Oak Wealth Advisors LLC
Position in VEA — Vanguard FTSE Developed Markets ETF
CIK 2056728
NORTHBROOK, IL
Position in VEA
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$711,800
-$9,666 QoQ
Shares Held
11,108
-3.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
5.92%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $711,800 | 11,108 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $721,466 | 11,549 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $692,016 | 11,549 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $639,481 | 11,217 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $556,385 | 10,946 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $511,482 | 10,696 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||