LIBERTY WEALTH MANAGEMENT LLC

Position in VEA — Vanguard FTSE Developed Markets ETF

CIK 1769302 OAKLAND, CA

Position in VEA

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$1,785,461

-$217,077 QoQ

Shares Held

27,863

-13.1% 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 0% Shared 0% None 100%

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,785,461	27,863	-13.1%	Shares	Sole	2026-05-12
2025-12-31	$2,002,538	32,056	-2.2%	Shares	Sole	2026-02-04
2025-09-30	$1,964,237	32,781	+0.3%	Shares	Sole	2025-10-31
2025-06-30	$1,863,371	32,685	+0.0%	Shares	Sole	2025-08-01
2024-12-31	$1,562,805	32,681	+0.9%	Shares	Sole	2025-02-10
2024-09-30	$1,710,304	32,386	-0.3%	Shares	Sole	2024-11-04
2024-06-30	$1,604,815	32,473	+9.2%	Shares	Sole	2024-08-07
2024-03-31	$1,491,955	29,738	+284.2%	Shares	Sole	2024-05-03
2023-12-31	$1,336	7,740	-69.0%	Shares	Sole	2024-02-09
2023-09-30	$1,091,382	24,963	-7.2%	Shares	Sole	2023-11-13
2023-06-30	$1,242,195	26,899	+5.0%	Shares	Sole	2023-08-10
2023-03-31	$1,157,255	25,620	-46.7%	Shares	Sole	2023-05-03
2022-09-30	$1,746,733	48,040	+19.1%	Shares	Sole	2022-11-15
2022-06-30	$1,645,504	40,331	-8.9%	Shares	Sole	2022-08-15
2022-03-31	$2,127,296	44,291	+2312.4%	Shares	Sole	2022-05-09
2021-12-31	$93,746	1,836	-96.0%	Shares	Sole	2022-02-15
2021-12-31	$2,230,657	43,687	—	Principal	Sole	2022-02-15
2021-09-30	$2,322,387	45,997	+115.8%	Shares	Sole	2021-11-15
2021-06-30	$1,098,303	21,318	+10.9%	Shares	Sole	2021-08-13
2021-03-31	$943,992	19,222	0.0%	Shares	Sole	2021-05-17
2020-12-31	$907,470	19,222	+2.9%	Shares	Sole	2021-02-09
2020-09-30	$764,298	18,687	+7.3%	Shares	Sole	2020-11-05
2020-06-30	$675,721	17,420	-13.5%	Shares	Sole	2020-08-04
2020-03-31	$671,567	20,143	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.