VEA — Vanguard FTSE Developed Mkts ETF

Ownership history in WealthPLAN Partners, LLC  ·  22 quarters on record

This page tracks every 13F SEC filing in which WealthPLAN Partners, LLC reported a position in Vanguard FTSE Developed Mkts ETF (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
0.31% (2018 Q1)
Avg. % of fund
0.1%
First filed
2015 Q4
Last filed
2025 Q3
Quarters held
22
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 5,147 +14 +0.3% 0.05% $308K $58.92
2025 Q2 REDUCED 5,133 -1,436 -21.9% 0.05% $293K $55.79
2025 Q1 ADDED 6,569 +4,174 +174.3% 0.05% $334K $49.35
2023 Q2 UNCHANGED 2,395 — 0% 0.02% $111K $42.35
18 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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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