Form 13-F position report

VANGUARD FTSE DEVELOPED MARKET

Reported by ASSET PLANNING CORPORATION

VEA CUSIP 921943858 Manager CIK 0000007773

Reported 314,655 shares, up 2,820 (0.9%) from the prior quarter.

Reported value 5.7%; share count 0.9% vs. the prior quarter.

Added
% of reported 13F value 11.53% This manager · Q1 2024
Shares 314,655 Quarter-end amount reported
Reported value $15,786,231 Fair value at quarter end
Consecutive quarters held 14 Through Q1 2024

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Reported position value by quarter
Date Holding Value
2020-12-31 11683000
2021-03-31 11654000
2021-06-30 12579000
2021-09-30 13507000
2021-12-31 14910000
2022-03-31 14677000
2022-06-30 12925000
2022-09-30 11633000
2022-12-31 13096600
2023-03-31 12817763
2023-06-30 13361380
2023-09-30 13098493
2023-12-31 14936912
2024-03-31 15786231
2024-06-30 15769977
2024-09-30 7252363
2024-12-31 6591938
2025-03-31 6740157
2025-06-30 7151463
2025-09-30 7526623

Quarterly position history

How this manager's reported quarter-end position changed over time.

20 quarters
Quarterly reported position history for VANGUARD FTSE DEVELOPED MARKET held by ASSET PLANNING CORPORATION.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q3 2025 Added 125,611 +169 (0.1%) 3.57% $7,526,623 2025-11-06
Q2 2025 Reduced 125,442 -7,160 (-5.4%) 3.81% $7,151,463 2025-07-23
Q1 2025 Reduced 132,602 -5,247 (-3.8%) 3.97% $6,740,157 2025-05-12
Q4 2024 Added 137,849 +520 (0.4%) 4.13% $6,591,938 2025-01-24
Q3 2024 Reduced 137,329 -181,772 (-57.0%) 4.73% $7,252,363 2024-10-21
Q2 2024 Added 319,101 +4,446 (1.4%) 11.8% $15,769,977 2024-07-31
Q1 2024 Added 314,655 +2,820 (0.9%) 11.53% $15,786,231 2024-04-29
Q4 2023 Added 311,835 +12,235 (4.1%) 11.54% $14,936,912 2024-01-18
Q3 2023 Added 299,600 +10,267 (3.5%) 10.08% $13,098,493 2023-10-16
Q2 2023 Added 289,333 +5,566 (2.0%) 10.16% $13,361,380 2023-07-12
Q1 2023 Reduced 283,767 -28,280 (-9.1%) 10.3% $12,817,763 2023-04-14
Q4 2022 Reduced 312,047 -7,888 (-2.5%) 10.9% $13,096,600 2023-01-27
Q3 2022 Added 319,935 +3,153 (1.0%) 10.89% $11,633,000 2022-10-31
Q2 2022 Added 316,782 +11,195 (3.7%) 11.23% $12,925,000 2022-07-27
Q1 2022 Added 305,587 +13,587 (4.7%) 12.81% $14,677,000 2022-05-13
Q4 2021 Added 292,000 +24,478 (9.1%) 12.75% $14,910,000 2022-02-08
Q3 2021 Added 267,522 +23,368 (9.6%) 12.5% $13,507,000 2021-11-16
Q2 2021 Added 244,154 +6,856 (2.9%) 12.25% $12,579,000 2021-08-16
Q1 2021 Reduced 237,298 -10,164 (-4.1%) 12.12% $11,654,000 2021-05-17
Q4 2020 New 247,462 +247,462 (0.0%) 11.6% $11,683,000 2021-02-16

Who else reported the position

2236 managers reported VANGUARD FTSE DEVELOPED MARKET for Q1 2024.

Managers reporting VANGUARD FTSE DEVELOPED MARKET in Q1 2024.
Manager Activity Shares Change % of reported 13F Reported value Tenure
Bank of America Corporation Added 159,027,295 +8,404,947 0.72% $7,978,399,407 44 qtrs
Creative Planning Added 133,211,487 +6,791,023 7.41% $6,683,220,281 44 qtrs
Betterment LLC Added 119,206,500 +9,445,171 16.05% $5,980,590,000 38 qtrs
ENVESTNET ASSET MANAGEMENT INC Added 94,628,421 +5,874,613 1.77% $4,747,507,895 44 qtrs
JONES FINANCIAL COMPANIES LLLP Added 80,163,643 +2,076,315 5.48% $4,021,809,986 33 qtrs
WELLS FARGO & COMPANY MN Added 63,119,363 +658,435 0.76% $3,166,698,362 44 qtrs
MORGAN STANLEY Added 55,317,778 +680,682 0.22% $2,775,293,000 44 qtrs
Wealthfront Advisers LLC Added 55,106,704 +1,036,591 9.67% $2,764,703,337 22 qtrs
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added 48,559,821 +2,687,870 2.5% $2,436,267,415 44 qtrs
The Goldman Sachs Group Inc Reduced 45,148,623 -1,148,152 0.4% $2,265,106,425 44 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
March 31, 2024
Filed
April 29, 2024
Filing type
13F-HR
Position type
VAN FTSE DEV MKT

Voting authority reported

Sole
0
Shared
0
None
314,655

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.