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

Capital Advisors Inc’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 		$33M Buy
463,206
+215,737
+87% +$15M 0.49% 72
2026
Q1 		$15.9M Sell
247,469
-253,083
-51% -$16.7M 0.25% 84
2025
Q4 		$31.3M Sell
500,552
-7,217
-1% -$442K 0.5% 74
2025
Q3 		$30.4M Buy
507,769
+401
+0.1% +$23.4K 0.51% 73
2025
Q2 		$28.9M Buy
507,368
+498,426
+5,574% +$26.7M 0.52% 72
2025
Q1 		$455K Buy
8,942
+1,190
+15% +$60.2K 0.01% 202
2024
Q4 		$371K Buy
7,752
+1,310
+20% +$65.8K 0.01% 222
2024
Q3 		$340K Sell
6,442
-1,525
-19% -$77.5K 0.01% 234
2024
Q2 		$394K Buy
7,967
+418
+6% +$20.8K 0.01% 219
2024
Q1 		$379K Buy
7,549
+473
+7% +$22.8K 0.01% 218
2023
Q4 		$339K Sell
7,076
-909
-11% -$40.7K 0.01% 234
2023
Q3 		$349K Buy
7,985
+645
+9% +$29.5K 0.01% 196
2023
Q2 		$339K Sell
7,340
-4,032
-35% -$185K 0.01% 209
2023
Q1 		$514K Buy
11,372
+3,688
+48% +$164K 0.01% 170
2022
Q4 		$323K Sell
7,684
-697
-8% -$28.2K 0.01% 203
2022
Q3 		$304K Sell
8,381
-172
-2% -$7.01K 0.01% 197
2022
Q2 		$349K Sell
8,553
-7,326
-46% -$326K 0.01% 194
2022
Q1 		$763K Buy
15,879
+7,876
+98% +$383K 0.02% 143
2021
Q4 		$409K Buy
8,003
+488
+6% +$25.1K 0.01% 185
2021
Q3 		$379K Buy
7,515
+1,795
+31% +$93.4K 0.01% 181
2021
Q2 		$295K Buy
5,720
+819
+17% +$42.3K 0.01% 200
2021
Q1 		$241K Buy
4,901
+595
+14% +$29.1K 0.01% 207
2020
Q4 		$203K Buy
+4,306
New +$189K 0.01% 201
2018
Q1 		– Sell
-9,245
Closed -$415K – 196
2017
Q4 		$415K Sell
9,245
-3,668
-28% -$162K 0.02% 151
2017
Q3 		$561K Buy
12,913
+743
+6% +$31.5K 0.03% 133
2017
Q2 		$503K Sell
12,170
-539
-4% -$22K 0.03% 139
2017
Q1 		$499K Sell
12,709
-17,906
-58% -$686K 0.03% 134
2016
Q4 		$1.12M Buy
+30,615
New +$1.12M 0.08% 111

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Advisors Inc's VEA Position: Q2 2026 in Review

Capital Advisors Inc increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 87% in Q2 2026, buying an estimated $15M and bringing the position to 463,206 shares worth $33M. The position accounts for 0.49% of the portfolio, ranked #72.

Capital Advisors Inc first reported a position in VEA in Q4 2016 and has held it in 28 quarters since. 2,984 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

  • Capital Advisors Inc held 463,206 shares of Vanguard FTSE Developed Markets ETF worth $33M as of Q2 2026.
  • Capital Advisors Inc bought 215,737 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $15M.
  • Vanguard FTSE Developed Markets ETF made up 0.49% of Capital Advisors Inc's portfolio in Q2 2026, its #72 holding.
  • Capital Advisors Inc first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2016 and has held it in 28 quarters since.
  • 2,984 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.