Institute for Wealth Management, LLC.
Position in VEA — Vanguard FTSE Developed Markets ETF
CIK 1533954
DENVER, CO
Position in VEA
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$2,388,197
+$372,166 QoQ
Shares Held
37,269
+15.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VEA Over Time
Shares Held
Position Value (USD)
All Filings in VEA
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,388,197 | 37,269 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,016,031 | 32,272 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,960,882 | 32,725 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,901,112 | 33,347 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,707,481 | 33,592 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $927,181 | 19,389 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,102,725 | 20,881 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,026,651 | 20,774 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,194,597 | 23,811 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,289,420 | 26,919 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,215,328 | 27,798 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,339,589 | 29,008 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $1,385,002 | 30,662 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $1,237,737 | 29,491 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,389,497 | 38,215 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $1,623,228 | 39,785 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $1,957,846 | 40,763 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $2,114,649 | 41,415 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $2,240,544 | 44,376 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,393,516 | 46,458 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $2,307,040 | 46,977 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $2,126,527 | 45,044 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $1,801,849 | 44,055 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,738,335 | 44,814 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $1,833,466 | 54,993 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||