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Obsidian Personal Planning Solutions’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Obsidian Personal Planning Solutions’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
2025
Q3 		$1.88M Sell
30,750
-156
-0.5% -$9.09K 0.65% 28
2025
Q2 		$1.76M Sell
30,906
-49
-0.2% -$2.63K 0.71% 28
2025
Q1 		$1.64M Sell
30,955
-48
-0.2% -$2.43K 0.73% 28
2024
Q4 		$1.55M Sell
31,003
-610
-2% -$30.6K 0.75% 24
2024
Q3 		$1.58M Sell
31,613
-661
-2% -$33.6K 0.83% 24
2024
Q2 		$1.59M Sell
32,274
-269
-0.8% -$13.4K 0.97% 24
2024
Q1 		$1.58M Sell
32,543
-2,042
-6% -$98.6K 1.04% 24
2023
Q4 		$1.66M Sell
34,585
-431
-1% -$19.3K 1.26% 22
2023
Q3 		$1.53M Buy
35,016
+58
+0.2% +$2.65K 1.31% 21
2023
Q2 		$1.61M Buy
34,958
+461
+1% +$21.2K 1.99% 16
2023
Q1 		$1.56M Sell
34,497
-1,620
-4% -$72.2K 2.27% 14
2022
Q4 		$1.52M Buy
36,117
+570
+2% +$23.1K 2.43% 14
2022
Q3 		$1.29M Sell
35,547
-165
-0.5% -$6.72K 2.36% 15
2022
Q2 		$1.46M Buy
+35,712
New +$1.59M 2.48% 13

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 $424B AUM 22.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Obsidian Personal Planning Solutions's VEA Position: Q3 2025 in Review

Obsidian Personal Planning Solutions reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 0.5% in Q3 2025, selling an estimated $9.09K and leaving 30,750 shares worth $1.88M. The position accounts for 0.65% of the portfolio, ranked #28.

Obsidian Personal Planning Solutions first reported a position in VEA in Q2 2022 and has held it in 14 quarters since. 2,566 funds tracked by Wall St. Rank hold VEA as of Q3 2025.

  • Obsidian Personal Planning Solutions held 30,750 shares of Vanguard FTSE Developed Markets ETF worth $1.88M as of Q3 2025.
  • Obsidian Personal Planning Solutions sold 156 Vanguard FTSE Developed Markets ETF shares in Q3 2025, an estimated $9.09K.
  • Vanguard FTSE Developed Markets ETF made up 0.65% of Obsidian Personal Planning Solutions's portfolio in Q3 2025, its #28 holding.
  • Obsidian Personal Planning Solutions first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2022 and has held it in 14 quarters since.
  • 2,566 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2025.

Based on Obsidian Personal Planning Solutions's 13F filing for Q3 2025, filed 13 Nov 2025.