OFC Financial Planning
VEA icon

OFC Financial Planning’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

OFC Financial Planning’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 		$1.77M Buy
25,085
+127
+0.5% +$9.11K 1.52% 15
2026
Q2 		$1.78M Buy
24,958
+1,941
+8% +$135K 1.58% 15
2026
Q1 		$1.47M Buy
23,017
+58
+0.3% +$3.83K 1.45% 17
2025
Q4 		$1.43M Buy
22,959
+4,622
+25% +$283K 1.36% 18
2025
Q3 		$1.1M Buy
18,337
+737
+4% +$43K 1.09% 22
2025
Q2 		$1M Buy
17,600
+1,915
+12% +$103K 1.07% 27
2025
Q1 		$797K Buy
15,685
+326
+2% +$16.5K 0.9% 29
2024
Q4 		$734K Buy
+15,359
New +$771K 0.77% 32

Other funds holding VEA

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

OFC Financial Planning's VEA Position: Q3 2026 in Review

OFC Financial Planning increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 0.51% in Q3 2026, buying an estimated $9.11K and bringing the position to 25,085 shares worth $1.77M. The position accounts for 1.52% of the portfolio, ranked #15.

OFC Financial Planning first reported a position in VEA in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.78M in Q2 2026. 2,754 funds tracked by Wall St. Rank hold VEA as of Q3 2026.

  • OFC Financial Planning held 25,085 shares of Vanguard FTSE Developed Markets ETF worth $1.77M as of Q3 2026.
  • OFC Financial Planning bought 127 Vanguard FTSE Developed Markets ETF shares in Q3 2026, an estimated $9.11K.
  • Vanguard FTSE Developed Markets ETF made up 1.52% of OFC Financial Planning's portfolio in Q3 2026, its #15 holding.
  • OFC Financial Planning first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2024 and has held it in 8 quarters since.
  • OFC Financial Planning's Vanguard FTSE Developed Markets ETF position peaked at $1.78M in Q2 2026.
  • 2,754 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2026.

Based on OFC Financial Planning's 13F filing for Q3 2026, filed 6 Nov 2026.