Compass Planning Associates Inc
Position in VEU — Vanguard FTSE All-World Ex-US ETF
CIK 2046823
GREENFIELD, MA
Position in VEU
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$13,698,840
+$1,239,910 QoQ
Shares Held
182,408
+7.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
19.82%
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 | $13,698,840 | 182,408 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $12,458,930 | 169,371 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $11,592,557 | 162,429 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $13,415,969 | 199,583 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $12,338,365 | 203,402 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $10,856,747 | 189,109 | Shares | Sole | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||