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Optimum Investment Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Optimum Investment Advisors’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
2025
Q3 		$963K Buy
16,067
+592
+4% +$34.5K 0.38% 52
2025
Q2 		$882K Buy
15,475
+1,208
+8% +$64.7K 0.38% 60
2025
Q1 		$725K Buy
14,267
+839
+6% +$42.5K 0.34% 67
2024
Q4 		$642K Buy
13,428
+784
+6% +$39.4K 0.28% 72
2024
Q3 		$668K Buy
12,644
+207
+2% +$10.5K 0.29% 77
2024
Q2 		$615K Sell
12,437
-210
-2% -$10.4K 0.28% 78
2024
Q1 		$635K Buy
12,647
+3,169
+33% +$153K 0.29% 78
2023
Q4 		$454K Buy
9,478
+456
+5% +$20.4K 0.23% 101
2023
Q3 		$394K Buy
9,022
+233
+3% +$10.7K 0.2% 116
2023
Q2 		$406K Buy
8,789
+234
+3% +$10.8K 0.2% 118
2023
Q1 		$386K Sell
8,555
-42
-0.5% -$1.87K 0.2% 118
2022
Q4 		$361K Buy
8,597
+271
+3% +$11K 0.2% 125
2022
Q3 		$303K Buy
8,326
+85
+1% +$3.46K 0.16% 137
2022
Q2 		$336K Sell
8,241
-4
-0% -$178 0.17% 128
2022
Q1 		$396K Sell
8,245
-542
-6% -$26.4K 0.17% 128
2021
Q4 		$449K Sell
8,787
-1,082
-11% -$55.6K 0.17% 126
2021
Q3 		$498K Sell
9,869
-61
-0.6% -$3.17K 0.21% 111
2021
Q2 		$512K Buy
9,930
+1,092
+12% +$56.4K 0.16% 142
2021
Q1 		$434K Sell
8,838
-315
-3% -$15.4K 0.13% 167
2020
Q4 		$432K Buy
9,153
+401
+5% +$17.6K 0.13% 146
2020
Q3 		$358K Sell
8,752
-476
-5% -$19.5K 0.12% 153
2020
Q2 		$358K Sell
9,228
-324
-3% -$11.8K 0.12% 158
2020
Q1 		$318K Sell
9,552
-2,800
-23% -$112K 0.13% 164
2019
Q4 		$544K Buy
12,352
+152
+1% +$6.48K 0.16% 154
2019
Q3 		$501K Buy
12,200
+724
+6% +$29.6K 0.16% 156
2019
Q2 		$479K Sell
11,476
-378
-3% -$15.6K 0.16% 156
2019
Q1 		$484K Sell
11,854
-384
-3% -$15.3K 0.16% 153
2018
Q4 		$454K Buy
12,238
+327
+3% +$12.9K 0.16% 155
2018
Q3 		$515K Sell
11,911
-1,003
-8% -$43.2K 0.14% 164
2018
Q2 		$554K Buy
12,914
+1,892
+17% +$84.3K 0.16% 154
2018
Q1 		$488K Buy
11,022
+1,427
+15% +$64.7K 0.14% 166
2017
Q4 		$430K Buy
9,595
+3,132
+48% +$138K 0.14% 183
2017
Q3 		$281K Buy
6,463
+137
+2% +$5.81K 0.09% 237
2017
Q2 		$261K Buy
+6,326
New +$258K 0.09% 241
2015
Q1 		$25K Sell
639
-129
-17% -$5.05K 0.01% 645
2014
Q4 		$29K Hold
768
– – 0.01% 630
2014
Q3 		$30K Hold
768
– – 0.01% 572
2014
Q2 		$33K Buy
768
+512
+200% +$21.6K 0.01% 567
2014
Q1 		$11K Hold
256
– – ﹤0.01% 593
2013
Q4 		$11K Hold
256
– – ﹤0.01% 605
2013
Q3 		$10K Buy
+256
New +$9.74K ﹤0.01% 581

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Optimum Investment Advisors's VEA Position: Q3 2025 in Review

Optimum Investment Advisors increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 3.8% in Q3 2025, buying an estimated $34.5K and bringing the position to 16,067 shares worth $963K. The position accounts for 0.38% of the portfolio, ranked #52.

Optimum Investment Advisors first reported a position in VEA in Q3 2013 and has held it in 41 quarters since. 2,566 funds tracked by Wall St. Rank hold VEA as of Q3 2025.

  • Optimum Investment Advisors held 16,067 shares of Vanguard FTSE Developed Markets ETF worth $963K as of Q3 2025.
  • Optimum Investment Advisors bought 592 Vanguard FTSE Developed Markets ETF shares in Q3 2025, an estimated $34.5K.
  • Vanguard FTSE Developed Markets ETF made up 0.38% of Optimum Investment Advisors's portfolio in Q3 2025, its #52 holding.
  • Optimum Investment Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q3 2013 and has held it in 41 quarters since.
  • 2,566 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.