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

CapWealth 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
2024
Q4 		– Sell
-3,795
Closed -$200K – 110
2024
Q3 		$200K Buy
+3,795
New +$193K 0.02% 106
2016
Q4 		– Sell
-229
Closed -$9K – 249
2016
Q3 		$9K Buy
+229
New +$8.42K ﹤0.01% 222
2016
Q2 		– Sell
-393
Closed -$14K – 318
2016
Q1 		$14K Buy
+393
New +$13.6K ﹤0.01% 220
2014
Q4 		– Sell
-921
Closed -$37K – 265
2014
Q3 		$37K Buy
+921
New +$38.3K 0.01% 143

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

CapWealth Advisors's VEA Position: Q4 2024 in Review

CapWealth Advisors sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q4 2024, closing a stake of 3,795 shares — an estimated $200K sold.

CapWealth Advisors first reported a position in VEA in Q3 2014 and held it in 4 quarters. The position peaked at $200K in Q3 2024. 2,402 funds tracked by Wall St. Rank hold VEA as of Q4 2024.

  • CapWealth Advisors reported no remaining Vanguard FTSE Developed Markets ETF position as of Q4 2024 after selling out during the quarter.
  • CapWealth Advisors sold 3,795 Vanguard FTSE Developed Markets ETF shares in Q4 2024, an estimated $200K.
  • CapWealth Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q3 2014 and held it in 4 quarters.
  • CapWealth Advisors's Vanguard FTSE Developed Markets ETF position peaked at $200K in Q3 2024.
  • 2,402 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2024.

Based on CapWealth Advisors's 13F filing for Q4 2024, filed 30 Jan 2025.