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 Q3	$12.2M	Buy	172,311 +12,363	+8%	+$887K	0.41%	28
2026 Q2	$11.4M	Buy	159,948 +9,479	+6%	+$660K	0.44%	25
2026 Q1	$9.6M	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

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

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Root Financial Partners's VEA Position: Q3 2026 in Review

Root Financial Partners increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 7.7% in Q3 2026, buying an estimated $887K and bringing the position to 172,311 shares worth $12.2M. The position accounts for 0.41% of the portfolio, ranked #28.

Root Financial Partners first reported a position in VEA in Q1 2023 and has held it in 15 quarters since. 1,409 funds tracked by Wall St. Rank hold VEA as of Q3 2026.

Root Financial Partners held 172,311 shares of Vanguard FTSE Developed Markets ETF worth $12.2M as of Q3 2026.
Root Financial Partners bought 12,363 Vanguard FTSE Developed Markets ETF shares in Q3 2026, an estimated $887K.
Vanguard FTSE Developed Markets ETF made up 0.41% of Root Financial Partners's portfolio in Q3 2026, its #28 holding.
Root Financial Partners first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2023 and has held it in 15 quarters since.
1,409 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2026.

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