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O'Connor Financial Group’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

O'Connor Financial Group’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 		$430K Sell
6,040
-414
-6% -$28.8K 0.15% 48
2026
Q1 		$414K Sell
6,454
-22
-0.3% -$1.45K 0.17% 45
2025
Q4 		$426K Buy
6,476
+3
+0% +$184 0.17% 46
2025
Q3 		$388K Sell
6,473
-77
-1% -$4.49K 0.16% 45
2025
Q2 		$375K Buy
6,550
+329
+5% +$17.6K 0.17% 42
2025
Q1 		$316K Sell
6,221
-97
-2% -$4.91K 0.16% 41
2024
Q4 		$302K Buy
6,318
+210
+3% +$10.5K 0.16% 44
2024
Q3 		$323K Buy
6,108
+221
+4% +$11.2K 0.17% 41
2024
Q2 		$291K Sell
5,887
-60
-1% -$2.98K 0.17% 40
2024
Q1 		$298K Sell
5,947
-7,019
-54% -$339K 0.18% 37
2023
Q4 		$621K Sell
12,966
-140
-1% -$6.27K 0.38% 37
2023
Q3 		$573K Sell
13,106
-270
-2% -$12.4K 0.39% 36
2023
Q2 		$618K Buy
13,376
+522
+4% +$24K 0.43% 36
2023
Q1 		$581K Buy
+12,854
New +$573K 0.44% 36

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

O'Connor Financial Group's VEA Position: Q2 2026 in Review

O'Connor Financial Group reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 6.4% in Q2 2026, selling an estimated $28.8K and leaving 6,040 shares worth $430K. The position accounts for 0.15% of the portfolio, ranked #48.

O'Connor Financial Group first reported a position in VEA in Q1 2023 and has held it in 14 quarters since. The position peaked at $621K in Q4 2023. 2,992 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

  • O'Connor Financial Group held 6,040 shares of Vanguard FTSE Developed Markets ETF worth $430K as of Q2 2026.
  • O'Connor Financial Group sold 414 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $28.8K.
  • Vanguard FTSE Developed Markets ETF made up 0.15% of O'Connor Financial Group's portfolio in Q2 2026, its #48 holding.
  • O'Connor Financial Group first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2023 and has held it in 14 quarters since.
  • O'Connor Financial Group's Vanguard FTSE Developed Markets ETF position peaked at $621K in Q4 2023.
  • 2,992 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on O'Connor Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.