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

Capital Performance Advisors’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	$1.72M	Sell	24,131 -1,371	-5%	-$95.5K	0.11%	86
2026 Q1	$1.63M	Buy	25,502 +7,566	+42%	+$499K	0.11%	81
2025 Q4	$1.12M	Buy	+17,936	New	+$1.1M	0.08%	108
2025 Q2	–	Sell	-4,995	Closed	-$254K	–	319
2025 Q1	$254K	Buy	+4,995	New	+$253K	0.06%	192
2024 Q4	–	Sell	-1,050	Closed	-$55.5K	–	2589
2024 Q3	$55.5K	Sell	1,050 -6,726	-86%	-$342K	0.02%	323
2024 Q2	$384K	Buy	7,776 +2,014	+35%	+$100K	0.15%	57
2024 Q1	$289K	Buy	+5,762	New	+$278K	0.11%	63

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 Performance Advisors's VEA Position: Q2 2026 in Review

Capital Performance Advisors reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 5.4% in Q2 2026, selling an estimated $95.5K and leaving 24,131 shares worth $1.72M. The position accounts for 0.11% of the portfolio, ranked #86.

Capital Performance Advisors first reported a position in VEA in Q1 2024 and has held it in 7 quarters since. 2,992 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

Capital Performance Advisors held 24,131 shares of Vanguard FTSE Developed Markets ETF worth $1.72M as of Q2 2026.
Capital Performance Advisors sold 1,371 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $95.5K.
Vanguard FTSE Developed Markets ETF made up 0.11% of Capital Performance Advisors's portfolio in Q2 2026, its #86 holding.
Capital Performance Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2024 and has held it in 7 quarters since.
2,992 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.