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Patriot Financial Group Insurance Agency’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Patriot Financial Group Insurance Agency’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
Q2 		$3.37M Sell
47,264
-48,244
-51% -$3.36M 0.35% 79
2026
Q1 		$6.12M Buy
95,508
+53,095
+125% +$3.5M 0.34% 79
2025
Q4 		$2.65M Sell
42,413
-1,174
-3% -$71.9K 0.32% 83
2025
Q3 		$2.61M Sell
43,587
-18,691
-30% -$1.09M 0.33% 75
2025
Q2 		$3.55M Sell
62,278
-9,325
-13% -$499K 0.41% 60
2025
Q1 		$3.64M Buy
71,603
+8,325
+13% +$421K 0.49% 52
2024
Q4 		$3.03M Sell
63,278
-2,649
-4% -$133K 0.41% 57
2024
Q3 		$3.48M Buy
65,927
+205
+0.3% +$10.4K 0.47% 48
2024
Q2 		$3.25M Sell
65,722
-429
-0.6% -$21.3K 0.48% 46
2024
Q1 		$3.32M Sell
66,151
-7,393
-10% -$357K 0.53% 40
2023
Q4 		$3.52M Buy
73,544
+812
+1% +$36.3K 0.67% 29
2023
Q3 		$3.18M Sell
72,732
-135,398
-65% -$6.2M 0.66% 29
2023
Q2 		$9.61M Sell
208,130
-12,882
-6% -$593K 1.81% 6
2023
Q1 		$9.98M Buy
221,012
+1,519
+0.7% +$67.7K 2.02% 5
2022
Q4 		$9.21M Buy
219,493
+20,236
+10% +$820K 1.24% 6
2022
Q3 		$7.25M Buy
199,257
+10,093
+5% +$411K 1.77% 7
2022
Q2 		$7.72M Buy
189,164
+31,067
+20% +$1.38M 1.57% 7
2022
Q1 		$7.59M Buy
158,097
+22,396
+17% +$1.09M 1.35% 9
2021
Q4 		$6.93M Buy
135,701
+21,146
+18% +$1.09M 1.15% 15
2021
Q3 		$5.78M Buy
114,555
+61,312
+115% +$3.19M 1.03% 16
2021
Q2 		$2.74M Buy
53,243
+13,904
+35% +$718K 0.5% 30
2021
Q1 		$1.93M Buy
39,339
+4,589
+13% +$224K 0.44% 33
2020
Q4 		$1.64M Buy
34,750
+339
+1% +$14.9K 0.41% 40
2020
Q3 		$1.41M Sell
34,411
-6,007
-15% -$246K 0.46% 39
2020
Q2 		$1.57M Buy
40,418
+1,056
+3% +$38.6K 0.6% 28
2020
Q1 		$1.31M Buy
39,362
+18,668
+90% +$749K 0.6% 28
2019
Q4 		$912K Buy
20,694
+3,749
+22% +$160K 0.34% 53
2019
Q3 		$696K Sell
16,945
-1,134
-6% -$46.3K 0.31% 61
2019
Q2 		$760K Buy
18,079
+2,335
+15% +$96.2K 0.33% 50
2019
Q1 		$643K Buy
15,744
+1,487
+10% +$59.4K 0.33% 52
2018
Q4 		$529K Buy
14,257
+256
+2% +$10.1K 0.35% 52
2018
Q3 		$606K Buy
14,001
+4,391
+46% +$189K 0.36% 43
2018
Q2 		$412K Sell
9,610
-6,150
-39% -$274K 0.44% 43
2018
Q1 		$687K Sell
15,760
-108
-0.7% -$4.9K 0.51% 44
2017
Q4 		$733K Buy
15,868
+1,337
+9% +$59.1K 0.55% 34
2017
Q3 		$630K Buy
14,531
+532
+4% +$22.6K 0.56% 30
2017
Q2 		$576K Buy
13,999
+264
+2% +$10.8K 0.6% 25
2017
Q1 		$536K Buy
13,735
+488
+4% +$18.7K 0.56% 30
2016
Q4 		$498K Buy
+13,247
New +$483K 0.68% 25

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WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Patriot Financial Group Insurance Agency's VEA Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 51% in Q2 2026, selling an estimated $3.36M and leaving 47,264 shares worth $3.37M. The position accounts for 0.35% of the portfolio, ranked #79.

Patriot Financial Group Insurance Agency first reported a position in VEA in Q4 2016 and has held it in 39 quarters since. The position peaked at $9.98M in Q1 2023. 2,012 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 47,264 shares of Vanguard FTSE Developed Markets ETF worth $3.37M as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 48,244 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $3.36M.
  • Vanguard FTSE Developed Markets ETF made up 0.35% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #79 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2016 and has held it in 39 quarters since.
  • Patriot Financial Group Insurance Agency's Vanguard FTSE Developed Markets ETF position peaked at $9.98M in Q1 2023.
  • 2,012 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.