Forum Financial Management, LP
Position in VEU — Vanguard FTSE All-World Ex-US ETF
CIK 1911832
LOMBARD, IL
Position in VEU
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$606,507
+$49,217 QoQ
Shares Held
8,076
+6.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 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
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $606,507 | 8,076 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $557,290 | 7,576 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $556,543 | 7,798 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $526,937 | 7,839 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $473,026 | 7,798 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $238,710 | 4,158 | Shares | Sole | 2025-02-20 | |
| 2024-09-30 | $257,418 | 4,086 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $270,271 | 4,609 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $924,675 | 15,766 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $885,103 | 15,766 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $817,782 | 15,766 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $885,577 | 16,276 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $880,597 | 16,469 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $831,872 | 16,591 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $735,976 | 16,591 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $833,882 | 16,691 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,080,100 | 18,755 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,153,718 | 18,827 | Shares | Sole | 2022-02-18 | |
| No filing history on record for this holder in this stock. | ||||||