Skip to main content

PlanVest Financial, Inc

Position in VEA — Vanguard FTSE Developed Markets ETF

CIK 2135239 GAITHERSBURG, MD

Position in VEA

as of Mar 31, 2026 · filed May 14, 2026
Position Value
$1,083,336
New position
Shares Held
16,906
first reported quarter
Ownership
of shares outstanding
% of Portfolio
2.61%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority Sole 100% Shared 0% None 0%

All Filings in VEA

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-03-31 $1,083,336 16,906