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

Carmel Capital Partners’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	$1.14M	Buy	17,828 +3,262	+22%	+$215K	0.41%	61
2025 Q4	$910K	Buy	14,566 +450	+3%	+$27.6K	0.32%	68
2025 Q3	$846K	Sell	14,116 -520	-4%	-$30.3K	0.36%	67
2025 Q2	$834K	Sell	14,636 -65	-0.4%	-$3.48K	0.29%	71
2025 Q1	$747K	Buy	14,701 +5,504	+60%	+$279K	0.29%	71
2024 Q4	$440K	Buy	9,197 +1,597	+21%	+$80.2K	0.18%	91
2024 Q3	$401K	Buy	7,600 +226	+3%	+$11.5K	0.15%	106
2024 Q2	$364K	Buy	7,374 +166	+2%	+$8.26K	0.15%	101
2024 Q1	$362K	Buy	+7,208	New	+$348K	0.15%	102
2023 Q4	–	Sell	-16,490	Closed	-$721K	–	674
2023 Q3	$721K	Buy	+16,490	New	+$755K	0.32%	66

Other funds holding VEA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Carmel Capital Partners's VEA Position: Q1 2026 in Review

Carmel Capital Partners increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 22% in Q1 2026, buying an estimated $215K and bringing the position to 17,828 shares worth $1.14M. The position accounts for 0.41% of the portfolio, ranked #61.

Carmel Capital Partners first reported a position in VEA in Q3 2023 and has held it in 10 quarters since. 2,891 funds tracked by Wall St. Rank hold VEA as of Q1 2026.

Carmel Capital Partners held 17,828 shares of Vanguard FTSE Developed Markets ETF worth $1.14M as of Q1 2026.
Carmel Capital Partners bought 3,262 Vanguard FTSE Developed Markets ETF shares in Q1 2026, an estimated $215K.
Vanguard FTSE Developed Markets ETF made up 0.41% of Carmel Capital Partners's portfolio in Q1 2026, its #61 holding.
Carmel Capital Partners first reported a position in Vanguard FTSE Developed Markets ETF in Q3 2023 and has held it in 10 quarters since.
2,891 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2026.

Based on Carmel Capital Partners's 13F filing for Q1 2026, filed 30 Apr 2026.