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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
Q2 		$4.56M Sell
64,037
-994
-2% -$69.2K 1.7% 12
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 $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Oak Harbor Wealth Partners's VEA Position: Q2 2026 in Review

Oak Harbor Wealth Partners reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 1.5% in Q2 2026, selling an estimated $69.2K and leaving 64,037 shares worth $4.56M. The position accounts for 1.7% of the portfolio, ranked #12.

Oak Harbor Wealth Partners first reported a position in VEA in Q4 2021 and has held it in 19 quarters since. 2,997 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

  • Oak Harbor Wealth Partners held 64,037 shares of Vanguard FTSE Developed Markets ETF worth $4.56M as of Q2 2026.
  • Oak Harbor Wealth Partners sold 994 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $69.2K.
  • Vanguard FTSE Developed Markets ETF made up 1.7% of Oak Harbor Wealth Partners's portfolio in Q2 2026, its #12 holding.
  • Oak Harbor Wealth Partners first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,997 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.