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

Capital Planning 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
Q1 		$54M Buy
842,318
+15,153
+2% +$1M 7.8% 1
2025
Q4 		$51.7M Buy
827,165
+19,277
+2% +$1.18M 6.91% 1
2025
Q3 		$48.4M Buy
807,888
+44,495
+6% +$2.59M 6.65% 1
2025
Q2 		$43.5M Buy
763,393
+340,343
+80% +$18.2M 6.38% 2
2025
Q1 		$21.5M Buy
423,050
+6,064
+1% +$307K 3.32% 8
2024
Q4 		$19.9M Buy
416,986
+12,753
+3% +$640K 3.08% 10
2024
Q3 		$21.3M Sell
404,233
-15,884
-4% -$808K 3.22% 8
2024
Q2 		$20.8M Buy
420,117
+27,153
+7% +$1.35M 3.55% 8
2024
Q1 		$19.7M Buy
392,964
+1,682
+0.4% +$81.2K 3.46% 8
2023
Q4 		$18.7M Sell
391,282
-7,687
-2% -$344K 3.54% 8
2023
Q3 		$17.4M Buy
398,969
+110
+0% +$5.03K 3.64% 7
2023
Q2 		$18.4M Sell
398,859
-5,988
-1% -$275K 3.73% 7
2023
Q1 		$18.3M Buy
+404,847
New +$18M 3.89% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Capital Planning Advisors's VEA Position: Q1 2026 in Review

Capital Planning Advisors increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 1.8% in Q1 2026, buying an estimated $1M and bringing the position to 842,318 shares worth $54M. The position accounts for 7.8% of the portfolio, ranked #1.

Capital Planning Advisors first reported a position in VEA in Q1 2023 and has held it in 13 quarters since. 2,910 funds tracked by Wall St. Rank hold VEA as of Q1 2026.

  • Capital Planning Advisors held 842,318 shares of Vanguard FTSE Developed Markets ETF worth $54M as of Q1 2026.
  • Capital Planning Advisors bought 15,153 Vanguard FTSE Developed Markets ETF shares in Q1 2026, an estimated $1M.
  • Vanguard FTSE Developed Markets ETF made up 7.8% of Capital Planning Advisors's portfolio in Q1 2026, its #1 holding.
  • Capital Planning Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2023 and has held it in 13 quarters since.
  • 2,910 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2026.

Based on Capital Planning Advisors's 13F filing for Q1 2026, filed 14 May 2026.