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

Theory Financial’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	$278K	Hold	3,937	–	–	0.09%	90
2026 Q2	$281K	Hold	3,937	–	–	0.09%	90
2026 Q1	$252K	Hold	3,937	–	–	0.09%	88
2025 Q4	$260K	Hold	3,937	–	–	0.09%	93
2025 Q3	$241K	Hold	3,937	–	–	0.09%	85
2025 Q2	$221K	Hold	3,937	–	–	0.08%	80
2025 Q1	$200K	Buy	+3,937	New	+$199K	0.08%	80
2022 Q2	–	Sell	-8,538	Closed	-$410K	–	68
2022 Q1	$410K	Hold	8,538	–	–	0.27%	45
2021 Q4	$436K	Buy	+8,538	New	+$438K	0.28%	38

Other funds holding VEA

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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 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

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

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

Theory Financial's VEA Position: Q3 2026 in Review

Theory Financial held its Vanguard FTSE Developed Markets ETF (VEA) position steady in Q3 2026 at 3,937 shares worth $278K. The position accounts for 0.09% of the portfolio, ranked #90.

Theory Financial first reported a position in VEA in Q4 2021 and has held it in 9 quarters since. The position peaked at $436K in Q4 2021. 2,754 funds tracked by Wall St. Rank hold VEA as of Q3 2026.

Theory Financial held 3,937 shares of Vanguard FTSE Developed Markets ETF worth $278K as of Q3 2026.
Theory Financial left its Vanguard FTSE Developed Markets ETF share count unchanged in Q3 2026.
Vanguard FTSE Developed Markets ETF made up 0.09% of Theory Financial's portfolio in Q3 2026, its #90 holding.
Theory Financial first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2021 and has held it in 9 quarters since.
Theory Financial's Vanguard FTSE Developed Markets ETF position peaked at $436K in Q4 2021.
2,754 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2026.

Based on Theory Financial's 13F filing for Q3 2026, filed 9 Nov 2026.