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

Capital Planning’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 Q3	$845K	Hold	11,962	–	–	0.22%	45
2026 Q2	$852K	Buy	11,962 +491	+4%	+$34.2K	0.25%	42
2026 Q1	$735K	Hold	11,471	–	–	0.24%	41
2025 Q4	$725K	Buy	11,471 +2,448	+27%	+$150K	0.2%	48
2025 Q3	$541K	Buy	9,023 +4,946	+121%	+$288K	0.16%	50
2025 Q2	$232K	Hold	4,077	–	–	0.07%	72
2025 Q1	$207K	Sell	4,077 -1,162	-22%	-$58.8K	0.06%	91
2024 Q4	$251K	Hold	5,239	–	–	0.07%	82
2024 Q3	$277K	Hold	5,239	–	–	0.08%	76
2024 Q2	$259K	Hold	5,239	–	–	0.08%	74
2024 Q1	$263K	Hold	5,239	–	–	0.09%	74
2023 Q4	$251K	Sell	5,239 -2,099	-29%	-$94K	0.09%	71
2023 Q3	$321K	Hold	7,338	–	–	0.13%	64
2023 Q2	$339K	Hold	7,338	–	–	0.13%	62
2023 Q1	$331K	Buy	7,338 +228	+3%	+$10.2K	0.14%	62
2022 Q4	$298K	Hold	7,110	–	–	0.13%	68
2022 Q3	$259K	Buy	7,110 +181	+3%	+$7.38K	0.15%	54
2022 Q2	$283K	Buy	+6,929	New	+$308K	0.15%	53

Other funds holding VEA

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Country Trust Bank Bloomington, Illinois $5.78B AUM 19.9% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Capital Planning's VEA Position: Q3 2026 in Review

Capital Planning held its Vanguard FTSE Developed Markets ETF (VEA) position steady in Q3 2026 at 11,962 shares worth $845K. The position accounts for 0.22% of the portfolio, ranked #45.

Capital Planning first reported a position in VEA in Q2 2022 and has held it in 18 quarters since. The position peaked at $852K in Q2 2026. 1,481 funds tracked by Wall St. Rank hold VEA as of Q3 2026.

Capital Planning held 11,962 shares of Vanguard FTSE Developed Markets ETF worth $845K as of Q3 2026.
Capital Planning left its Vanguard FTSE Developed Markets ETF share count unchanged in Q3 2026.
Vanguard FTSE Developed Markets ETF made up 0.22% of Capital Planning's portfolio in Q3 2026, its #45 holding.
Capital Planning first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2022 and has held it in 18 quarters since.
Capital Planning's Vanguard FTSE Developed Markets ETF position peaked at $852K in Q2 2026.
1,481 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2026.

Based on Capital Planning's 13F filing for Q3 2026, filed 9 Oct 2026.