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Charter Oak Capital Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Charter Oak Capital 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
Q1 		$3.53M Sell
55,154
-4,949
-8% -$327K 0.27% 32
2025
Q4 		$3.75M Buy
60,103
+1,542
+3% +$94.5K 0.29% 31
2025
Q3 		$3.51M Buy
58,561
+4,145
+8% +$242K 0.28% 32
2025
Q2 		$3.1M Sell
54,416
-393
-0.7% -$21.1K 0.26% 34
2025
Q1 		$2.79M Sell
54,809
-341
-0.6% -$17.3K 0.26% 34
2024
Q4 		$2.64M Buy
55,150
+1,605
+3% +$80.6K 0.25% 35
2024
Q3 		$2.83M Buy
53,545
+3,166
+6% +$161K 0.26% 34
2024
Q2 		$2.49M Sell
50,379
-1,327
-3% -$66K 0.26% 35
2024
Q1 		$2.59M Buy
51,706
+1,498
+3% +$72.3K 0.28% 35
2023
Q4 		$2.4M Sell
50,208
-736
-1% -$32.9K 0.29% 35
2023
Q3 		$2.23M Sell
50,944
-3,817
-7% -$175K 0.3% 35
2023
Q2 		$2.53M Sell
54,761
-2,429
-4% -$112K 0.33% 37
2023
Q1 		$2.58M Buy
57,190
+1,225
+2% +$54.6K 0.36% 36
2022
Q4 		$2.35M Sell
55,965
-8,176
-13% -$331K 0.35% 41
2022
Q3 		$2.33M Sell
64,141
-3,261
-5% -$133K 0.37% 41
2022
Q2 		$2.75M Sell
67,402
-18,325
-21% -$815K 0.37% 39
2022
Q1 		$4.12M Buy
85,727
+2,890
+3% +$141K 0.5% 31
2021
Q4 		$4.23M Buy
82,837
+14,487
+21% +$744K 0.49% 31
2021
Q3 		$3.45M Buy
68,350
+5,275
+8% +$274K 0.43% 34
2021
Q2 		$3.25M Sell
63,075
-1,727
-3% -$89.1K 0.42% 34
2021
Q1 		$3.18M Buy
64,802
+13,820
+27% +$675K 0.45% 32
2020
Q4 		$2.41M Buy
+50,982
New +$2.24M 0.37% 35

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Charter Oak Capital Management's VEA Position: Q1 2026 in Review

Charter Oak Capital Management reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 8.2% in Q1 2026, selling an estimated $327K and leaving 55,154 shares worth $3.53M. The position accounts for 0.27% of the portfolio, ranked #32.

Charter Oak Capital Management first reported a position in VEA in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.23M in Q4 2021. 2,891 funds tracked by Wall St. Rank hold VEA as of Q1 2026.

  • Charter Oak Capital Management held 55,154 shares of Vanguard FTSE Developed Markets ETF worth $3.53M as of Q1 2026.
  • Charter Oak Capital Management sold 4,949 Vanguard FTSE Developed Markets ETF shares in Q1 2026, an estimated $327K.
  • Vanguard FTSE Developed Markets ETF made up 0.27% of Charter Oak Capital Management's portfolio in Q1 2026, its #32 holding.
  • Charter Oak Capital Management first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2020 and has held it in 22 quarters since.
  • Charter Oak Capital Management's Vanguard FTSE Developed Markets ETF position peaked at $4.23M in Q4 2021.
  • 2,891 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2026.

Based on Charter Oak Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.