Obermeyer Wealth Partners
VEA icon

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

Obermeyer 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
Q3 		$7.66M Sell
108,470
-54
-0% -$3.87K 0.3% 39
2026
Q2 		$7.73M Sell
108,524
-132,669
-55% -$9.24M 0.32% 41
2026
Q1 		$15.5M Buy
241,193
+15,538
+7% +$1.03M 0.71% 33
2025
Q4 		$14.1M Buy
225,655
+44,260
+24% +$2.71M 0.64% 41
2025
Q3 		$10.9M Buy
181,395
+10,195
+6% +$594K 0.51% 44
2025
Q2 		$9.8M Buy
171,200
+13,038
+8% +$698K 0.49% 45
2025
Q1 		$8.04M Buy
158,162
+9,678
+7% +$490K 0.43% 47
2024
Q4 		$7.1M Sell
148,484
-3,672
-2% -$184K 0.37% 49
2024
Q3 		$8.04M Buy
152,156
+3,823
+3% +$194K 0.43% 44
2024
Q2 		$7.33M Sell
148,333
-1,119
-0.7% -$55.7K 0.42% 43
2024
Q1 		$7.5M Buy
149,452
+2,825
+2% +$136K 0.44% 40
2023
Q4 		$7.02M Buy
146,627
+2,187
+2% +$97.9K 0.48% 38
2023
Q3 		$6.31M Buy
144,440
+2,397
+2% +$110K 0.47% 34
2023
Q2 		$6.56M Sell
142,043
-35,261
-20% -$1.62M 0.47% 35
2023
Q1 		$8.04M Buy
177,304
+14,293
+9% +$637K 0.6% 36
2022
Q4 		$6.84M Buy
163,011
+5,164
+3% +$209K 0.52% 37
2022
Q3 		$5.74M Buy
157,847
+5,055
+3% +$206K 0.47% 36
2022
Q2 		$6.23M Buy
152,792
+6,755
+5% +$300K 0.46% 36
2022
Q1 		$7.01M Buy
146,037
+3,314
+2% +$161K 0.42% 39
2021
Q4 		$7.29M Sell
142,723
-98
-0.1% -$5.03K 0.39% 37
2021
Q3 		$7.21M Buy
142,821
+1,970
+1% +$102K 0.4% 39
2021
Q2 		$7.26M Buy
140,851
+733
+0.5% +$37.8K 0.4% 42
2021
Q1 		$6.88M Sell
140,118
-2,002
-1% -$97.8K 0.42% 41
2020
Q4 		$6.71M Sell
142,120
-1,682
-1% -$74K 0.45% 40
2020
Q3 		$5.88M Sell
143,802
-4,591
-3% -$188K 0.44% 39
2020
Q2 		$5.76M Buy
148,393
+33,736
+29% +$1.23M 0.49% 36
2020
Q1 		$3.82M Buy
114,657
+3,366
+3% +$135K 0.41% 36
2019
Q4 		$4.9M Sell
111,291
-1,148
-1% -$49K 0.43% 34
2019
Q3 		$4.62M Sell
112,439
-5,948
-5% -$243K 0.43% 36
2019
Q2 		$4.94M Buy
118,387
+378
+0.3% +$15.6K 0.44% 35
2019
Q1 		$4.82M Buy
118,009
+75,780
+179% +$3.03M 0.45% 35
2018
Q4 		$1.57M Buy
42,229
+11,720
+38% +$464K 0.16% 43
2018
Q3 		$1.32M Buy
30,509
+4,864
+19% +$210K 0.11% 49
2018
Q2 		$1.1M Buy
+25,645
New +$1.14M 0.1% 52

Other funds holding VEA

CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Tanglewood Wealth Management
Tanglewood Wealth Management Houston, Texas $1.2B AUM 13.27% 1-Year Est. Return

Obermeyer Wealth Partners's VEA Position: Q3 2026 in Review

Obermeyer Wealth Partners reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 0.05% in Q3 2026, selling an estimated $3.87K and leaving 108,470 shares worth $7.66M. The position accounts for 0.3% of the portfolio, ranked #39.

Obermeyer Wealth Partners first reported a position in VEA in Q2 2018 and has held it in 34 quarters since. The position peaked at $15.5M in Q1 2026. 1,168 funds tracked by Wall St. Rank hold VEA as of Q3 2026.

  • Obermeyer Wealth Partners held 108,470 shares of Vanguard FTSE Developed Markets ETF worth $7.66M as of Q3 2026.
  • Obermeyer Wealth Partners sold 54 Vanguard FTSE Developed Markets ETF shares in Q3 2026, an estimated $3.87K.
  • Vanguard FTSE Developed Markets ETF made up 0.3% of Obermeyer Wealth Partners's portfolio in Q3 2026, its #39 holding.
  • Obermeyer Wealth Partners first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2018 and has held it in 34 quarters since.
  • Obermeyer Wealth Partners's Vanguard FTSE Developed Markets ETF position peaked at $15.5M in Q1 2026.
  • 1,168 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.