Level Wealth Management LLC
Position in VEA — Vanguard FTSE Developed Markets ETF
CIK 2036775
GREENSBORO, NC
Position in VEA
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$23,899,212
+$2,623,742 QoQ
Shares Held
372,959
+9.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
48.97%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $23,899,212 | 372,959 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $21,275,470 | 340,571 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $21,086,207 | 351,906 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $18,659,601 | 327,304 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $19,274,888 | 379,203 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $16,013,100 | 334,862 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||