Avantax Planning Partners, Inc.

Position in VEA — Vanguard FTSE Developed Markets ETF

CIK 1005441 DUBUQUE, IA

Position in VEA

as of Mar 31, 2026 · filed May 4, 2026 Compact

Position Value

$2,957,868

+$131,538 QoQ

Shares Held

46,159

+2.0% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.37%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,957,868	46,159	+2.0%	Shares	Sole	2026-05-04
2025-12-31	$2,826,330	45,243	-2.5%	Shares	Sole	2026-02-05
2025-09-30	$2,780,407	46,402	-7.5%	Shares	Sole	2025-10-31
2025-06-30	$2,858,367	50,138	-1.0%	Shares	Sole	2025-08-11
2025-03-31	$2,574,387	50,647	-1.3%	Shares	Sole	2025-04-29
2024-12-31	$2,454,600	51,330	-7.0%	Shares	Sole	2025-02-07
2024-09-30	$2,915,006	55,198	-4.8%	Shares	Sole	2024-11-14
2024-06-30	$2,865,371	57,980	-3.1%	Shares	Sole	2024-08-09
2024-03-31	$3,001,069	59,818	+86.0%	Shares	Sole	2024-05-03
2023-12-31	$1,540,655	32,164	+5.5%	Shares	Sole	2024-02-09
2023-09-30	$1,332,891	30,487	-32.8%	Shares	Sole	2023-11-06
2023-06-30	$2,096,618	45,401	+3.8%	Shares	Sole	2023-07-18
2023-03-31	$1,975,058	43,725	+0.2%	Shares	Sole	2023-04-21
2022-12-31	$1,832,200	43,655	+117.5%	Shares	Sole	2023-02-10
2022-09-30	$729,890	20,074	+213.9%	Shares	Sole	2022-10-14
2022-06-30	$260,916	6,395	-5.7%	Shares	Sole	2022-07-18
2022-03-31	$325,883	6,785	+71.1%	Shares	Sole	2022-05-09
2021-12-31	$202,503	3,966	-8.8%	Shares	Sole	2022-01-28
2021-03-31	$213,481	4,347	-32.7%	Shares	Sole	2021-05-06
2020-12-31	$304,976	6,460	—	Shares	Sole	2021-02-04
No filing history on record for this holder in this stock.