VEA — VANGUARD FTSE DEVELOPED

Ownership history in Planning Project LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which Planning Project LLC reported a position in VANGUARD FTSE DEVELOPED (VEA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.69% (2025 Q4)
Avg. % of fund
0.69%
First filed
2025 Q4
Last filed
2025 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 44,038 — — 0.69% $2.8M $62.47
% of Fund (quarterly)    VEA price (monthly, adj. close)

Other funds also holding VEA

As of 2025 Q4 — sorted by position size

Arlington Partners LLC 3Y 7Y 59.98% TFO Wealth Partners, LLC 3Y 40.82% DV EQUITIES, LLC 37.94% Inherent Management Corp. 37.55% Jasper Ridge Partners, L.P. 3Y 7Y 27.38% WealthNavi Inc. 3Y 27.35% Bakala Capital LLC 27.23% NDVR, Inc. 23.75% Axos Invest Inc. 23.32% Keener Financial Planning LLC 21.75%
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