Safeguard Financial, LLC VEA — Vanguard Index Funds

Ownership history in Safeguard Financial, LLC  ·  13 quarters on record

AI Ownership Summary

Safeguard Financial, LLC reported Vanguard Index Funds (VEA) in 13 quarterly 13F filings from 2023 Q4 through 2025 Q1. Peak portfolio weight reached 3.87% in 2023 Q4. The latest visible filing shows VEA at 2.22% 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 VEA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Safeguard Financial, LLC's position in Vanguard Index Funds, 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
2025 Q1

VEA was reported at 2.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.87% 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 2025 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.

VEA stock page Safeguard Financial, LLC fund profile Safeguard Financial, LLC full holdings
How Safeguard Financial, LLC held VEA — position size vs. price
% of Fund (quarterly)    VEA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q1 REDUCED — — — 199,116 -3,942 -1.9% 2.22% $10.1M 2025-05-15 (Est.) $52.71
2024 Q4 REDUCED 7.6% +6.8% ❌ 203,058 -16,695 -7.6% 2.11% $9.7M 2025-01-14 $45.91
2024 Q3 ADDED — — — 219,753 +17,632 +8.7% 2.73% $11.6M 2024-10-15 $48.82
2024 Q2 REDUCED — — — 202,121 -695 -0.3% 2.78% $10.0M 2024-08-07 $45.42
2024 Q1 REDUCED — — — 202,816 -10,451 -4.9% 3.32% $10.2M 2024-04-10 $46.22
2023 Q4 ADDED — — — 213,267 +2,210 +1.0% 3.87% $10.2M 2024-01-30 $44.50
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VEA

As of 2026 Q1 — sorted by position size

Arlington Partners LLC 3Y 7Y 35.53% WealthNavi Inc. 3Y 27.48% Prosperity Advisers, LLC 27.22% Brandywine Asset Management, Inc. 23.03% GP Brinson Investments LLC 3Y 22.62% Attessa Capital LLC 22.05% Keener Financial Planning LLC 21.61% Parker Financial LLC 3Y 20.41% Financial Planning Navigators CORP 20.36% Kopp Family Office, LLC 3Y 19.39%

FAQ About Safeguard Financial, LLC and VEA

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

How long has Safeguard Financial, LLC reported owning VEA?

Safeguard Financial, LLC reported VEA across 6 quarterly 13F filings, from 2023 Q4 through 2025 Q1.

What was the largest reported VEA position in Safeguard Financial, LLC's portfolio?

The largest reported portfolio weight for VEA was 3.87% in 2023 Q4.

What is the latest reported VEA position on this page?

The most recent filing on this page is 2025 Q1, when Safeguard Financial, LLC reported 199,116 shares, equal to 2.22% of portfolio, with an estimated market value of $10.1M.

What does the chart on this VEA ownership page compare?

The chart compares Safeguard Financial, LLC's quarterly VEA 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 Safeguard Financial, LLC time their VEA position?

Based on 13F filing dates vs. subsequent VEA price moves, Safeguard Financial, LLC correctly timed 4 out of 12 reported position changes (33%). The annualised alpha on VEA relative to SPY over the holding period was -2.7%.

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