Optima Capital’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Optima Capital’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	$1.09M	Sell	15,366 -1,366	-8%	-$95.2K	0.43%	53
2026 Q1	$1.07M	Sell	16,732 -2,608	-13%	-$172K	0.5%	53
2025 Q4	$1.21M	Sell	19,340 -2,009	-9%	-$123K	0.52%	51
2025 Q3	$1.28M	Sell	21,349 -188	-0.9%	-$11K	0.62%	50
2025 Q2	$1.23M	Sell	21,537 -240	-1%	-$12.9K	0.66%	49
2025 Q1	$1.11M	Buy	21,777 +3,748	+21%	+$190K	0.71%	37
2024 Q4	$862K	Buy	+18,029	New	+$905K	0.59%	55

Other funds holding VEA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Optima Capital's VEA Position: Q2 2026 in Review

Optima Capital reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 8.2% in Q2 2026, selling an estimated $95.2K and leaving 15,366 shares worth $1.09M. The position accounts for 0.43% of the portfolio, ranked #53.

Optima Capital first reported a position in VEA in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.28M in Q3 2025. 2,999 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

Optima Capital held 15,366 shares of Vanguard FTSE Developed Markets ETF worth $1.09M as of Q2 2026.
Optima Capital sold 1,366 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $95.2K.
Vanguard FTSE Developed Markets ETF made up 0.43% of Optima Capital's portfolio in Q2 2026, its #53 holding.
Optima Capital first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2024 and has held it in 7 quarters since.
Optima Capital's Vanguard FTSE Developed Markets ETF position peaked at $1.28M in Q3 2025.
2,999 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Optima Capital's 13F filing for Q2 2026, filed 24 Jul 2026.