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

Caerus 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
2026 Q2	$287K	Sell	4,032 -396	-9%	-$27.6K	0.1%	215
2026 Q1	$284K	Sell	4,428 -303	-6%	-$20K	0.12%	181
2025 Q4	$296K	Sell	4,731 -606	-11%	-$37.1K	0.1%	223
2025 Q3	$320K	Buy	+5,337	New	+$311K	0.13%	188
2023 Q2	–	Sell	-8,017	Closed	-$362K	–	49
2023 Q1	$362K	Sell	8,017 -489	-6%	-$21.8K	0.42%	35
2022 Q4	$357K	Hold	8,506	–	–	0.54%	28
2022 Q3	$309K	Hold	8,506	–	–	0.39%	38
2022 Q2	$347K	Hold	8,506	–	–	0.42%	44
2022 Q1	$362K	Sell	8,506 -1,688	-17%	-$82.1K	0.44%	39
2021 Q4	$520K	Buy	+10,194	New	+$523K	0.56%	31

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

Caerus Investment Advisors's VEA Position: Q2 2026 in Review

Caerus Investment Advisors reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 8.9% in Q2 2026, selling an estimated $27.6K and leaving 4,032 shares worth $287K. The position accounts for 0.1% of the portfolio, ranked #215.

Caerus Investment Advisors first reported a position in VEA in Q4 2021 and has held it in 10 quarters since. The position peaked at $520K in Q4 2021. 3,003 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

Caerus Investment Advisors held 4,032 shares of Vanguard FTSE Developed Markets ETF worth $287K as of Q2 2026.
Caerus Investment Advisors sold 396 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $27.6K.
Vanguard FTSE Developed Markets ETF made up 0.1% of Caerus Investment Advisors's portfolio in Q2 2026, its #215 holding.
Caerus Investment Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2021 and has held it in 10 quarters since.
Caerus Investment Advisors's Vanguard FTSE Developed Markets ETF position peaked at $520K in Q4 2021.
3,003 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Caerus Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.