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 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

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 Planning's VEA Position: Q2 2026 in Review

Capital Planning increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 4.3% in Q2 2026, buying an estimated $34.2K and bringing the position to 11,962 shares worth $852K. The position accounts for 0.25% of the portfolio, ranked #42.

Capital Planning first reported a position in VEA in Q2 2022 and has held it in 17 quarters since. 3,002 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

Capital Planning held 11,962 shares of Vanguard FTSE Developed Markets ETF worth $852K as of Q2 2026.
Capital Planning bought 491 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $34.2K.
Vanguard FTSE Developed Markets ETF made up 0.25% of Capital Planning's portfolio in Q2 2026, its #42 holding.
Capital Planning first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2022 and has held it in 17 quarters since.
3,002 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Capital Planning's 13F filing for Q2 2026, filed 22 Jul 2026.