Legacy Private Trust
VEA icon

Legacy Private Trust’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Legacy Private Trust’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 		$81.1M Buy
1,148,916
+21,782
+2% +$1.56M 4.44% 3
2026
Q2 		$80.3M Buy
1,127,134
+4,641
+0.4% +$323K 4.45% 3
2026
Q1 		$71.9M Sell
1,122,493
-21,704
-2% -$1.43M 4.42% 3
2025
Q4 		$71.5M Buy
1,144,197
+6,837
+0.6% +$419K 4.19% 4
2025
Q3 		$68.2M Buy
1,137,360
+37,130
+3% +$2.16M 4.06% 4
2025
Q2 		$62.7M Buy
1,100,230
+56,482
+5% +$3.03M 4.05% 4
2025
Q1 		$53.1M Sell
1,043,748
-64
-0% -$3.24K 3.65% 4
2024
Q4 		$49.9M Buy
1,043,812
+12,321
+1% +$619K 3.27% 5
2024
Q3 		$54.5M Sell
1,031,491
-296,247
-22% -$15.1M 3.66% 3
2024
Q2 		$65.6M Buy
1,327,738
+49,942
+4% +$2.48M 4.66% 3
2024
Q1 		$64.1M Buy
1,277,796
+284,259
+29% +$13.7M 4.69% 3
2023
Q4 		$47.6M Sell
993,537
-242,413
-20% -$10.9M 3.78% 3
2023
Q3 		$54M Sell
1,235,950
-213,240
-15% -$9.8M 4.65% 3
2023
Q2 		$66.9M Buy
1,449,190
+320,884
+28% +$14.8M 5.53% 3
2023
Q1 		$51M Buy
1,128,306
+503,668
+81% +$22.4M 4.35% 3
2022
Q4 		$26.2M Buy
624,638
+7,453
+1% +$302K 2.37% 6
2022
Q3 		$22.4M Buy
617,185
+51,416
+9% +$2.1M 2.13% 8
2022
Q2 		$23.1M Buy
565,769
+57,086
+11% +$2.54M 2.07% 8
2022
Q1 		$24.4M Buy
508,683
+35,102
+7% +$1.71M 1.9% 10
2021
Q4 		$24.2M Buy
473,581
+101,752
+27% +$5.22M 1.81% 11
2021
Q3 		$18.8M Buy
371,829
+17,190
+5% +$894K 1.52% 16
2021
Q2 		$18.3M Sell
354,639
-33,878
-9% -$1.75M 1.54% 13
2021
Q1 		$19.1M Buy
388,517
+9,043
+2% +$442K 1.72% 12
2020
Q4 		$17.9M Sell
379,474
-113,735
-23% -$5M 1.69% 12
2020
Q3 		$20.2M Sell
493,209
-13,296
-3% -$546K 2.08% 10
2020
Q2 		$19.6M Sell
506,505
-52,541
-9% -$1.92M 2.16% 9
2020
Q1 		$18.6M Buy
559,046
+77,245
+16% +$3.1M 2.42% 7
2019
Q4 		$21.2M Buy
481,801
+56,497
+13% +$2.41M 2.22% 9
2019
Q3 		$17.5M Sell
425,304
-98,999
-19% -$4.04M 1.95% 10
2019
Q2 		$21.9M Sell
524,303
-167,970
-24% -$6.92M 2.49% 7
2019
Q1 		$28.3M Buy
692,273
+49,736
+8% +$1.99M 3.36% 2
2018
Q4 		$23.8M Sell
642,537
-376,906
-37% -$14.9M 3.08% 3
2018
Q3 		$44.1M Buy
1,019,443
+58,344
+6% +$2.51M 4.99% 1
2018
Q2 		$41.2M Buy
961,099
+65,357
+7% +$2.91M 4.91% 1
2018
Q1 		$39.6M Sell
895,742
-62,008
-6% -$2.81M 4.63% 2
2017
Q4 		$43M Sell
957,750
-51,474
-5% -$2.27M 5.01% 1
2017
Q3 		$43.8M Buy
1,009,224
+310,369
+44% +$13.2M 5.33% 1
2017
Q2 		$28.9M Buy
698,855
+433,352
+163% +$17.7M 3.65% 5
2017
Q1 		$10.4M Buy
265,503
+46,998
+22% +$1.8M 1.34% 15
2016
Q4 		$7.98M Buy
218,505
+109,618
+101% +$4M 1.08% 20
2016
Q3 		$4.07M Buy
108,887
+52,686
+94% +$1.94M 0.55% 49
2016
Q2 		$1.99M Buy
56,201
+14,138
+34% +$511K 0.29% 97
2016
Q1 		$1.51M Sell
42,063
-125,771
-75% -$4.34M 0.23% 105
2015
Q4 		$6.16M Sell
167,834
-56,251
-25% -$2.11M 0.94% 24
2015
Q3 		$7.99M Sell
224,085
-77,974
-26% -$3M 1.26% 12
2015
Q2 		$12M Sell
302,059
-97,002
-24% -$4.01M 1.81% 7
2015
Q1 		$15.9M Buy
399,061
+374,132
+1,501% +$14.7M 2.33% 6
2014
Q4 		$944K Buy
24,929
+5,819
+30% +$225K 0.14% 151
2014
Q3 		$760K Sell
19,110
-15,369
-45% -$639K 0.12% 161
2014
Q2 		$1.47M Sell
34,479
-128,500
-79% -$5.41M 0.23% 115
2014
Q1 		$6.73M Sell
162,979
-367,310
-69% -$15M 1.17% 18
2013
Q4 		$22.1M Buy
530,289
+73,770
+16% +$2.99M 4.04% 2
2013
Q3 		$18.1M Buy
456,519
+449,280
+6,206% +$17.1M 3.82% 6
2013
Q2 		$258K Buy
+7,239
New +$271K 0.06% 161

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Wealthfront Advisers
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WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

Legacy Private Trust's VEA Position: Q3 2026 in Review

Legacy Private Trust increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 1.9% in Q3 2026, buying an estimated $1.56M and bringing the position to 1,148,916 shares worth $81.1M. The position accounts for 4.44% of the portfolio, ranked #3.

Legacy Private Trust first reported a position in VEA in Q2 2013 and has held it in 54 quarters since. 2,233 funds tracked by Wall St. Rank hold VEA as of Q3 2026.

  • Legacy Private Trust held 1,148,916 shares of Vanguard FTSE Developed Markets ETF worth $81.1M as of Q3 2026.
  • Legacy Private Trust bought 21,782 Vanguard FTSE Developed Markets ETF shares in Q3 2026, an estimated $1.56M.
  • Vanguard FTSE Developed Markets ETF made up 4.44% of Legacy Private Trust's portfolio in Q3 2026, its #3 holding.
  • Legacy Private Trust first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2013 and has held it in 54 quarters since.
  • 2,233 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2026.

Based on Legacy Private Trust's 13F filing for Q3 2026, filed 6 Oct 2026.