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Oak Harbor Wealth Partners’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Oak Harbor Wealth Partners’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 		$4.17M Buy
65,031
+11,335
+21% +$748K 0.98% 28
2025
Q4 		$3.35M Buy
53,696
+13,184
+33% +$808K 0.81% 33
2025
Q3 		$2.43M Buy
40,512
+3,681
+10% +$215K 0.6% 40
2025
Q2 		$2.1M Buy
36,831
+10,225
+38% +$548K 0.57% 43
2025
Q1 		$1.35M Buy
26,606
+2,400
+10% +$121K 0.39% 66
2024
Q4 		$1.16M Sell
24,206
-256
-1% -$12.9K 0.34% 72
2024
Q3 		$1.29M Sell
24,462
-1,534
-6% -$78K 0.37% 74
2024
Q2 		$1.28M Hold
25,996
– – 0.4% 68
2024
Q1 		$1.3M Sell
25,996
-5,831
-18% -$282K 0.41% 68
2023
Q4 		$1.52M Buy
31,827
+1,650
+5% +$73.9K 0.51% 53
2023
Q3 		$1.32M Sell
30,177
-4,200
-12% -$192K 0.47% 65
2023
Q2 		$1.59M Buy
34,377
+289
+0.8% +$13.3K 0.54% 51
2023
Q1 		$1.54M Hold
34,088
– – 0.56% 50
2022
Q4 		$1.43M Buy
34,088
+2,188
+7% +$88.6K 0.55% 53
2022
Q3 		$1.16M Sell
31,900
-915
-3% -$37.3K 0.45% 60
2022
Q2 		$1.34M Sell
32,815
-3,841
-10% -$171K 0.53% 51
2022
Q1 		$1.76M Sell
36,656
-101
-0.3% -$4.92K 0.58% 48
2021
Q4 		$1.88M Buy
+36,757
New +$1.89M 0.65% 46

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

Oak Harbor Wealth Partners's VEA Position: Q1 2026 in Review

Oak Harbor Wealth Partners increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 21% in Q1 2026, buying an estimated $748K and bringing the position to 65,031 shares worth $4.17M. The position accounts for 0.98% of the portfolio, ranked #28.

Oak Harbor Wealth Partners first reported a position in VEA in Q4 2021 and has held it in 18 quarters since. 2,891 funds tracked by Wall St. Rank hold VEA as of Q1 2026.

  • Oak Harbor Wealth Partners held 65,031 shares of Vanguard FTSE Developed Markets ETF worth $4.17M as of Q1 2026.
  • Oak Harbor Wealth Partners bought 11,335 Vanguard FTSE Developed Markets ETF shares in Q1 2026, an estimated $748K.
  • Vanguard FTSE Developed Markets ETF made up 0.98% of Oak Harbor Wealth Partners's portfolio in Q1 2026, its #28 holding.
  • Oak Harbor Wealth Partners first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2021 and has held it in 18 quarters since.
  • 2,891 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.