Root Financial Partners’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Root Financial 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 Q1	$9.64M	Buy	150,469 +53,166	+55%	+$3.51M	0.45%	25
2025 Q4	$6.08M	Buy	97,303 +20,769	+27%	+$1.27M	0.31%	33
2025 Q3	$4.59M	Buy	76,534 +40,643	+113%	+$2.37M	0.28%	33
2025 Q2	$2.05M	Sell	35,891 -620	-2%	-$33.2K	0.2%	44
2025 Q1	$1.86M	Sell	36,511 -1,238	-3%	-$62.6K	0.2%	37
2024 Q4	$1.81M	Buy	37,749 +4,294	+13%	+$216K	0.22%	37
2024 Q3	$1.77M	Buy	33,455 +12,168	+57%	+$619K	0.28%	31
2024 Q2	$1.05M	Buy	21,287 +2,584	+14%	+$129K	0.25%	33
2024 Q1	$938K	Buy	18,703 +2,519	+16%	+$122K	0.28%	34
2023 Q4	$775K	Buy	16,184 +2,972	+22%	+$133K	0.29%	36
2023 Q3	$578K	Sell	13,212 -2,991	-18%	-$137K	0.31%	38
2023 Q2	$748K	Sell	16,203 -18,753	-54%	-$863K	0.45%	29
2023 Q1	$1.58M	Buy	+34,956	New	+$1.56M	1.13%	17

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

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

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

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

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

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

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

Root Financial Partners's VEA Position: Q1 2026 in Review

Root Financial Partners increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 55% in Q1 2026, buying an estimated $3.51M and bringing the position to 150,469 shares worth $9.64M. The position accounts for 0.45% of the portfolio, ranked #25.

Root Financial Partners first reported a position in VEA in Q1 2023 and has held it in 13 quarters since. 2,893 funds tracked by Wall St. Rank hold VEA as of Q1 2026.

Root Financial Partners held 150,469 shares of Vanguard FTSE Developed Markets ETF worth $9.64M as of Q1 2026.
Root Financial Partners bought 53,166 Vanguard FTSE Developed Markets ETF shares in Q1 2026, an estimated $3.51M.
Vanguard FTSE Developed Markets ETF made up 0.45% of Root Financial Partners's portfolio in Q1 2026, its #25 holding.
Root Financial Partners first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2023 and has held it in 13 quarters since.
2,893 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.