Oxford Financial Group’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.15M | Buy |
49,156
+364
| +0.7% | +$24K | 0.17% | 47 |
|
|
2025
Q4 | $3.05M | Buy |
48,792
+4,730
| +11% | +$290K | 0.17% | 45 |
|
|
2025
Q3 | $2.64M | Buy |
44,062
+1,018
| +2% | +$59.3K | 0.15% | 49 |
|
|
2025
Q2 | $2.45M | Sell |
43,044
-798
| -2% | -$42.7K | 0.15% | 47 |
|
|
2025
Q1 | $2.23M | Sell |
43,842
-32,401
| -42% | -$1.64M | 0.16% | 48 |
|
|
2024
Q4 | $3.65M | Buy |
76,243
+47,872
| +169% | +$2.4M | 0.24% | 39 |
|
|
2024
Q3 | $1.5M | Sell |
28,371
-49,919
| -64% | -$2.54M | 0.1% | 67 |
|
|
2024
Q2 | $3.87M | Buy |
78,290
+50,689
| +184% | +$2.52M | 0.26% | 36 |
|
|
2024
Q1 | $1.38M | Buy |
27,601
+15,339
| +125% | +$741K | 0.1% | 67 |
|
|
2023
Q4 | $587K | Sell |
12,262
-338
| -3% | -$15.1K | 0.04% | 119 |
|
|
2023
Q3 | $551K | Sell |
12,600
-2,209
| -15% | -$101K | 0.05% | 116 |
|
|
2023
Q2 | $684K | Sell |
14,809
-8,673
| -37% | -$399K | 0.07% | 103 |
|
|
2023
Q1 | $1.06M | Buy |
23,482
+391
| +2% | +$17.4K | 0.12% | 63 |
|
|
2022
Q4 | $969K | Hold |
23,091
| – | – | 0.11% | 71 |
|
|
2022
Q3 | $840K | Buy |
23,091
+4,448
| +24% | +$181K | 0.13% | 72 |
|
|
2022
Q2 | $761K | Sell |
18,643
-5,179
| -22% | -$230K | 0.11% | 81 |
|
|
2022
Q1 | $1.14M | Buy |
23,822
+324
| +1% | +$15.8K | 0.15% | 66 |
|
|
2021
Q4 | $1.2M | Buy |
23,498
+61
| +0.3% | +$3.13K | 0.13% | 71 |
|
|
2021
Q3 | $1.18M | Buy |
23,437
+268
| +1% | +$13.9K | 0.15% | 62 |
|
|
2021
Q2 | $1.19M | Buy |
23,169
+2,998
| +15% | +$155K | 0.16% | 64 |
|
|
2021
Q1 | $991K | Buy |
20,171
+51
| +0.3% | +$2.49K | 0.14% | 69 |
|
|
2020
Q4 | $950K | Sell |
20,120
-13,813
| -41% | -$608K | 0.14% | 68 |
|
|
2020
Q3 | $1.39M | Sell |
33,933
-2,552
| -7% | -$105K | 0.22% | 40 |
|
|
2020
Q2 | $1.42M | Sell |
36,485
-44,834
| -55% | -$1.64M | 0.24% | 41 |
|
|
2020
Q1 | $2.71M | Buy |
81,319
+2,844
| +4% | +$114K | 0.54% | 29 |
|
|
2019
Q4 | $3.46M | Buy |
78,475
+36,067
| +85% | +$1.54M | 0.96% | 22 |
|
|
2019
Q3 | $1.74M | Sell |
42,408
-11,533
| -21% | -$471K | 0.55% | 26 |
|
|
2019
Q2 | $2.25M | Hold |
53,941
| – | – | 0.74% | 24 |
|
|
2019
Q1 | $2.21M | Buy |
53,941
+42,408
| +368% | +$1.69M | 0.79% | 24 |
|
|
2018
Q4 | $428K | Hold |
11,533
| – | – | 0.14% | 33 |
|
|
2018
Q3 | $499K | Hold |
11,533
| – | – | 0.23% | 23 |
|
|
2018
Q2 | $495K | Sell |
11,533
-400
| -3% | -$17.8K | 0.25% | 26 |
|
|
2018
Q1 | $528K | Hold |
11,933
| – | – | 0.3% | 25 |
|
|
2017
Q4 | $535K | Buy |
11,933
+4,095
| +52% | +$181K | 0.37% | 23 |
|
|
2017
Q3 | $340K | Buy |
+7,838
| New | +$333K | 0.23% | 24 |
|
Other funds holding VEA
Oxford Financial Group's VEA Position: Q1 2026 in Review
Oxford Financial Group increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 0.75% in Q1 2026, buying an estimated $24K and bringing the position to 49,156 shares worth $3.15M. The position accounts for 0.17% of the portfolio, ranked #47.
Oxford Financial Group first reported a position in VEA in Q3 2017 and has held it in 35 quarters since. The position peaked at $3.87M in Q2 2024. 2,894 funds tracked by Wall St. Rank hold VEA as of Q1 2026.
- Oxford Financial Group held 49,156 shares of Vanguard FTSE Developed Markets ETF worth $3.15M as of Q1 2026.
- Oxford Financial Group bought 364 Vanguard FTSE Developed Markets ETF shares in Q1 2026, an estimated $24K.
- Vanguard FTSE Developed Markets ETF made up 0.17% of Oxford Financial Group's portfolio in Q1 2026, its #47 holding.
- Oxford Financial Group first reported a position in Vanguard FTSE Developed Markets ETF in Q3 2017 and has held it in 35 quarters since.
- Oxford Financial Group's Vanguard FTSE Developed Markets ETF position peaked at $3.87M in Q2 2024.
- 2,894 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2026.
Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.