BALANCED WEALTH GROUP LLC
Position in VEU — Vanguard FTSE All-World Ex-US ETF
CIK 2009783
WESTLAKE, OH
Position in VEU
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$10,190,243
+$345,635 QoQ
Shares Held
135,689
+1.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
12.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,190,243 | 135,689 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $9,844,608 | 133,831 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $9,584,205 | 134,289 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $9,045,055 | 134,559 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $8,256,978 | 136,119 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $7,740,590 | 134,830 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $8,244,117 | 130,859 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $7,645,483 | 130,380 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $8,188,771 | 139,621 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $7,094,467 | 126,371 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||