Partners in Financial Planning VEA holdings history
VANGUARD FTSE DEVELOPED ETF · CUSIP 921943858 · CIK 2054264
As of 2026-06-30, Partners in Financial Planning reported 771.76K VEA (shares), valued at $54.99M, or 8.34% of its reported non-derivative portfolio. Filed 2026-08-10.
Verify history & sources →Shares decreased 2.24%; reported value increased 8.69%, and weight changed -0.05 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 | 8.34% | 771,756 | SEC filing ↗Filed Aug 10, 2026 |
| Q1 2026 | 8.39% | 789,474 | SEC filing ↗Filed May 11, 2026 |
| Q4 2025 | 8.22% | 777,465 | SEC filing ↗Filed Feb 2, 2026 |
| Q3 2025 | 8.03% | 775,066 | SEC filing ↗Filed Nov 10, 2025 |
| Q2 2025 | 8.19% | 778,594 | SEC filing ↗Filed Aug 4, 2025 |
| Q1 2025 | 8.36% | 818,537 | SEC filing ↗Filed Apr 30, 2025 |
| Q4 2024 | 7.45% | 764,163 | SEC filing ↗Filed Feb 12, 2025 |
| Q3 2024 | 7.99% | 750,270 | SEC filing ↗Filed Feb 26, 2025 |
| Q2 2024 | 8.03% | 747,466 | SEC filing ↗Filed Feb 26, 2025 |
| Q1 2024 | 8.17% | 731,539 | SEC filing ↗Filed Feb 26, 2025 |
| Q4 2023 | 8.09% | 719,587 | SEC filing ↗Filed Feb 26, 2025 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 8.09% | 719,587 | $34.47M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Feb 26, 2025 |
| Q1 2024 | 8.17% | 731,539 | $36.70M | Shares increased 1.66%; reported value increased 6.48%, and weight changed +0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 26, 2025 |
| Q2 2024 | 8.03% | 747,466 | $36.94M | Shares increased 2.18%; reported value increased 0.65%, and weight changed -0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 26, 2025 |
| Q3 2024 | 7.99% | 750,270 | $39.62M | Shares increased 0.38%; reported value increased 7.26%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 26, 2025 |
| Q4 2024 | 7.45% | 764,163 | $36.54M | Shares increased 1.85%; reported value decreased 7.77%, and weight changed -0.54 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 12, 2025 |
| Q1 2025 | 8.36% | 818,537 | $41.61M | Shares increased 7.12%; reported value increased 13.86%, and weight changed +0.91 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 30, 2025 |
| Q2 2025 | 8.19% | 778,594 | $44.39M | Shares decreased 4.88%; reported value increased 6.69%, and weight changed -0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 4, 2025 |
| Q3 2025 | 8.03% | 775,066 | $46.44M | Shares decreased 0.45%; reported value increased 4.63%, and weight changed -0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 10, 2025 |
| Q4 2025 | 8.22% | 777,465 | $48.57M | Shares increased 0.31%; reported value increased 4.58%, and weight changed +0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 2, 2026 |
| Q1 2026 | 8.39% | 789,474 | $50.59M | Shares increased 1.54%; reported value increased 4.16%, and weight changed +0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 11, 2026 |
| Q2 2026 | 8.34% | 771,756 | $54.99M | Shares decreased 2.24%; reported value increased 8.69%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 10, 2026 |
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