Precedent Wealth Partners’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Precedent Wealth Partners’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	$45M	Buy	637,303 +63,222	+11%	+$4.54M	6.91%	1
2026 Q2	$40.9M	Buy	574,081 +67,113	+13%	+$4.67M	6.8%	1
2026 Q1	$32.5M	Buy	506,968 +51,256	+11%	+$3.38M	6.5%	1
2025 Q4	$28.5M	Buy	455,712 +48,646	+12%	+$2.98M	5.97%	1
2025 Q3	$24.4M	Buy	407,066 +50,144	+14%	+$2.92M	5.37%	2
2025 Q2	$20.3M	Buy	356,922 +113,170	+46%	+$6.06M	4.98%	2
2025 Q1	$12.4M	Buy	243,752 +16,764	+7%	+$848K	3.44%	3
2024 Q4	$10.9M	Buy	226,988 +7,185	+3%	+$361K	3.54%	4
2024 Q3	$11.6M	Buy	219,803 +15,169	+7%	+$771K	3.83%	5
2024 Q2	$10.1M	Buy	204,634 +7,819	+4%	+$389K	4.07%	6
2024 Q1	$9.9M	Sell	196,815 -15,500	-7%	-$749K	4.24%	6
2023 Q4	$10.2M	Buy	+212,315	New	+$9.5M	5.17%	4

Other funds holding VEA

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

Precedent Wealth Partners's VEA Position: Q3 2026 in Review

Precedent Wealth Partners increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 11% in Q3 2026, buying an estimated $4.54M and bringing the position to 637,303 shares worth $45M. The position accounts for 6.91% of the portfolio, ranked #1.

Precedent Wealth Partners first reported a position in VEA in Q4 2023 and has held it in 12 quarters since. 2,233 funds tracked by Wall St. Rank hold VEA as of Q3 2026.

Precedent Wealth Partners held 637,303 shares of Vanguard FTSE Developed Markets ETF worth $45M as of Q3 2026.
Precedent Wealth Partners bought 63,222 Vanguard FTSE Developed Markets ETF shares in Q3 2026, an estimated $4.54M.
Vanguard FTSE Developed Markets ETF made up 6.91% of Precedent Wealth Partners's portfolio in Q3 2026, its #1 holding.
Precedent Wealth Partners first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2023 and has held it in 12 quarters since.
2,233 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2026.

Based on Precedent Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.