Okabena Investment Services’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Okabena Investment Services’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	$45.2M	Buy	634,862 +84,149	+15%	+$5.86M	8.08%	1
2026 Q1	$35.3M	Buy	550,713 +17,614	+3%	+$1.16M	6.8%	1
2025 Q4	$33.3M	Buy	533,099 +52,908	+11%	+$3.24M	6.35%	2
2025 Q3	$28.8M	Buy	480,191 +137,155	+40%	+$7.99M	5.59%	4
2025 Q2	$19.6M	Buy	343,036 +93,464	+37%	+$5.01M	4.34%	5
2025 Q1	$12.7M	Buy	249,572 +59,595	+31%	+$3.02M	3.19%	6
2024 Q4	$9.08M	Buy	189,977 +34,001	+22%	+$1.71M	2.52%	11
2024 Q3	$8.24M	Buy	155,976 +42,430	+37%	+$2.16M	2.32%	13
2024 Q2	$5.61M	Buy	113,546 +9,823	+9%	+$489K	1.78%	17
2024 Q1	$5.2M	Buy	+103,723	New	+$5.01M	1.73%	15

Other funds holding VEA

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Okabena Investment Services's VEA Position: Q2 2026 in Review

Okabena Investment Services increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 15% in Q2 2026, buying an estimated $5.86M and bringing the position to 634,862 shares worth $45.2M. The position accounts for 8.08% of the portfolio, ranked #1.

Okabena Investment Services first reported a position in VEA in Q1 2024 and has held it in 10 quarters since. 2,491 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

Okabena Investment Services held 634,862 shares of Vanguard FTSE Developed Markets ETF worth $45.2M as of Q2 2026.
Okabena Investment Services bought 84,149 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $5.86M.
Vanguard FTSE Developed Markets ETF made up 8.08% of Okabena Investment Services's portfolio in Q2 2026, its #1 holding.
Okabena Investment Services first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2024 and has held it in 10 quarters since.
2,491 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Okabena Investment Services's 13F filing for Q2 2026, filed 4 Aug 2026.