Circle Wealth Management, LLC
Position in VEU — Vanguard FTSE All-World Ex-US ETF
CIK 1578242
SUMMIT, NJ
Position in VEU
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$16,138,792
+$1,666,872 QoQ
Shares Held
192,702
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#86
of 422 holders
Holding Since
Mar 2020
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VEU Over Time
Shares Held
Position Value (USD)
All Filings in VEU
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,138,792 | 192,702 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $14,471,920 | 192,702 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $14,175,159 | 192,702 | Shares | Sole | 2026-02-13 | |
| 2020-03-31 | $359,827 | 8,772 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||