PDS Planning, Inc VEU VANGUARD INTL EQUITY INDEX F

Ownership history in PDS Planning, Inc  ·  34 quarters on record

AI Ownership Summary

PDS Planning, Inc reported VANGUARD INTL EQUITY INDEX F (VEU) in 34 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.78% in 2023 Q4. The latest visible filing shows VEU at 0.54% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VEU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PDS Planning, Inc's position in VANGUARD INTL EQUITY INDEX F, 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

VEU was reported at 0.54% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.78% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 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.

How PDS Planning, Inc held VEU — position size vs. price
% of Fund (quarterly)    VEU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 108,870 +2,038 +1.9% 0.54% $8.2M 2026-04-22 $80.34
2025 Q4 REDUCED 106,832 -1,464 -1.4% 0.52% $7.9M 2026-01-26 $77.65
2025 Q3 ADDED 108,296 +434 +0.4% 0.53% $7.7M 2025-10-21 $70.97
2025 Q2 REDUCED 107,862 -3,640 -3.3% 0.54% $7.3M 2025-07-24 $67.07
2025 Q1 REDUCED 111,502 -5,429 -4.6% 0.57% $6.8M 2025-04-24 $59.90
2024 Q4 ADDED 116,931 +851 +0.7% 0.60% $6.7M 2025-02-10 $58.21
2024 Q3 REDUCED 116,080 -4,570 -3.8% 0.66% $7.3M 2024-10-30 $57.57
2024 Q2 ADDED 120,650 +3,494 +3.0% 0.71% $7.1M 2024-08-08 $54.94
2024 Q1 REDUCED 117,156 -5,126 -4.2% 0.72% $6.9M 2024-05-01 $53.73
2023 Q4 REDUCED 9.2% +4.6% 122,282 -12,441 -9.2% 0.78% $6.9M 2024-02-01 $52.22
24 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About PDS Planning, Inc and VEU

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

How long has PDS Planning, Inc reported owning VEU?

PDS Planning, Inc reported VEU across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported VEU position in PDS Planning, Inc's portfolio?

The largest reported portfolio weight for VEU was 0.78% in 2023 Q4.

What is the latest reported VEU position on this page?

The most recent filing on this page is 2026 Q1, when PDS Planning, Inc reported 108,870 shares, equal to 0.54% of portfolio, with an estimated market value of $8.2M.

What does the chart on this VEU ownership page compare?

The chart compares PDS Planning, Inc's quarterly VEU 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 PDS Planning, Inc time their VEU position?

Based on 13F filing dates vs. subsequent VEU price moves, PDS Planning, Inc correctly timed 17 out of 33 reported position changes (52%). The annualised alpha on VEU relative to SPY over the holding period was -5.7%.

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