Forum Financial Management, LP
Position in VEA — Vanguard FTSE Developed Markets ETF
CIK 1911832
LOMBARD, IL
Position in VEA
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$4,041,140
+$132,206 QoQ
Shares Held
63,064
+0.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 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
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,041,140 | 63,064 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $3,908,934 | 62,573 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $3,720,731 | 62,095 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $3,818,471 | 66,979 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $3,349,340 | 65,893 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $3,269,022 | 68,361 | Shares | Other | 2025-02-20 | |
| 2024-09-30 | $3,265,822 | 61,841 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $2,817,581 | 57,013 | Shares | Other | 2024-07-30 | |
| 2024-03-31 | $3,156,144 | 62,909 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $3,086,244 | 64,431 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $2,671,466 | 61,104 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $2,595,499 | 56,204 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $2,358,099 | 52,205 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $2,461,960 | 58,660 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $1,509,958 | 41,528 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,952,402 | 47,853 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,953,812 | 40,679 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,834,790 | 35,934 | Shares | Sole | 2022-02-18 | |
| No filing history on record for this holder in this stock. | ||||||