Essential Planning, LLC.
Position in VEA — Vanguard FTSE Developed Markets ETF
CIK 1949824
PORTSMOUTH, NH
Position in VEA
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$4,627,280
+$859,840 QoQ
Shares Held
72,211
+19.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
11.76%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VEA Over Time
Shares Held
Position Value (USD)
All Filings in VEA
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,627,280 | 72,211 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $3,767,440 | 60,308 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $2,629,169 | 43,878 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,627,578 | 28,549 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,043,590 | 20,531 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $24,242,062 | 506,944 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $373,049 | 7,064 | Shares | Sole | 2024-11-07 | |
| No filing history on record for this holder in this stock. | ||||||