markets ETF shares in Q3 2026, an estimated $1.09M.
Vanguard FTSE Developed Markets ETF made up 6.57% of Intergy Private Wealth's portfolio in Q3 2026, its #3 holding.
Intergy Private Wealth first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2021 and has held it in 20 quarters since.
723 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2026.

Based on Intergy Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.