Selective Wealth Management, Inc.

Position in VEA — Vanguard FTSE Developed Markets ETF

CIK 1755670 FOREST, VA

Position in VEA

as of Mar 31, 2026 · filed Apr 30, 2026 Compact

Position Value

$692,256

+$41,444 QoQ

Shares Held

10,803

+3.7% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.89%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 99% Shared 0% None 1%

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$692,256	10,803	+3.7%	Shares	Sole	2026-04-30
2025-12-31	$650,812	10,418	+2.2%	Shares	Sole	2026-01-16
2025-09-30	$610,764	10,193	+63.3%	Shares	Sole	2025-10-10
2025-06-30	$355,742	6,240	+0.2%	Shares	Sole	2025-07-10
2025-03-31	$316,569	6,228	+4.3%	Shares	Sole	2025-04-14
2024-12-31	$285,676	5,974	0.0%	Shares	Sole	2025-01-15
2024-09-30	$315,486	5,974	0.0%	Shares	Sole	2024-10-09
2024-06-30	$295,235	5,974	0.0%	Shares	Sole	2024-07-10
2024-03-31	$299,715	5,974	0.0%	Shares	Sole	2024-04-11
2023-12-31	$286,154	5,974	0.0%	Shares	Sole	2024-01-05
2023-09-30	$261,183	5,974	-28.4%	Shares	Sole	2023-10-10
2023-06-30	$385,418	8,346	+23.2%	Shares	Sole	2023-07-11
2022-09-30	$246,375	6,776	-31.1%	Shares	Sole	2022-10-21
2022-06-30	$401,472	9,840	+43.9%	Shares	Sole	2022-07-28
2022-03-31	$328,525	6,840	+21275.0%	Shares	Sole	2022-04-20
2021-12-31	$1,633	32	+3100.0%	Shares	Sole	2022-01-18
2021-09-30	$50	1	0.0%	Shares	Sole	2021-10-27
2021-06-30	$51	1	-99.9%	Shares	Sole	2021-08-04
2021-03-31	$52,007	1,059	-71.1%	Shares	Sole	2021-04-09
2020-12-31	$172,741	3,659	+9.9%	Shares	Sole	2021-01-22
2020-09-30	$136,115	3,328	-18.5%	Shares	Sole	2020-10-21
2020-06-30	$158,301	4,081	+189.4%	Shares	Sole	2020-07-15
2020-03-31	$47,008	1,410	—	Shares	Other	2020-04-16
No filing history on record for this holder in this stock.