EverSource Wealth Advisors, LLC VEA holdings history
VANGUARD FTSE DEVELOPED ETF · CUSIP 921943858 · CIK 1710537
As of 2026-06-30, EverSource Wealth Advisors, LLC reported 1.01M VEA (shares), valued at $71.97M, or 2.43% of its reported non-derivative portfolio. Filed 2026-07-24.
Verify history & sources →Shares decreased 48.48%; reported value decreased 42.72%, and weight changed -1.41 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 2.43% | 1,010,101 | SEC filing ↗Filed Jul 24, 2026 |
| Q1 2026 | 3.84% | 1,960,679 | SEC filing ↗Filed May 18, 2026Amended |
| Q4 2025 | 2.42% | 1,049,797 | SEC filing ↗Filed Feb 6, 2026 |
| Q3 2025 | 2.54% | 1,072,409 | SEC filing ↗Filed Nov 10, 2025 |
| Q2 2025 | 2.85% | 1,104,693 | SEC filing ↗Filed Aug 13, 2025 |
| Q1 2025 | 3.31% | 1,184,828 | SEC filing ↗Filed May 13, 2025 |
| Q4 2024 | 3.24% | 1,203,522 | SEC filing ↗Filed Feb 10, 2025 |
| Q3 2024 | 3.78% | 1,131,884 | SEC filing ↗Filed Nov 8, 2024 |
| Q2 2024 | 3.79% | 1,119,638 | SEC filing ↗Filed Aug 13, 2024 |
| Q1 2024 | 3.94% | 1,034,891 | SEC filing ↗Filed Jun 11, 2024Amended |
| Q4 2023 | 3.96% | 903,776 | SEC filing ↗Filed Feb 9, 2024 |
| Q3 2023 | 3.90% | 841,267 | SEC filing ↗Filed Nov 3, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 3.90% | 841,267 | $36.78M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 3, 2023 |
| Q4 2023 | 3.96% | 903,776 | $43.29M | Shares increased 7.43%; reported value increased 17.70%, and weight changed +0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 9, 2024 |
| Q1 2024 | 3.94% | 1,034,891 | $50.15M | Shares increased 14.51%; reported value increased 15.85%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jun 11, 2024 |
| Q2 2024 | 3.79% | 1,119,638 | $57.00M | Shares increased 8.19%; reported value increased 13.66%, and weight changed -0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2024 |
| Q3 2024 | 3.78% | 1,131,884 | $59.77M | Shares increased 1.09%; reported value increased 4.87%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 8, 2024 |
| Q4 2024 | 3.24% | 1,203,522 | $57.55M | Shares increased 6.33%; reported value decreased 3.72%, and weight changed -0.54 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 10, 2025 |
| Q1 2025 | 3.31% | 1,184,828 | $60.22M | Shares decreased 1.55%; reported value increased 4.64%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2025 |
| Q2 2025 | 2.85% | 1,104,693 | $62.98M | Shares decreased 6.76%; reported value increased 4.57%, and weight changed -0.46 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2025 |
| Q3 2025 | 2.54% | 1,072,409 | $64.26M | Shares decreased 2.92%; reported value increased 2.03%, and weight changed -0.31 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 10, 2025 |
| Q4 2025 | 2.42% | 1,049,797 | $65.58M | Shares decreased 2.11%; reported value increased 2.06%, and weight changed -0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 6, 2026 |
| Q1 2026 | 3.84% | 1,960,679 | $125.64M | Shares increased 86.77%; reported value increased 91.58%, and weight changed +1.42 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 18, 2026 |
| Q2 2026 | 2.43% | 1,010,101 | $71.97M | Shares decreased 48.48%; reported value decreased 42.72%, and weight changed -1.41 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 24, 2026 |
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