DWR WEALTH MANAGEMENT, LLC
Position in VEA — Vanguard FTSE Developed Markets ETF
CIK 2123012
SAN JOSE, CA
Position in VEA
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$9,036,241
+$72,858 QoQ
Shares Held
141,015
-1.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
28.64%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,036,241 | 141,015 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $8,963,383 | 143,483 | Shares | Sole | 2026-04-01 | |
| No filing history on record for this holder in this stock. | ||||||