Values Added Financial
VEA icon

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

Values Added 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 		$12.7M Sell
179,438
-2,030
-1% -$146K 4.49% 3
2026
Q2 		$12.9M Sell
181,468
-1,212
-0.7% -$84.4K 4.67% 3
2026
Q1 		$11.7M Sell
182,680
-10,202
-5% -$673K 4.93% 3
2025
Q4 		$12M Sell
192,882
-896
-0.5% -$54.9K 5.09% 2
2025
Q3 		$11.6M Sell
193,778
-12,478
-6% -$727K 5.16% 4
2025
Q2 		$11.8M Buy
206,256
+873
+0.4% +$46.8K 5.7% 3
2025
Q1 		$10.4M Sell
205,383
-22,429
-10% -$1.13M 5.79% 3
2024
Q4 		$10.9M Sell
227,812
-10,954
-5% -$550K 6.3% 2
2024
Q3 		$12.6M Buy
238,766
+8,267
+4% +$420K 7.95% 1
2024
Q2 		$11.4M Buy
230,499
+7,201
+3% +$358K 8.21% 1
2024
Q1 		$11.2M Sell
223,298
-22,731
-9% -$1.1M 8.74% 1
2023
Q4 		$11.8M Buy
246,029
+72,140
+41% +$3.23M 9.65% 1
2023
Q3 		$7.6M Buy
173,889
+2,462
+1% +$113K 6.93% 2
2023
Q2 		$7.92M Buy
+171,427
New +$7.88M 7.42% 2

Other funds holding VEA

WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Values Added Financial's VEA Position: Q3 2026 in Review

Values Added Financial reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 1.1% in Q3 2026, selling an estimated $146K and leaving 179,438 shares worth $12.7M. The position accounts for 4.49% of the portfolio, ranked #3.

Values Added Financial first reported a position in VEA in Q2 2023 and has held it in 14 quarters since. The position peaked at $12.9M in Q2 2026. 1,415 funds tracked by Wall St. Rank hold VEA as of Q3 2026.

  • Values Added Financial held 179,438 shares of Vanguard FTSE Developed Markets ETF worth $12.7M as of Q3 2026.
  • Values Added Financial sold 2,030 Vanguard FTSE Developed Markets ETF shares in Q3 2026, an estimated $146K.
  • Vanguard FTSE Developed Markets ETF made up 4.49% of Values Added Financial's portfolio in Q3 2026, its #3 holding.
  • Values Added Financial first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2023 and has held it in 14 quarters since.
  • Values Added Financial's Vanguard FTSE Developed Markets ETF position peaked at $12.9M in Q2 2026.
  • 1,415 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2026.

Based on Values Added Financial's 13F filing for Q3 2026, filed 28 Oct 2026.