OWA
VEA icon

Octavia Wealth Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Octavia Wealth Advisors’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 		$354K Buy
4,964
+100
+2% +$6.97K 0.03% 155
2026
Q1 		$312K Buy
+4,864
New +$321K 0.03% 180
2023
Q1 		– Sell
-12,182
Closed -$511K – 196
2022
Q4 		$511K Buy
+12,182
New +$493K 0.13% 91

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

Octavia Wealth Advisors's VEA Position: Q2 2026 in Review

Octavia Wealth Advisors increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 2.1% in Q2 2026, buying an estimated $6.97K and bringing the position to 4,964 shares worth $354K. The position accounts for 0.03% of the portfolio, ranked #155.

Octavia Wealth Advisors first reported a position in VEA in Q4 2022 and has held it in 3 quarters since. The position peaked at $511K in Q4 2022. 2,984 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

  • Octavia Wealth Advisors held 4,964 shares of Vanguard FTSE Developed Markets ETF worth $354K as of Q2 2026.
  • Octavia Wealth Advisors bought 100 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $6.97K.
  • Vanguard FTSE Developed Markets ETF made up 0.03% of Octavia Wealth Advisors's portfolio in Q2 2026, its #155 holding.
  • Octavia Wealth Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2022 and has held it in 3 quarters since.
  • Octavia Wealth Advisors's Vanguard FTSE Developed Markets ETF position peaked at $511K in Q4 2022.
  • 2,984 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.