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

Orgel 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 Q3	$1.82M	Sell	25,765 -6,967	-21%	-$500K	0.03%	52
2026 Q2	$2.33M	Buy	+32,732	New	+$2.28M	0.04%	42
2022 Q2	–	Sell	-5,562	Closed	-$267K	–	74
2022 Q1	$267K	Buy	5,562 +112	+2%	+$5.45K	0.02%	54
2021 Q4	$278K	Buy	+5,450	New	+$280K	0.03%	50
2021 Q3	–	Sell	-4,244	Closed	-$219K	–	62
2021 Q2	$219K	Buy	+4,244	New	+$219K	0.03%	57
2020 Q3	–	Sell	-5,398	Closed	-$209K	–	55
2020 Q2	$209K	Sell	5,398 -14,331	-73%	-$523K	0.08%	49
2020 Q1	$658K	Sell	19,729 -2,816	-12%	-$113K	0.26%	17
2019 Q4	$993K	Buy	22,545 +978	+5%	+$41.7K	0.27%	23
2019 Q3	$886K	Buy	21,567 +461	+2%	+$18.8K	0.33%	21
2019 Q2	$880K	Buy	21,106 +1,271	+6%	+$52.4K	0.34%	17
2019 Q1	$811K	Buy	19,835 +58	+0.3%	+$2.32K	0.27%	19
2018 Q4	$734K	Buy	19,777 +14,981	+312%	+$593K	0.22%	20
2018 Q3	$208K	Sell	4,796 -975	-17%	-$42K	0.09%	37
2018 Q2	$248K	Buy	5,771 +504	+10%	+$22.5K	0.06%	35
2018 Q1	$233K	Sell	5,267 -6,544	-55%	-$297K	0.06%	36
2017 Q4	$530K	Buy	+11,811	New	+$522K	0.13%	21
2016 Q1	–	Sell	-37,090	Closed	-$2.93M	–	23
2015 Q4	$2.93M	Buy	+37,090	New	+$1.39M	2.5%	5

Other funds holding VEA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Orgel Wealth Management's VEA Position: Q3 2026 in Review

Orgel Wealth Management reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 21% in Q3 2026, selling an estimated $500K and leaving 25,765 shares worth $1.82M. The position accounts for 0.03% of the portfolio, ranked #52.

Orgel Wealth Management first reported a position in VEA in Q4 2015 and has held it in 17 quarters since. The position peaked at $2.93M in Q4 2015. 441 funds tracked by Wall St. Rank hold VEA as of Q3 2026.

Orgel Wealth Management held 25,765 shares of Vanguard FTSE Developed Markets ETF worth $1.82M as of Q3 2026.
Orgel Wealth Management sold 6,967 Vanguard FTSE Developed Markets ETF shares in Q3 2026, an estimated $500K.
Vanguard FTSE Developed Markets ETF made up 0.03% of Orgel Wealth Management's portfolio in Q3 2026, its #52 holding.
Orgel Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2015 and has held it in 17 quarters since.
Orgel Wealth Management's Vanguard FTSE Developed Markets ETF position peaked at $2.93M in Q4 2015.
441 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2026.

Based on Orgel Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.