BWM Planning, LLC
Position in VEA — Vanguard FTSE Developed Markets ETF
CIK 2039698
THE WOODLANDS, TX
Position in VEA
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$568,197
+$14,276 QoQ
Shares Held
8,867
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $568,197 | 8,867 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $553,921 | 8,867 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $530,232 | 8,849 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $504,310 | 8,846 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $449,388 | 8,841 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $422,633 | 8,838 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $444,026 | 8,408 | Shares | Sole | 2024-10-09 | |
| No filing history on record for this holder in this stock. | ||||||