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 Q2	$1.23M	Sell	17,229 -599	-3%	-$41.7K	0.4%	55
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 $1.55T 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

Carmel Capital Partners's VEA Position: Q2 2026 in Review

Carmel Capital Partners reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 3.4% in Q2 2026, selling an estimated $41.7K and leaving 17,229 shares worth $1.23M. The position accounts for 0.4% of the portfolio, ranked #55.

Carmel Capital Partners first reported a position in VEA in Q3 2023 and has held it in 11 quarters since. 2,998 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

Carmel Capital Partners held 17,229 shares of Vanguard FTSE Developed Markets ETF worth $1.23M as of Q2 2026.
Carmel Capital Partners sold 599 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $41.7K.
Vanguard FTSE Developed Markets ETF made up 0.4% of Carmel Capital Partners's portfolio in Q2 2026, its #55 holding.
Carmel Capital Partners first reported a position in Vanguard FTSE Developed Markets ETF in Q3 2023 and has held it in 11 quarters since.
2,998 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Carmel Capital Partners's 13F filing for Q2 2026, filed 30 Jul 2026.