Optimist Retirement Group’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Optimist Retirement Group’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	$1.74M	Sell	24,408 -203	-0.8%	-$14.1K	0.67%	43
2026 Q1	$1.58M	Buy	24,611 +640	+3%	+$42.2K	0.7%	43
2025 Q4	$1.5M	Buy	23,971 +145	+0.6%	+$8.88K	0.69%	38
2025 Q3	$1.43M	Buy	23,826 +56	+0.2%	+$3.26K	0.65%	43
2025 Q2	$1.36M	Buy	23,770 +288	+1%	+$15.4K	0.65%	43
2025 Q1	$1.19M	Sell	23,482 -1,839	-7%	-$93.1K	0.6%	43
2024 Q4	$1.21M	Sell	25,321 -195	-0.8%	-$9.79K	0.57%	38
2024 Q3	$1.35M	Sell	25,516 -27	-0.1%	-$1.37K	0.61%	44
2024 Q2	$1.26M	Sell	25,543 -929	-4%	-$46.2K	0.66%	43
2024 Q1	$1.33M	Buy	26,472 +349	+1%	+$16.9K	0.68%	43
2023 Q4	$1.25M	Buy	+26,123	New	+$1.17M	0.81%	29

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

Optimist Retirement Group's VEA Position: Q2 2026 in Review

Optimist Retirement Group reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 0.82% in Q2 2026, selling an estimated $14.1K and leaving 24,408 shares worth $1.74M. The position accounts for 0.67% of the portfolio, ranked #43.

Optimist Retirement Group first reported a position in VEA in Q4 2023 and has held it in 11 quarters since. 2,985 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

Optimist Retirement Group held 24,408 shares of Vanguard FTSE Developed Markets ETF worth $1.74M as of Q2 2026.
Optimist Retirement Group sold 203 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $14.1K.
Vanguard FTSE Developed Markets ETF made up 0.67% of Optimist Retirement Group's portfolio in Q2 2026, its #43 holding.
Optimist Retirement Group first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2023 and has held it in 11 quarters since.
2,985 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Optimist Retirement Group's 13F filing for Q2 2026, filed 10 Aug 2026.