Palo Alto Wealth Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Palo Alto Wealth Advisors’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 Q3	$424K	Buy	6,866 +1,243	+22%	+$72.4K	0.12%	43
2025 Q2	$321K	Sell	5,623 -466	-8%	-$25K	0.12%	41
2025 Q1	$329K	Sell	6,089 -1,447	-19%	-$73.2K	0.13%	40
2024 Q4	$360K	Buy	7,536 +1,017	+16%	+$51.1K	0.13%	39
2024 Q3	$334K	Buy	6,519 +1,064	+20%	+$54.1K	0.14%	38
2024 Q2	$270K	Sell	5,455 -222	-4%	-$11K	0.19%	36
2024 Q1	$285K	Buy	5,677 +303	+6%	+$14.6K	0.2%	36
2023 Q4	$257K	Buy	+5,374	New	+$241K	0.19%	37

Other funds holding VEA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Palo Alto Wealth Advisors's VEA Position: Q3 2025 in Review

Palo Alto Wealth Advisors increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 22% in Q3 2025, buying an estimated $72.4K and bringing the position to 6,866 shares worth $424K. The position accounts for 0.12% of the portfolio, ranked #43.

Palo Alto Wealth Advisors first reported a position in VEA in Q4 2023 and has held it in 8 quarters since. 2,565 funds tracked by Wall St. Rank hold VEA as of Q3 2025.

Palo Alto Wealth Advisors held 6,866 shares of Vanguard FTSE Developed Markets ETF worth $424K as of Q3 2025.
Palo Alto Wealth Advisors bought 1,243 Vanguard FTSE Developed Markets ETF shares in Q3 2025, an estimated $72.4K.
Vanguard FTSE Developed Markets ETF made up 0.12% of Palo Alto Wealth Advisors's portfolio in Q3 2025, its #43 holding.
Palo Alto Wealth Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2023 and has held it in 8 quarters since.
2,565 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2025.

Based on Palo Alto Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.