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

Triad 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
Q1 		$9.18M Buy
143,307
+13,729
+11% +$906K 0.73% 31
2025
Q4 		$8.09M Buy
129,578
+18,764
+17% +$1.15M 0.77% 35
2025
Q3 		$6.64M Buy
110,814
+18,072
+19% +$1.05M 0.86% 32
2025
Q2 		$5.29M Buy
92,742
+44,157
+91% +$2.37M 1.07% 25
2025
Q1 		$2.47M Buy
48,585
+24,758
+104% +$1.25M 0.77% 29
2024
Q4 		$1.14M Buy
+23,827
New +$1.2M 0.41% 48
2024
Q3 		– Sell
-633
Closed -$31.3K – 884
2024
Q2 		$31.3K Buy
+633
New +$31.5K 0.02% 290

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Triad Wealth Partners's VEA Position: Q1 2026 in Review

Triad Wealth Partners increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 11% in Q1 2026, buying an estimated $906K and bringing the position to 143,307 shares worth $9.18M. The position accounts for 0.73% of the portfolio, ranked #31.

Triad Wealth Partners first reported a position in VEA in Q2 2024 and has held it in 7 quarters since. 2,894 funds tracked by Wall St. Rank hold VEA as of Q1 2026.

  • Triad Wealth Partners held 143,307 shares of Vanguard FTSE Developed Markets ETF worth $9.18M as of Q1 2026.
  • Triad Wealth Partners bought 13,729 Vanguard FTSE Developed Markets ETF shares in Q1 2026, an estimated $906K.
  • Vanguard FTSE Developed Markets ETF made up 0.73% of Triad Wealth Partners's portfolio in Q1 2026, its #31 holding.
  • Triad Wealth Partners first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2024 and has held it in 7 quarters since.
  • 2,894 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.