Next Level Wealth Planning, LLC
Position in VEU — Vanguard FTSE All-World Ex-US ETF
CIK 2044208
Meridian, ID
Position in VEU
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$5,040,561
-$268,705 QoQ
Shares Held
67,118
-7.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
19.60%
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 VEU Over Time
Shares Held
Position Value (USD)
All Filings in VEU
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,040,561 | 67,118 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $5,309,266 | 72,176 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $5,130,432 | 71,885 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $4,748,286 | 70,638 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $5,001,720 | 82,455 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $5,845,371 | 101,818 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||