Wealthspire Retirement, LLC
PensionPosition in VEA — Vanguard FTSE Developed Markets ETF
CIK 2040084
ALISO VIEJO, CA
Position in VEA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$39,282,761
+$15,708,563 QoQ
Shares Held
551,337
+49.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
13.91%
of 13F equity value
Holder Rank
#126
of 705 holders
Holding Since
Mar 2020
26 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
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,282,761 | 551,337 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $23,574,198 | 367,887 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $22,093,077 | 353,659 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $22,224,447 | 370,902 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $20,991,310 | 368,204 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $17,827,860 | 350,735 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $16,112,949 | 336,950 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $16,522,928 | 312,875 | Shares | Sole | 2025-02-13 | |
| 2024-06-30 | $14,770,056 | 298,868 | Shares | Sole | 2025-02-13 | |
| 2024-03-31 | $14,425,580 | 287,534 | Shares | Sole | 2025-02-13 | |
| 2023-12-31 | $15,474,382 | 323,056 | Shares | Sole | 2025-02-13 | |
| 2023-09-30 | $13,406,082 | 306,635 | Shares | Sole | 2025-02-13 | |
| 2023-06-30 | $10,283,916 | 222,692 | Shares | Sole | 2025-02-13 | |
| 2023-03-31 | $10,003,619 | 221,466 | Shares | Sole | 2025-02-13 | |
| 2022-12-31 | $8,207,569 | 195,558 | Shares | Sole | 2025-02-13 | |
| 2022-09-30 | $5,789,275 | 159,221 | Shares | Sole | 2025-02-13 | |
| 2022-06-30 | $5,872,058 | 143,923 | Shares | Sole | 2025-02-13 | |
| 2022-03-31 | $6,266,954 | 130,480 | Shares | Sole | 2025-02-13 | |
| 2021-12-31 | $4,987,489 | 97,679 | Shares | Sole | 2025-02-13 | |
| 2021-09-30 | $4,513,604 | 89,396 | Shares | Sole | 2025-02-13 | |
| 2021-06-30 | $4,387,082 | 85,153 | Shares | Sole | 2025-02-13 | |
| 2021-03-31 | $3,192,297 | 65,003 | Shares | Sole | 2025-02-13 | |
| 2020-12-31 | $2,802,904 | 59,371 | Shares | Sole | 2025-02-13 | |
| 2020-09-30 | $1,964,140 | 48,023 | Shares | Sole | 2025-02-13 | |
| 2020-06-30 | $1,634,416 | 42,135 | Shares | Sole | 2025-02-13 | |
| 2020-03-31 | $925,251 | 27,752 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||