ADVOCATE GROUP LLC VEA holdings history
VANGUARD FTSE DEVELOPED ETF · CUSIP 921943858 · CIK 1853401
As of 2026-06-30, ADVOCATE GROUP LLC reported 529.92K VEA (shares), valued at $37.76M, or 5.68% of its reported non-derivative portfolio. Filed 2026-07-17.
Verify history & sources →Shares decreased 2.00%; reported value increased 8.97%, and weight changed +0.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 5.68% | 529,920 | SEC filing ↗Filed Jul 17, 2026 |
| Q1 2026 | 5.42% | 540,708 | SEC filing ↗Filed Apr 13, 2026 |
| Q4 2025 | 5.25% | 519,020 | SEC filing ↗Filed Jan 20, 2026 |
| Q3 2025 | 4.90% | 497,805 | SEC filing ↗Filed Oct 20, 2025 |
| Q2 2025 | 4.04% | 396,615 | SEC filing ↗Filed Jul 25, 2025 |
| Q1 2025 | 3.62% | 390,253 | SEC filing ↗Filed Apr 22, 2025 |
| Q4 2024 | 3.40% | 377,164 | SEC filing ↗Filed Jan 21, 2025 |
| Q3 2024 | 3.34% | 348,679 | SEC filing ↗Filed Oct 9, 2024 |
| Q2 2024 | 3.28% | 329,973 | SEC filing ↗Filed Jul 10, 2024 |
| Q1 2024 | 3.13% | 313,662 | SEC filing ↗Filed Apr 25, 2024 |
| Q4 2023 | 3.18% | 309,361 | SEC filing ↗Filed Jan 19, 2024 |
| Q3 2023 | 3.13% | 308,889 | SEC filing ↗Filed Oct 17, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 3.13% | 308,889 | $13.50M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 17, 2023 |
| Q4 2023 | 3.18% | 309,361 | $14.82M | Shares increased 0.15%; reported value increased 9.73%, and weight changed +0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 19, 2024 |
| Q1 2024 | 3.13% | 313,662 | $15.74M | Shares increased 1.39%; reported value increased 6.20%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 25, 2024 |
| Q2 2024 | 3.28% | 329,973 | $16.31M | Shares increased 5.20%; reported value increased 3.63%, and weight changed +0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 10, 2024 |
| Q3 2024 | 3.34% | 348,679 | $18.41M | Shares increased 5.67%; reported value increased 12.92%, and weight changed +0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 9, 2024 |
| Q4 2024 | 3.40% | 377,164 | $18.04M | Shares increased 8.17%; reported value decreased 2.05%, and weight changed +0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 21, 2025 |
| Q1 2025 | 3.62% | 390,253 | $19.84M | Shares increased 3.47%; reported value increased 9.98%, and weight changed +0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 22, 2025 |
| Q2 2025 | 4.04% | 396,615 | $22.61M | Shares increased 1.63%; reported value increased 13.99%, and weight changed +0.42 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 25, 2025 |
| Q3 2025 | 4.90% | 497,805 | $29.83M | Shares increased 25.51%; reported value increased 31.92%, and weight changed +0.86 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 20, 2025 |
| Q4 2025 | 5.25% | 519,020 | $32.42M | Shares increased 4.26%; reported value increased 8.70%, and weight changed +0.35 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 20, 2026 |
| Q1 2026 | 5.42% | 540,708 | $34.65M | Shares increased 4.18%; reported value increased 6.86%, and weight changed +0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 13, 2026 |
| Q2 2026 | 5.68% | 529,920 | $37.76M | Shares decreased 2.00%; reported value increased 8.97%, and weight changed +0.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 17, 2026 |
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