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CSC
Caldwell Sutter Capital’s
Vanguard FTSE Developed Markets ETF
VEA
Stock Holding History
Caldwell Sutter Capital’s Portfolio
VEA Stock Details
VEA Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$345K
Buy
5,377
+185
+4%
+$12.2K
0.14%
153
2025
Q4
$324K
Buy
5,192
+50
+1%
+$3.06K
0.14%
155
2025
Q3
$308K
Sell
5,142
-5
-0.1%
-$291
0.13%
158
2025
Q2
$293K
Sell
5,147
-343
-6%
-$18.4K
0.13%
153
2025
Q1
$279K
Buy
5,490
+69
+1%
+$3.49K
0.13%
159
2024
Q4
$259K
Buy
5,421
+230
+4%
+$11.6K
0.12%
167
2024
Q3
$274K
Buy
5,191
+222
+4%
+$11.3K
0.13%
163
2024
Q2
$246K
Buy
4,969
+186
+4%
+$9.26K
0.12%
172
2024
Q1
$240K
Buy
4,783
+376
+9%
+$18.2K
0.12%
172
2023
Q4
$211K
Buy
4,407
+398
+10%
+$17.8K
0.11%
184
2023
Q3
$175K
Buy
4,009
+320
+9%
+$14.6K
0.1%
188
2023
Q2
$170K
Buy
3,689
+3,083
+509%
+$142K
0.09%
196
2023
Q1
$27.4K
Buy
606
+125
+26%
+$5.57K
0.02%
308
2022
Q4
$20.2K
Buy
+481
New
+$19.5K
0.02%
222
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$1.37T AUM
24.88%
1-Year Est. Return
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$52.8B AUM
15.34%
1-Year Est. Return
Creative Planning
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$147B AUM
18.73%
1-Year Est. Return
Envestnet Asset Management
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$374B AUM
17.66%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
Northwestern Mutual Wealth Management
Milwaukee, Wisconsin
$162B AUM
16.35%
1-Year Est. Return
Wells Fargo
San Francisco, California
$530B AUM
22.01%
1-Year Est. Return
Wealthfront Advisers
Palo Alto, California
$45.6B AUM
18.83%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
Jones Financial Companies
Des Peres, Missouri
$208B AUM
16.12%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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