Cape Investment Advisory’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Cape Investment Advisory’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	$1.44M	Sell	20,208 -1,328	-6%	-$92.5K	0.38%	48
2026 Q1	$1.38M	Buy	21,536 +624	+3%	+$41.2K	0.46%	48
2025 Q4	$1.31M	Buy	20,912 +5,358	+34%	+$328K	0.4%	47
2025 Q3	$932K	Sell	15,554 -1,538	-9%	-$89.6K	0.92%	27
2025 Q2	$974K	Buy	17,092 +2,191	+15%	+$117K	0.36%	56
2025 Q1	$757K	Buy	14,901 +9,138	+159%	+$462K	0.3%	71
2024 Q4	$276K	Buy	5,763 +685	+13%	+$34.4K	0.11%	142
2024 Q3	$268K	Buy	5,078 +905	+22%	+$46K	0.11%	137
2024 Q2	$206K	Sell	4,173 -3,438	-45%	-$171K	0.09%	149
2024 Q1	$382K	Sell	7,611 -697	-8%	-$33.7K	0.18%	92
2023 Q4	$398K	Buy	8,308 +3,531	+74%	+$158K	0.19%	83
2023 Q3	$209K	Sell	4,777 -554	-10%	-$25.4K	0.12%	127
2023 Q2	$246K	Buy	5,331 +1,994	+60%	+$91.7K	0.14%	111
2023 Q1	$151K	Buy	+3,337	New	+$149K	0.09%	151

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

Cape Investment Advisory's VEA Position: Q2 2026 in Review

Cape Investment Advisory reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 6.2% in Q2 2026, selling an estimated $92.5K and leaving 20,208 shares worth $1.44M. The position accounts for 0.38% of the portfolio, ranked #48.

Cape Investment Advisory first reported a position in VEA in Q1 2023 and has held it in 14 quarters since. 2,997 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

Cape Investment Advisory held 20,208 shares of Vanguard FTSE Developed Markets ETF worth $1.44M as of Q2 2026.
Cape Investment Advisory sold 1,328 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $92.5K.
Vanguard FTSE Developed Markets ETF made up 0.38% of Cape Investment Advisory's portfolio in Q2 2026, its #48 holding.
Cape Investment Advisory first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2023 and has held it in 14 quarters since.
2,997 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.