XY Planning Network, Inc.
Position in VEA — Vanguard FTSE Developed Markets ETF
CIK 1873438
BOZEMAN, MT
Position in VEA
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$17,669,611
+$1,936,230 QoQ
Shares Held
275,743
+9.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
16.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,669,611 | 275,743 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $15,733,381 | 251,855 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $7,981,643 | 133,205 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $7,594,017 | 133,205 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $4,664,211 | 91,761 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $2,081,030 | 43,518 | Shares | Sole | 2025-02-27 | |
| No filing history on record for this holder in this stock. | ||||||