Ownership history in EverSource Wealth Advisors, LLC · 17 quarters on record
This page tracks every 13F SEC filing in which EverSource Wealth Advisors, LLC reported a position in VANGUARD FTSE DEVELOPED MARKETS ETF (VEA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 1,049,797 | -22,612 | -2.1% | 2.41% | $65.6M | $62.36 |
| 2025 Q3 | REDUCED | 1,072,409 | -32,284 | -2.9% | 2.54% | $64.3M | $58.82 |
| 2025 Q2 | REDUCED | 1,104,693 | -80,135 | -6.8% | 2.84% | $63.0M | $55.70 |
| 2025 Q1 | REDUCED | 1,184,828 | -18,694 | -1.6% | 3.31% | $60.2M | $49.27 |
| 2024 Q4 | ADDED | 1,203,522 | +71,638 | +6.3% | 3.24% | $57.6M | $46.14 |
| 2024 Q3 | ADDED | 1,131,884 | +12,246 | +1.1% | 3.78% | $59.8M | $50.20 |
| 2024 Q2 | ADDED | 1,119,638 | +215,862 | +23.9% | 3.79% | $57.0M | $46.85 |
| 2024 Q1 | UNCHANGED | 903,776 | — | 0% | 3.96% | $43.3M | $47.12 |
| 2023 Q4 | ADDED | 903,776 | +62,509 | +7.4% | 3.96% | $43.3M | $44.73 |
| 2023 Q3 | ADDED | 841,267 | +119,516 | +16.6% | 3.90% | $36.8M | $40.30 |
As of 2025 Q4 — sorted by position size