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

Capital Advisors Wealth Management’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 		$1.71M Buy
24,027
+208
+0.9% +$14.5K 0.2% 75
2026
Q1 		$1.53M Buy
23,819
+550
+2% +$36.3K 0.2% 73
2025
Q4 		$1.45M Buy
23,269
+744
+3% +$45.6K 0.2% 73
2025
Q3 		$1.35M Buy
22,525
+1,068
+5% +$62.2K 0.19% 71
2025
Q2 		$1.22M Buy
21,457
+2,920
+16% +$156K 0.19% 65
2025
Q1 		$942K Buy
18,537
+1,815
+11% +$91.8K 0.17% 69
2024
Q4 		$800K Buy
16,722
+413
+3% +$20.7K 0.14% 72
2024
Q3 		$861K Sell
16,309
-97
-0.6% -$4.93K 0.16% 69
2024
Q2 		$811K Sell
16,406
-505
-3% -$25.1K 0.16% 63
2024
Q1 		$848K Buy
16,911
+297
+2% +$14.3K 0.18% 61
2023
Q4 		$796K Buy
16,614
+546
+3% +$24.4K 0.18% 66
2023
Q3 		$703K Buy
16,068
+1,237
+8% +$56.6K 0.18% 66
2023
Q2 		$685K Buy
14,831
+2,086
+16% +$95.9K 0.18% 67
2023
Q1 		$576K Buy
12,745
+1,432
+13% +$63.8K 0.16% 74
2022
Q4 		$475K Sell
11,313
-1,477
-12% -$59.8K 0.14% 74
2022
Q3 		$465K Sell
12,790
-262,785
-95% -$10.7M 0.15% 69
2022
Q2 		$11.2M Sell
275,575
-5,853
-2% -$260K 3.65% 9
2022
Q1 		$13.5M Sell
281,428
-32,596
-10% -$1.59M 4.14% 7
2021
Q4 		$16M Buy
314,024
+16,033
+5% +$823K 4.87% 5
2021
Q3 		$15M Sell
297,991
-5,220
-2% -$271K 5.33% 6
2021
Q2 		$15.6M Buy
303,211
+73,053
+32% +$3.77M 5.79% 4
2021
Q1 		$11.3M Buy
+230,158
New +$11.2M 4.88% 5

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 Wealth Management's VEA Position: Q2 2026 in Review

Capital Advisors Wealth Management increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 0.87% in Q2 2026, buying an estimated $14.5K and bringing the position to 24,027 shares worth $1.71M. The position accounts for 0.2% of the portfolio, ranked #75.

Capital Advisors Wealth Management first reported a position in VEA in Q1 2021 and has held it in 22 quarters since. The position peaked at $16M in Q4 2021. 2,997 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

  • Capital Advisors Wealth Management held 24,027 shares of Vanguard FTSE Developed Markets ETF worth $1.71M as of Q2 2026.
  • Capital Advisors Wealth Management bought 208 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $14.5K.
  • Vanguard FTSE Developed Markets ETF made up 0.2% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #75 holding.
  • Capital Advisors Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2021 and has held it in 22 quarters since.
  • Capital Advisors Wealth Management's Vanguard FTSE Developed Markets ETF position peaked at $16M in Q4 2021.
  • 2,997 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

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