Windward Private Wealth Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Windward Private Wealth Management’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	$42.5M	Sell	601,521 -17,836	-3%	-$1.28M	13.73%	2
2026 Q2	$44.1M	Buy	619,357 +1,669	+0.3%	+$116K	14.12%	2
2026 Q1	$39.6M	Buy	617,688 +766	+0.1%	+$50.6K	13.68%	2
2025 Q4	$38.5M	Sell	616,922 -27,339	-4%	-$1.67M	13.35%	2
2025 Q3	$38.6M	Sell	644,261 -1,078	-0.2%	-$62.8K	13.32%	2
2025 Q2	$36.8M	Sell	645,339 -28,135	-4%	-$1.51M	13.27%	2
2025 Q1	$34.2M	Sell	673,474 -387	-0.1%	-$19.6K	13.35%	2
2024 Q4	$32.2M	Buy	673,861 +46,587	+7%	+$2.34M	12.56%	2
2024 Q3	$33.1M	Buy	627,274 +10,099	+2%	+$514K	12.7%	2
2024 Q2	$30.5M	Buy	617,175 +13,682	+2%	+$681K	12.35%	2
2024 Q1	$30.3M	Buy	603,493 +12,811	+2%	+$619K	12.37%	2
2023 Q4	$28.3M	Buy	590,682 +22,717	+4%	+$1.02M	11.86%	2
2023 Q3	$24.8M	Buy	567,965 +17,324	+3%	+$793K	11.23%	2
2023 Q2	$25.4M	Sell	550,641 -6,625	-1%	-$305K	11.27%	2
2023 Q1	$25.2M	Buy	557,266 +7,975	+1%	+$355K	10.74%	2
2022 Q4	$23.1M	Sell	549,291 -55,413	-9%	-$2.24M	10.21%	2
2022 Q3	$22M	Buy	604,704 +58,679	+11%	+$2.39M	10.58%	2
2022 Q2	$22.3M	Buy	546,025 +2,648	+0.5%	+$118K	10.24%	2
2022 Q1	$26.1M	Sell	543,377 -25,532	-4%	-$1.24M	10.78%	3
2021 Q4	$29M	Buy	568,909 +26,798	+5%	+$1.38M	11.21%	3
2021 Q3	$27.4M	Buy	542,111 +35,181	+7%	+$1.83M	11.13%	2
2021 Q2	$26.1M	Buy	506,930 +28,148	+6%	+$1.45M	10.72%	2
2021 Q1	$23.5M	Buy	478,782 +23,513	+5%	+$1.15M	10.43%	2
2020 Q4	$21.5M	Buy	+455,269	New	+$20M	10.04%	2

Other funds holding VEA

Creative Planning Overland Park, Kansas $179B AUM 16.96% 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

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

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Windward Private Wealth Management's VEA Position: Q3 2026 in Review

Windward Private Wealth Management reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 2.9% in Q3 2026, selling an estimated $1.28M and leaving 601,521 shares worth $42.5M. The position accounts for 13.73% of the portfolio, ranked #2.

Windward Private Wealth Management first reported a position in VEA in Q4 2020 and has held it in 24 quarters since. The position peaked at $44.1M in Q2 2026. 2,135 funds tracked by Wall St. Rank hold VEA as of Q3 2026.

Windward Private Wealth Management held 601,521 shares of Vanguard FTSE Developed Markets ETF worth $42.5M as of Q3 2026.
Windward Private Wealth Management sold 17,836 Vanguard FTSE Developed Markets ETF shares in Q3 2026, an estimated $1.28M.
Vanguard FTSE Developed Markets ETF made up 13.73% of Windward Private Wealth Management's portfolio in Q3 2026, its #2 holding.
Windward Private Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2020 and has held it in 24 quarters since.
Windward Private Wealth Management's Vanguard FTSE Developed Markets ETF position peaked at $44.1M in Q2 2026.
2,135 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2026.

Based on Windward Private Wealth Management's 13F filing for Q3 2026, filed 10 Nov 2026.