PERSPECTIVE WEALTH ADVISORS LLC
Position in VEA — Vanguard FTSE Developed Markets ETF
CIK 2080427
LOVELAND, CO
Position in VEA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$15,114,476
+$13,306,652 QoQ
Shares Held
212,133
+651.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
25.73%
of 13F equity value
Holder Rank
#201
of 705 holders
Holding Since
Dec 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,114,476 | 212,133 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,807,824 | 28,212 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,787,828 | 28,619 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||