MARSHALL FINANCIAL GROUP INC /ADV: VEA position timeline

MARSHALL FINANCIAL GROUP INC /ADV held 175,655 VEA shares at 2025-09-30 per its 13F-HR filed 2025-11-04.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 175,655 shares

   Change vs previous 13F -2,307 shares

   2.9% of the 13F portfolio, value $10,525,231.

   13F-HR 0000701189-25-000003 filed by MARSHALL FINANCIAL GROUP INC /ADV
   Filed 2025-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2025-06-30

   13F 177,962 shares

   Change vs previous 13F -6,262 shares

   3.04% of the 13F portfolio, value $10,145,620.

   13F-HR 0001221073-25-000070 filed by MARSHALL FINANCIAL GROUP INC /ADV
   Filed 2025-08-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-03-31

   13F 184,224 shares

   Change vs previous 13F -4,480 shares

   2.95% of the 13F portfolio, value $9,364,081.

   13F-HR 0001221073-25-000048 filed by MARSHALL FINANCIAL GROUP INC /ADV
   Filed 2025-05-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-12-31

   13F 188,704 shares

   Change vs previous 13F +130 shares

   2.76% of the 13F portfolio, value $9,023,826.

   13F-HR 0001221073-25-000011 filed by MARSHALL FINANCIAL GROUP INC /ADV
   Filed 2025-01-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 188,574 shares

   Change vs previous 13F -1,607 shares

   3.01% of the 13F portfolio, value $9,958,575.

   13F-HR 0001221073-24-000096 filed by MARSHALL FINANCIAL GROUP INC /ADV
   Filed 2024-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2024-06-30

   13F 190,181 shares

   Change vs previous 13F +1,166 shares

   3.05% of the 13F portfolio, value $9,398,765.

   13F-HR 0001221073-24-000061 filed by MARSHALL FINANCIAL GROUP INC /ADV
   Filed 2024-08-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-03-31

   13F 189,015 shares

   Change vs previous 13F -60 shares

   3.13% of the 13F portfolio, value $9,482,892.

   13F-HR 0001221073-24-000038 filed by MARSHALL FINANCIAL GROUP INC /ADV
   Filed 2024-05-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2023-12-31

   13F 189,075 shares

   Change vs previous 13F not available

   3.23% of the 13F portfolio, value $9,056,690.

   13F-HR 0001221073-24-000013 filed by MARSHALL FINANCIAL GROUP INC /ADV
   Filed 2024-02-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).