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 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

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

Orgel Wealth Management's VEA Position: Q2 2026 in Review

Orgel Wealth Management opened a new position in Vanguard FTSE Developed Markets ETF (VEA) in Q2 2026: 32,732 shares worth $2.33M. The stake represents 0.04% of the portfolio and ranks #42 among its holdings. This is a return to the name: Orgel Wealth Management previously reported a position in VEA as recently as Q1 2022.

Orgel Wealth Management first reported a position in VEA in Q4 2015 and has held it in 16 quarters since. The position peaked at $2.93M in Q4 2015. 2,992 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

Orgel Wealth Management held 32,732 shares of Vanguard FTSE Developed Markets ETF worth $2.33M as of Q2 2026.
Vanguard FTSE Developed Markets ETF was a new Orgel Wealth Management position in Q2 2026.
Vanguard FTSE Developed Markets ETF made up 0.04% of Orgel Wealth Management's portfolio in Q2 2026, its #42 holding.
Orgel Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2015 and has held it in 16 quarters since.
Orgel Wealth Management's Vanguard FTSE Developed Markets ETF position peaked at $2.93M in Q4 2015.
2,992 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Orgel Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.