Capital Planning Advisors, LLC
Position in VEA — Vanguard FTSE Developed Markets ETF
CIK 1631941
Roseville, CA
Position in VEA
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$53,975,737
+$2,302,740 QoQ
Shares Held
842,318
+1.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
14.91%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VEA Over Time
Shares Held
Position Value (USD)
All Filings in VEA
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $53,975,737 | 842,318 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $51,672,997 | 827,165 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $48,408,648 | 807,888 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $43,521,034 | 763,393 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $21,503,631 | 423,050 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $19,940,270 | 416,986 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $21,347,544 | 404,233 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $20,762,182 | 420,117 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $19,715,003 | 392,964 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $18,742,407 | 391,282 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $17,442,924 | 398,969 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $18,419,308 | 398,859 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $18,286,938 | 404,847 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||