Callan Capital’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Callan Capital’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
2025 Q1	$912K	Buy	17,936 +7	+0%	+$354	0.07%	124
2024 Q4	$857K	Buy	17,929 +20	+0.1%	+$1K	0.06%	120
2024 Q3	$946K	Sell	17,909 -15	-0.1%	-$763	0.07%	118
2024 Q2	$886K	Sell	17,924 -459	-2%	-$22.8K	0.07%	116
2024 Q1	$922K	Sell	18,383 -112	-0.6%	-$5.41K	0.08%	102
2023 Q4	$886K	Sell	18,495 -147	-0.8%	-$6.58K	0.08%	98
2023 Q3	$815K	Buy	18,642 +9	+0%	+$412	0.09%	91
2023 Q2	$860K	Buy	18,633 +13	+0.1%	+$598	0.1%	83
2023 Q1	$841K	Buy	18,620 +593	+3%	+$26.4K	0.1%	86
2022 Q4	$757K	Buy	18,027 +3,480	+24%	+$141K	0.09%	91
2022 Q3	$529K	Sell	14,547 -8,316	-36%	-$339K	0.09%	80
2022 Q2	$933K	Sell	22,863 -131,775	-85%	-$5.86M	0.14%	60
2022 Q1	$7.43M	Buy	+154,638	New	+$7.53M	1.02%	20

Other funds holding VEA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Callan Capital's VEA Position: Q1 2025 in Review

Callan Capital increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 0.04% in Q1 2025, buying an estimated $354 and bringing the position to 17,936 shares worth $912K. The position accounts for 0.07% of the portfolio, ranked #124.

Callan Capital first reported a position in VEA in Q1 2022 and has held it in 13 quarters since. The position peaked at $7.43M in Q1 2022. 2,468 funds tracked by Wall St. Rank hold VEA as of Q1 2025.

Callan Capital held 17,936 shares of Vanguard FTSE Developed Markets ETF worth $912K as of Q1 2025.
Callan Capital bought 7 Vanguard FTSE Developed Markets ETF shares in Q1 2025, an estimated $354.
Vanguard FTSE Developed Markets ETF made up 0.07% of Callan Capital's portfolio in Q1 2025, its #124 holding.
Callan Capital first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2022 and has held it in 13 quarters since.
Callan Capital's Vanguard FTSE Developed Markets ETF position peaked at $7.43M in Q1 2022.
2,468 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.