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

Capital Advisors Ltd’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	$2.06M	Buy	28,981 +629	+2%	+$43.8K	0.21%	79
2026 Q1	$1.82M	Buy	28,352 +1,553	+6%	+$103K	0.21%	78
2025 Q4	$1.67M	Buy	26,799 +5,049	+23%	+$309K	0.19%	78
2025 Q3	$1.3M	Buy	21,750 +192	+0.9%	+$11.2K	0.15%	90
2025 Q2	$1.23M	Buy	21,558 +1,630	+8%	+$87.3K	0.15%	89
2025 Q1	$1.01M	Sell	19,928 -793	-4%	-$40.1K	0.13%	98
2024 Q4	$991K	Sell	20,721 -2,606	-11%	-$131K	0.12%	99
2024 Q3	$1.23M	Sell	23,327 -301	-1%	-$15.3K	0.15%	83
2024 Q2	$1.17M	Sell	23,628 -1,405	-6%	-$69.9K	0.15%	85
2024 Q1	$1.26M	Sell	25,033 -376	-1%	-$18.2K	0.16%	83
2023 Q4	$1.22M	Buy	25,409 +9	+0%	+$403	0.17%	79
2023 Q3	$1.11M	Buy	25,400 +4	+0%	+$183	0.17%	85
2023 Q2	$1.17M	Buy	25,396 +315	+1%	+$14.5K	0.18%	81
2023 Q1	$1.13M	Buy	25,081 +3	+0%	+$134	0.19%	76
2022 Q4	$1.05M	Sell	25,078 -784	-3%	-$31.8K	0.18%	78
2022 Q3	$940K	Buy	25,862 +3,860	+18%	+$157K	0.18%	79
2022 Q2	$898K	Hold	22,002	–	–	0.17%	84
2022 Q1	$1.06M	Buy	22,002 +6,590	+43%	+$321K	0.18%	75
2021 Q4	$833K	Sell	15,412 -43	-0.3%	-$2.21K	0.13%	91
2021 Q3	$780K	Hold	15,455	–	–	0.14%	85
2021 Q2	$796K	Hold	15,455	–	–	0.14%	86
2021 Q1	$759K	Buy	15,455 +1,235	+9%	+$60.3K	0.14%	84
2020 Q4	$671K	Hold	14,220	–	–	0.15%	82
2020 Q3	$582K	Sell	14,220 -4,801	-25%	-$197K	0.15%	84
2020 Q2	$738K	Sell	19,021 -218	-1%	-$7.96K	0.19%	78
2020 Q1	$641K	Buy	19,239 +2,972	+18%	+$119K	0.2%	75
2019 Q4	$717K	Hold	16,267	–	–	0.18%	74
2019 Q3	$668K	Hold	16,267	–	–	0.18%	76
2019 Q2	$678K	Sell	16,267 -2,240	-12%	-$92.3K	0.19%	71
2019 Q1	$756K	Sell	18,507 -1,125	-6%	-$45K	0.2%	68
2018 Q4	$728K	Sell	19,632 -2,227	-10%	-$88.2K	0.21%	72
2018 Q3	$946K	Buy	21,859 +17,243	+374%	+$743K	0.27%	55
2018 Q2	$198K	Buy	4,616 +20	+0.4%	+$892	0.06%	130
2018 Q1	$203K	Hold	4,596	–	–	0.07%	124
2017 Q4	$206K	Buy	4,596 +1,137	+33%	+$50.2K	0.07%	118
2017 Q3	$150K	Buy	3,459 +5	+0.1%	+$212	0.05%	137
2017 Q2	$143K	Buy	3,454 +18	+0.5%	+$734	0.05%	141
2017 Q1	$135K	Buy	3,436 +10	+0.3%	+$383	0.05%	141
2016 Q4	$125K	Sell	3,426 -7,175	-68%	-$262K	0.05%	139
2016 Q3	$397K	Buy	10,601 +6	+0.1%	+$221	0.17%	72
2016 Q2	$375K	Sell	10,595 -2,388	-18%	-$86.3K	0.18%	73
2016 Q1	$466K	Buy	12,983 +5	+0%	+$173	0.23%	59
2015 Q4	$477K	Buy	12,978 +10,012	+338%	+$375K	0.25%	59
2015 Q3	$106K	Buy	2,966 +14	+0.5%	+$538	0.06%	128
2015 Q2	$117K	Buy	2,952 +608	+26%	+$25.1K	0.06%	125
2015 Q1	$93K	Hold	2,344	–	–	0.05%	140
2014 Q4	$89K	Buy	2,344 +14	+0.6%	+$542	0.05%	136
2014 Q3	$92K	Buy	2,330 +13	+0.6%	+$541	0.05%	140
2014 Q2	$99K	Buy	2,317 +11	+0.5%	+$463	0.06%	142
2014 Q1	$95K	Buy	+2,306	New	+$94.4K	0.06%	142

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

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

Capital Advisors Ltd increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 2.2% in Q2 2026, buying an estimated $43.8K and bringing the position to 28,981 shares worth $2.06M. The position accounts for 0.21% of the portfolio, ranked #79.

Capital Advisors Ltd first reported a position in VEA in Q1 2014 and has held it in 50 quarters since. 2,985 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

Capital Advisors Ltd held 28,981 shares of Vanguard FTSE Developed Markets ETF worth $2.06M as of Q2 2026.
Capital Advisors Ltd bought 629 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $43.8K.
Vanguard FTSE Developed Markets ETF made up 0.21% of Capital Advisors Ltd's portfolio in Q2 2026, its #79 holding.
Capital Advisors Ltd first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2014 and has held it in 50 quarters since.
2,985 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.