GoalVest Advisory LLC VGK β€” VANGUARD FTSE EUROPE ETF

Ownership history in GoalVest Advisory LLC  Β·  4 quarters on record

AI Ownership Summary

GoalVest Advisory LLC reported VANGUARD FTSE EUROPE ETF (VGK) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 1.93% in 2026 Q1. The latest visible filing shows VGK at 1.93% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VGK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GoalVest Advisory LLC's position in VANGUARD FTSE EUROPE ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

VGK was reported at 1.93% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.93% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

VGK stock page GoalVest Advisory LLC fund profile GoalVest Advisory LLC full holdings
How GoalVest Advisory LLC held VGK β€” position size vs. price
% of Fund (quarterly)    VGK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 119,785 +10,205 +9.3% 1.93% $9.9M 2026-04-13 $87.64
2025 Q4 ADDED β€” β€” β€” 109,580 +16,100 +17.2% 1.75% $9.2M 2026-01-05 $84.83
2025 Q3 ADDED β€” β€” β€” 93,480 +12,472 +15.4% 1.58% $7.5M 2025-10-22 $79.57
2025 Q2 INITIATED β€” β€” β€” 81,008 β€” β€” 1.55% $6.3M 2025-08-01 $74.01

🏒 Other funds also holding VGK

As of 2026 Q1 β€” sorted by position size

BFI Infinity Ltd. 10.75% PRESILIUM PRIVATE WEALTH, LLC 3Y 9.28% Impact Partnership Wealth, LLC 8.4% Willis Johnson & Associates, Inc. 3Y 8.34% FSC Wealth Advisors, LLC 3Y 8.15% MATHER GROUP, LLC. 3Y 7Y 7.2% WealthBridge Investment Counsel Inc. 3Y 6.93% MRA Advisory Group 3Y 6.48% FULCRUM WEALTH ADVISORS, LLC 5.74% Keystone Global Partners, LLC 5.02%

FAQ About GoalVest Advisory LLC and VGK

These are the practical questions this page is built to answer before you even open the full history table.

How long has GoalVest Advisory LLC reported owning VGK?

GoalVest Advisory LLC reported VGK across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported VGK position in GoalVest Advisory LLC's portfolio?

The largest reported portfolio weight for VGK was 1.93% in 2026 Q1.

What is the latest reported VGK position on this page?

The most recent filing on this page is 2026 Q1, when GoalVest Advisory LLC reported 119,785 shares, equal to 1.93% of portfolio, with an estimated market value of $9.9M.

What does the chart on this VGK ownership page compare?

The chart compares GoalVest Advisory LLC's quarterly VGK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did GoalVest Advisory LLC time their VGK position?

Based on 13F filing dates vs. subsequent VGK price moves, GoalVest Advisory LLC correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on VGK relative to SPY over the holding period was +8.5%.

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