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Occidental Asset Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Occidental Asset 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
Q1 		$470K Buy
7,333
+80
+1% +$5.28K 0.06% 170
2025
Q4 		$453K Buy
7,253
+7
+0.1% +$429 0.05% 167
2025
Q3 		$434K Buy
7,246
+31
+0.4% +$1.81K 0.05% 175
2025
Q2 		$411K Buy
7,215
+514
+8% +$27.5K 0.06% 162
2025
Q1 		$341K Buy
6,701
+562
+9% +$28.4K 0.05% 174
2024
Q4 		$294K Sell
6,139
-1,510
-20% -$75.8K 0.05% 169
2024
Q3 		$404K Buy
7,649
+254
+3% +$12.9K 0.07% 152
2024
Q2 		$365K Buy
7,395
+1,881
+34% +$93.6K 0.06% 150
2024
Q1 		$277K Sell
5,514
-725
-12% -$35K 0.05% 162
2023
Q4 		$299K Buy
6,239
+677
+12% +$30.3K 0.06% 167
2023
Q3 		$243K Sell
5,562
-868
-13% -$39.7K 0.06% 176
2023
Q2 		$297K Sell
6,430
-36
-0.6% -$1.66K 0.07% 175
2023
Q1 		$292K Sell
6,466
-1,123
-15% -$50K 0.07% 163
2022
Q4 		$319K Sell
7,589
-499
-6% -$20.2K 0.09% 157
2022
Q3 		$294K Buy
8,088
+35
+0.4% +$1.43K 0.09% 146
2022
Q2 		$329K Buy
8,053
+650
+9% +$28.9K 0.1% 141
2022
Q1 		$356K Buy
7,403
+566
+8% +$27.5K 0.09% 145
2021
Q4 		$349K Hold
6,837
– – 0.08% 161
2021
Q3 		$345K Buy
6,837
+2,688
+65% +$140K 0.09% 168
2021
Q2 		$214K Sell
4,149
-136
-3% -$7.02K 0.06% 190
2021
Q1 		$210K Buy
+4,285
New +$209K 0.06% 176
2017
Q1 		– Sell
-6,555
Closed -$240K – 137
2016
Q4 		$240K Buy
+6,555
New +$239K 0.17% 106

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 $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Occidental Asset Management's VEA Position: Q1 2026 in Review

Occidental Asset Management increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 1.1% in Q1 2026, buying an estimated $5.28K and bringing the position to 7,333 shares worth $470K. The position accounts for 0.06% of the portfolio, ranked #170.

Occidental Asset Management first reported a position in VEA in Q4 2016 and has held it in 22 quarters since. 2,891 funds tracked by Wall St. Rank hold VEA as of Q1 2026.

  • Occidental Asset Management held 7,333 shares of Vanguard FTSE Developed Markets ETF worth $470K as of Q1 2026.
  • Occidental Asset Management bought 80 Vanguard FTSE Developed Markets ETF shares in Q1 2026, an estimated $5.28K.
  • Vanguard FTSE Developed Markets ETF made up 0.06% of Occidental Asset Management's portfolio in Q1 2026, its #170 holding.
  • Occidental Asset Management first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2016 and has held it in 22 quarters since.
  • 2,891 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2026.

Based on Occidental Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.