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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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

OFC Financial Planning's VEA Position: Q2 2026 in Review

OFC Financial Planning increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 8.4% in Q2 2026, buying an estimated $135K and bringing the position to 24,958 shares worth $1.78M. The position accounts for 1.58% of the portfolio, ranked #15.

OFC Financial Planning first reported a position in VEA in Q4 2024 and has held it in 7 quarters since. 2,156 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

  • OFC Financial Planning held 24,958 shares of Vanguard FTSE Developed Markets ETF worth $1.78M as of Q2 2026.
  • OFC Financial Planning bought 1,941 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $135K.
  • Vanguard FTSE Developed Markets ETF made up 1.58% of OFC Financial Planning's portfolio in Q2 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 7 quarters since.
  • 2,156 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on OFC Financial Planning's 13F filing for Q2 2026, filed 5 Aug 2026.