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Oakwell Private Wealth Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Oakwell Private Wealth 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
Q2 		$75.7M Sell
1,062,292
-64,956
-6% -$4.52M 12.55% 2
2026
Q1 		$72.2M Buy
1,127,248
+77,360
+7% +$5.11M 12.89% 2
2025
Q4 		$65.6M Buy
1,049,888
+41,314
+4% +$2.53M 12.24% 2
2025
Q3 		$60.4M Buy
1,008,574
+44,279
+5% +$2.58M 12.14% 2
2025
Q2 		$55M Buy
964,295
+83,495
+9% +$4.47M 12.66% 2
2025
Q1 		$44.8M Buy
880,800
+35,304
+4% +$1.79M 12.36% 2
2024
Q4 		$40.4M Buy
845,496
+84,048
+11% +$4.22M 11.34% 2
2024
Q3 		$40.2M Sell
761,448
-41,414
-5% -$2.11M 11.57% 2
2024
Q2 		$39.7M Buy
802,862
+58,022
+8% +$2.89M 11.2% 2
2024
Q1 		$37.4M Buy
744,840
+79,108
+12% +$3.82M 11.36% 2
2023
Q4 		$31.9M Buy
665,732
+75,328
+13% +$3.37M 11.14% 2
2023
Q3 		$25.8M Buy
590,404
+37,832
+7% +$1.73M 10.95% 2
2023
Q2 		$25.5M Buy
552,572
+61,739
+13% +$2.84M 10.67% 2
2023
Q1 		$22.2M Buy
490,833
+18,642
+4% +$830K 10.1% 2
2022
Q4 		$19.8M Buy
472,191
+22,596
+5% +$915K 9.47% 2
2022
Q3 		$16.3M Sell
449,595
-30,146
-6% -$1.23M 9.05% 2
2022
Q2 		$19.6M Buy
479,741
+23,088
+5% +$1.03M 11.16% 2
2022
Q1 		$21.9M Buy
456,653
+36,319
+9% +$1.77M 11.03% 2
2021
Q4 		$21.5M Buy
420,334
+24,226
+6% +$1.24M 10.68% 2
2021
Q3 		$20M Buy
396,108
+166,640
+73% +$8.67M 10.81% 2
2021
Q2 		$11.8M Buy
229,468
+22,558
+11% +$1.16M 7.59% 4
2021
Q1 		$10.2M Buy
206,910
+15,267
+8% +$746K 7.2% 4
2020
Q4 		$9.05M Buy
+191,643
New +$8.43M 7.11% 4

Other funds holding VEA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Oakwell Private Wealth Management's VEA Position: Q2 2026 in Review

Oakwell Private Wealth Management reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 5.8% in Q2 2026, selling an estimated $4.52M and leaving 1,062,292 shares worth $75.7M. The position accounts for 12.55% of the portfolio, ranked #2.

Oakwell Private Wealth Management first reported a position in VEA in Q4 2020 and has held it in 23 quarters since. 1,815 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

  • Oakwell Private Wealth Management held 1,062,292 shares of Vanguard FTSE Developed Markets ETF worth $75.7M as of Q2 2026.
  • Oakwell Private Wealth Management sold 64,956 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $4.52M.
  • Vanguard FTSE Developed Markets ETF made up 12.55% of Oakwell Private Wealth Management's portfolio in Q2 2026, its #2 holding.
  • Oakwell Private Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,815 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Oakwell Private Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.