Holistic Financial Partners

Position in VEA — Vanguard FTSE Developed Markets ETF

CIK 1729304 INDIANAPOLIS, IN

Position in VEA

as of Mar 31, 2026 · filed May 5, 2026 Compact

Position Value

$601,390

-$29,432 QoQ

Shares Held

9,385

-7.1% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.45%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$601,390	9,385	-7.1%	Shares	Sole	2026-05-05
2025-12-31	$630,822	10,098	+3.4%	Shares	Sole	2026-01-07
2025-09-30	$585,118	9,765	+7.0%	Shares	Sole	2025-11-07
2025-06-30	$520,330	9,127	+22.3%	Shares	Sole	2025-08-05
2025-03-31	$379,191	7,460	0.0%	Shares	Sole	2025-05-06
2024-12-31	$356,737	7,460	-2.1%	Shares	Sole	2025-02-04
2024-09-30	$402,359	7,619	0.0%	Shares	Sole	2024-11-07
2024-06-30	$376,530	7,619	-0.5%	Shares	Sole	2024-07-30
2024-03-31	$384,252	7,659	0.0%	Shares	Sole	2024-05-08
2023-12-31	$366,866	7,659	+6.2%	Shares	Sole	2024-02-14
2023-09-30	$315,396	7,214	-23.9%	Shares	Sole	2023-11-08
2023-06-30	$437,832	9,481	-14.0%	Shares	Sole	2023-08-09
2023-03-31	$498,179	11,029	+0.1%	Shares	Sole	2023-05-04
2022-12-31	$462,383	11,017	-10.0%	Shares	Sole	2023-02-07
2022-09-30	$445,191	12,244	0.0%	Shares	Sole	2022-11-09
2022-06-30	$499,555	12,244	-2.6%	Shares	Sole	2022-08-02
2022-03-31	$603,977	12,575	0.0%	Shares	Sole	2022-05-13
2021-12-31	$642,079	12,575	-1.2%	Shares	Sole	2022-02-11
2021-09-30	$642,939	12,734	0.0%	Shares	Sole	2021-11-12
2021-06-30	$656,055	12,734	-0.5%	Shares	Sole	2021-08-13
2021-03-31	$628,215	12,792	-2.3%	Shares	Sole	2021-05-11
2020-12-31	$618,356	13,098	-6.7%	Shares	Sole	2021-02-10
2020-09-30	$574,481	14,046	-50.3%	Shares	Sole	2020-11-13
2020-06-30	$1,097,291	28,288	-62.8%	Shares	Sole	2020-08-13
2020-03-31	$2,535,673	76,055	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.