Holos Integrated Wealth LLC
Position in VEA — Vanguard FTSE Developed Markets ETF
CIK 2080096
KENNETT SQUARE, PA
Position in VEA
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$2,740,829
+$43,562 QoQ
Shares Held
42,772
-0.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
4.90%
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 | $2,740,829 | 42,772 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $2,697,267 | 43,177 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $2,688,670 | 44,871 | Shares | Sole | 2026-01-05 | |
| 2025-06-30 | $2,511,689 | 44,057 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,212,477 | 43,527 | Shares | Sole | 2025-08-08 | |
| 2024-12-31 | $1,971,188 | 41,221 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||