Optivise Advisory Services LLC
Position in VEU — Vanguard FTSE All-World Ex-US ETF
CIK 2042876
FRANKLIN, TN
Position in VEU
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$253,162
+$5,192 QoQ
Shares Held
3,371
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $253,162 | 3,371 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $247,970 | 3,371 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $240,588 | 3,371 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $226,598 | 3,371 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $204,484 | 3,371 | Shares | Sole | 2025-04-18 | |
| 2024-09-30 | $215,712 | 3,424 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $200,783 | 3,424 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||