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ORBA Wealth Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

ORBA Wealth 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
Q2 		– Sell
-5,254
Closed -$267K – 109
2025
Q1 		$267K Hold
5,254
– – 0.13% 91
2024
Q4 		$251K Hold
5,254
– – 0.13% 94
2024
Q3 		$277K Hold
5,254
– – 0.14% 94
2024
Q2 		$260K Hold
5,254
– – 0.13% 91
2024
Q1 		$264K Hold
5,254
– – 0.15% 86
2023
Q4 		$252K Buy
+5,254
New +$235K 0.15% 81

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

ORBA Wealth Advisors's VEA Position: Q2 2025 in Review

ORBA Wealth Advisors sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q2 2025, closing a stake of 5,254 shares — an estimated $267K sold.

ORBA Wealth Advisors first reported a position in VEA in Q4 2023 and held it in 6 quarters. The position peaked at $277K in Q3 2024. 2,543 funds tracked by Wall St. Rank hold VEA as of Q2 2025.

  • ORBA Wealth Advisors reported no remaining Vanguard FTSE Developed Markets ETF position as of Q2 2025 after selling out during the quarter.
  • ORBA Wealth Advisors sold 5,254 Vanguard FTSE Developed Markets ETF shares in Q2 2025, an estimated $267K.
  • ORBA Wealth Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2023 and held it in 6 quarters.
  • ORBA Wealth Advisors's Vanguard FTSE Developed Markets ETF position peaked at $277K in Q3 2024.
  • 2,543 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2025.

Based on ORBA Wealth Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.