SEC 13F Intelligence

Lifeplan Financial Group, Inc / VEA

Lifeplan Financial Group, Inc’s Vanguard Tax-Managed Fds Position

Does Lifeplan Financial Group, Inc own Vanguard Tax-Managed Fds (VEA)? Yes — 125.6K shares worth $5M (+2.21% of its 13F portfolio) as of Q3 2020, down from 142.7K shares the prior filed quarter.

Position Value
$5M
Q3 2020
Shares
125.6K
% of Portfolio
+2.21%
Quarters Held
8
currently held

Position History VEA

Reported value by quarter
Q4 ’18: $5MQ4 ’18Q1 ’19: $6MQ1 ’19Q2 ’19: $6MQ2 ’19Q3 ’19: $6MQ3 ’19Q4 ’19: $7MQ4 ’19Q1 ’20: $5MQ1 ’20Q2 ’20: $6MQ2 ’20Q3 ’20: $5MQ3 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q3 2020125.6K$5M+2.21%
Q2 2020142.7K$6M+2.52%
Q1 2020148.3K$5M+2.68%
Q4 2019157.0K$7M+3.08%
Q3 2019156.5K$6M+3.03%
Q2 2019154.2K$6M+3.10%
Q1 2019150.4K$6M+3.28%
Q4 2018146.3K$5M+3.39%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lifeplan Financial Group, Inc’s full portfolio or all institutional holders of VEA.