VEA β€” VANGUARD FTSE DEVELOPED MARKETS ETF

Ownership history in HT Partners LLC  Β·  40 quarters on record

This page tracks every 13F SEC filing in which HT Partners 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 β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
24.79% (2016 Q4)
πŸ“Š Avg. % of fund
10.67%
πŸ“… First filed
2016 Q1
πŸ“… Last filed
2025 Q4
⏱ Quarters held
40

Position Intelligence

HT Partners LLC Γ— VEA AI Analytics

πŸ“‰ HT Partners LLC underperformed the S&P 500 by –5.1% annually on this VEA position. Timing score: 56% (22/39 decisions correct). Average cost basis: $30.24. Maximum drawdown during holding period: –27.5%.

πŸ“ˆ Position Alpha vs SPY
-5.1%
annualised excess return

❌ Significantly underperformed the S&P 500 by 5.1% ann.
39 quarters analyzed

⏱️ Timing Score
56%

βœ… Decent timing β€” more right than wrong on entries and exits.
22 of 39 add/trim decisions correct

πŸ’° Entry Quality
$30.24
+106.2% vs current ($62.36)

Best entry: $26.43 (2016 Q2)  Β·  Worst: $58.82 (2025 Q3)

πŸ›‘οΈ Drawdown Resilience
–27.5%
max drawdown while held

πŸ’ͺ Held through 2 major drawdowns (>20%).

πŸ’ͺ Fund Conviction
70%
buy-side decisions

28 adds Β· 12 trims. Bought during 9 of 14 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ HT Partners LLC has been actively increasing its VEA allocation β€” a bullish signal from insiders.
Currently 5.65% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    VEA price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 303,952 -1,833 -0.6% 5.65% $19.0M $62.36
2025 Q3 ADDED 305,785 +7,739 +2.6% 5.60% $18.3M $58.82
2025 Q2 ADDED 298,046 +191 +0.1% 5.19% $17.0M $55.70
2025 Q1 ADDED 297,855 +12,261 +4.3% 5.19% $15.1M $49.27
2024 Q4 REDUCED 285,594 -43,579 -13.2% 4.64% $13.7M $46.14
2024 Q3 ADDED 329,173 +34,491 +11.7% 6.15% $17.4M $50.20
2024 Q2 ADDED 294,682 +8,356 +2.9% 5.15% $14.6M $46.85
2024 Q1 ADDED 286,326 +41,493 +16.9% 5.20% $14.4M $47.12
2023 Q4 REDUCED 244,833 -34,731 -12.4% 4.67% $11.7M $44.73
2023 Q3 ADDED 279,564 +18,981 +7.3% 3.65% $12.2M $40.30
30 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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