Compass Planning Associates Inc
Position in VEA — Vanguard FTSE Developed Markets ETF
CIK 2046823
GREENFIELD, MA
Position in VEA
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$1,530,422
+$39,264 QoQ
Shares Held
23,883
+0.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.21%
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 | $1,530,422 | 23,883 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,491,158 | 23,870 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,341,728 | 22,392 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,631,569 | 28,619 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $1,393,453 | 27,414 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $723,468 | 15,129 | Shares | Sole | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||