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

Oak Wealth Advisors’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 		$791K Hold
11,108
– – 0.38% 35
2026
Q1 		$712K Sell
11,108
-441
-4% -$29.1K 0.39% 35
2025
Q4 		$721K Hold
11,549
– – 0.41% 33
2025
Q3 		$692K Buy
11,549
+332
+3% +$19.3K 0.4% 34
2025
Q2 		$639K Buy
11,217
+271
+2% +$14.5K 0.41% 34
2025
Q1 		$556K Buy
10,946
+250
+2% +$12.7K 0.41% 31
2024
Q4 		$511K Buy
+10,696
New +$537K 0.39% 34

Other funds holding VEA

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Oak Wealth Advisors's VEA Position: Q2 2026 in Review

Oak Wealth Advisors held its Vanguard FTSE Developed Markets ETF (VEA) position steady in Q2 2026 at 11,108 shares worth $791K. The position accounts for 0.38% of the portfolio, ranked #35.

Oak Wealth Advisors first reported a position in VEA in Q4 2024 and has held it in 7 quarters since. 1,434 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

  • Oak Wealth Advisors held 11,108 shares of Vanguard FTSE Developed Markets ETF worth $791K as of Q2 2026.
  • Oak Wealth Advisors left its Vanguard FTSE Developed Markets ETF share count unchanged in Q2 2026.
  • Vanguard FTSE Developed Markets ETF made up 0.38% of Oak Wealth Advisors's portfolio in Q2 2026, its #35 holding.
  • Oak Wealth Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,434 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Oak Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.