Uptown Financial Advisors LLC
Position in VEA — Vanguard FTSE Developed Markets ETF
CIK 2066147
DALLAS, TX
Position in VEA
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$3,480,120
+$131,791 QoQ
Shares Held
54,309
+1.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
13.92%
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 | $3,480,120 | 54,309 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $3,348,329 | 53,599 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $3,099,182 | 51,722 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $2,945,991 | 51,675 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $2,493,059 | 49,047 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $2,273,506 | 47,543 | Shares | Sole | 2025-04-29 | |
| No filing history on record for this holder in this stock. | ||||||