LIBERTY WEALTH MANAGEMENT LLC

Position in VEU — Vanguard FTSE All-World Ex-US ETF

CIK 1769302 OAKLAND, CA

Position in VEU

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$8,614,871

+$69,112 QoQ

Shares Held

114,712

-1.3% QoQ

Ownership

—

of shares outstanding

% of Portfolio

4.27%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$8,614,871	114,712	-1.3%	Shares	Sole	2026-05-12
2025-12-31	$8,545,759	116,174	+4.4%	Shares	Sole	2026-02-04
2025-09-30	$7,939,627	111,246	-1.4%	Shares	Sole	2025-10-31
2025-06-30	$7,582,012	112,794	+6.6%	Shares	Sole	2025-08-01
2024-12-31	$6,073,805	105,797	+3.5%	Shares	Sole	2025-02-10
2024-09-30	$6,439,419	102,213	+0.9%	Shares	Sole	2024-11-04
2024-06-30	$5,940,818	101,310	+1.4%	Shares	Sole	2024-08-07
2024-03-31	$5,861,129	99,934	+11629.3%	Shares	Sole	2024-05-03
2023-12-31	$5,473	852	-99.2%	Shares	Sole	2024-02-09
2023-09-30	$5,304,693	102,269	+1.1%	Shares	Sole	2023-11-13
2023-06-30	$5,505,367	101,183	+1.6%	Shares	Sole	2023-08-10
2023-03-31	$5,326,520	99,617	-8.0%	Shares	Sole	2023-05-03
2022-09-30	$4,804,764	108,313	-3.5%	Shares	Sole	2022-11-15
2022-06-30	$5,604,812	112,186	+3.6%	Shares	Sole	2022-08-15
2022-03-31	$6,234,001	108,248	+15.7%	Shares	Sole	2022-05-09
2021-12-31	$5,735,624	93,597	-0.7%	Shares	Sole	2022-02-15
2021-12-31	$374,482	6,111	—	Principal	Sole	2022-02-15
2021-09-30	$5,745,175	94,245	+12.0%	Shares	Sole	2021-11-15
2021-06-30	$5,334,712	84,157	+14.5%	Shares	Sole	2021-08-13
2021-03-31	$4,459,433	73,491	0.0%	Shares	Sole	2021-05-17
2020-12-31	$4,288,934	73,491	+10.6%	Shares	Sole	2021-02-09
2020-09-30	$3,352,604	66,454	+8.7%	Shares	Sole	2020-11-05
2020-06-30	$2,911,351	61,150	+63.3%	Shares	Sole	2020-08-04
2020-03-31	$1,536,486	37,457	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.