Heritage Family Offices, LLP
Family OfficePosition in VEA — Vanguard FTSE Developed Markets ETF
CIK 2019316
SCOTTSDALE, AZ
Position in VEA
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$7,152,353
+$6,084,179 QoQ
Shares Held
111,616
+552.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
6.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VEA Over Time
Shares Held
Position Value (USD)
All Filings in VEA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,152,353 | 111,616 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,068,174 | 17,099 | Shares | Sole | 2026-01-12 | |
| No filing history on record for this holder in this stock. | ||||||