Mountain Capital Investment Advisors Inc. VEA holdings history
VANGUARD FTSE DEVELOPED ETF · CUSIP 921943858 · CIK 1714506
As of 2026-06-30, Mountain Capital Investment Advisors Inc. reported 7.67K VEA (shares), valued at $546.44K, or 0.08% of its reported non-derivative portfolio. Filed 2026-07-14.
Verify history & sources →Shares increased 6.32%; reported value increased 11.30%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 0.08% | 7,669 | SEC filing ↗Filed Jul 14, 2026 |
| Q1 2026 | 0.07% | 7,213 | SEC filing ↗Filed May 11, 2026 |
| Q4 2025 | 0.16% | 15,457 | SEC filing ↗Filed Jan 28, 2026 |
| Q3 2025 | 0.24% | 22,991 | SEC filing ↗Filed Nov 12, 2025 |
| Q2 2025 | 15.85% | 1,447,923 | SEC filing ↗Filed Jul 29, 2025 |
| Q1 2025 | 8.17% | 728,594 | SEC filing ↗Filed Apr 28, 2025 |
| Q4 2024 | 5.90% | 586,393 | SEC filing ↗Filed Feb 13, 2025 |
| Q3 2024 | 19.60% | 1,808,204 | SEC filing ↗Filed Nov 15, 2024 |
| Q2 2024 | 23.25% | 1,833,208 | SEC filing ↗Filed Jul 16, 2024 |
| Q1 2024 | 23.95% | 1,709,899 | SEC filing ↗Filed Apr 11, 2024 |
| Q4 2023 | Not reported | Not reported | — |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q1 2024 | 23.95% | 1,709,899 | $85.43M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Apr 11, 2024 |
| Q2 2024 | 23.25% | 1,833,208 | $93.70M | Shares increased 7.21%; reported value increased 9.68%, and weight changed -0.70 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 16, 2024 |
| Q3 2024 | 19.60% | 1,808,204 | $89.34M | Shares decreased 1.36%; reported value decreased 4.64%, and weight changed -3.65 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 15, 2024 |
| Q4 2024 | 5.90% | 586,393 | $28.48M | Shares decreased 67.57%; reported value decreased 68.12%, and weight changed -13.70 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2025 |
| Q1 2025 | 8.17% | 728,594 | $38.11M | Shares increased 24.25%; reported value increased 33.82%, and weight changed +2.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 28, 2025 |
| Q2 2025 | 15.85% | 1,447,923 | $82.49M | Shares increased 98.73%; reported value increased 116.43%, and weight changed +7.68 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 29, 2025 |
| Q3 2025 | 0.24% | 22,991 | $1.39M | Shares decreased 98.41%; reported value decreased 98.32%, and weight changed -15.61 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 12, 2025 |
| Q4 2025 | 0.16% | 15,457 | $1.02M | Shares decreased 32.77%; reported value decreased 26.74%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 28, 2026 |
| Q1 2026 | 0.07% | 7,213 | $490.97K | Shares decreased 53.34%; reported value decreased 51.71%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 11, 2026 |
| Q2 2026 | 0.08% | 7,669 | $546.44K | Shares increased 6.32%; reported value increased 11.30%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 14, 2026 |
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