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Opes Wealth Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Opes Wealth Management’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
Q1 		$1.51M Sell
23,615
-3,842
-14% -$254K 0.25% 60
2025
Q4 		$1.72M Sell
27,457
-290
-1% -$17.8K 0.28% 58
2025
Q3 		$1.66M Sell
27,747
-52,060
-65% -$3.03M 0.29% 55
2025
Q2 		$4.55M Sell
79,807
-1,154
-1% -$61.8K 0.81% 33
2025
Q1 		$4.12M Sell
80,961
-56,655
-41% -$2.87M 0.83% 32
2024
Q4 		$6.58M Buy
137,616
+6,179
+5% +$310K 1.35% 24
2024
Q3 		$6.94M Buy
131,437
+335
+0.3% +$17K 1.33% 22
2024
Q2 		$6.48M Buy
131,102
+1,070
+0.8% +$53.2K 1.35% 22
2024
Q1 		$6.52M Sell
130,032
-2,615
-2% -$126K 1.51% 23
2023
Q4 		$6.35M Buy
132,647
+1,282
+1% +$57.4K 1.52% 22
2023
Q3 		$5.74M Buy
131,365
+8,531
+7% +$390K 1.59% 23
2023
Q2 		$5.67M Buy
122,834
+18,804
+18% +$865K 1.61% 21
2023
Q1 		$4.7M Buy
104,030
+8,235
+9% +$367K 1.52% 24
2022
Q4 		$4.02M Buy
+95,795
New +$3.88M 1.46% 21

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Opes Wealth Management's VEA Position: Q1 2026 in Review

Opes Wealth Management reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 14% in Q1 2026, selling an estimated $254K and leaving 23,615 shares worth $1.51M. The position accounts for 0.25% of the portfolio, ranked #60.

Opes Wealth Management first reported a position in VEA in Q4 2022 and has held it in 14 quarters since. The position peaked at $6.94M in Q3 2024. 2,891 funds tracked by Wall St. Rank hold VEA as of Q1 2026.

  • Opes Wealth Management held 23,615 shares of Vanguard FTSE Developed Markets ETF worth $1.51M as of Q1 2026.
  • Opes Wealth Management sold 3,842 Vanguard FTSE Developed Markets ETF shares in Q1 2026, an estimated $254K.
  • Vanguard FTSE Developed Markets ETF made up 0.25% of Opes Wealth Management's portfolio in Q1 2026, its #60 holding.
  • Opes Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2022 and has held it in 14 quarters since.
  • Opes Wealth Management's Vanguard FTSE Developed Markets ETF position peaked at $6.94M in Q3 2024.
  • 2,891 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2026.

Based on Opes Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.