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CASTLE WEALTH MANAGEMENT LLC

Position in VEA — Vanguard FTSE Developed Markets ETF

CIK 1936420 BOYNTON BEACH, FL

Position in VEA

as of Mar 31, 2026 · filed May 1, 2026
Position Value
$3,062,511
+$57,767 QoQ
Shares Held
47,792
-0.6% QoQ
Ownership
of shares outstanding
% of Portfolio
4.04%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Jun 2022
16 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
16 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $3,062,511 47,792
2025-12-31 $3,004,744 48,099
2025-09-30 $2,933,623 48,959
2025-06-30 $2,800,730 49,127
2025-03-31 $2,637,416 51,887
2024-12-31 $2,486,640 52,000
2024-09-30 $2,690,616 50,949
2024-06-30 $2,607,498 52,762
2024-03-31 $2,752,175 54,857
2023-12-31 $2,684,028 56,034
2023-09-30 $2,757,813 63,079
2023-06-30 $3,053,513 66,122
2023-03-31 $3,805,346 84,245
2022-12-31 $4,839,644 115,312
2022-09-30 $4,172,273 114,749
2022-06-30 $5,376,501 131,777