Circle Wealth Management, LLC
Position in VEA — Vanguard FTSE Developed Markets ETF
CIK 1578242
SUMMIT, NJ
Position in VEA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$272,388
+$27,411 QoQ
Shares Held
3,823
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#628
of 705 holders
Holding Since
Sep 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $272,388 | 3,823 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $244,977 | 3,823 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $315,785 | 5,055 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $229,074 | 3,823 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $217,949 | 3,823 | Shares | Sole | 2025-08-14 | |
| 2024-09-30 | $201,892 | 3,823 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||