LWM ADVISORS INC
Position in VEU — Vanguard FTSE All-World Ex-US ETF
CIK 2067328
El Dorado Hills, CA
Position in VEU
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$339,226
+$6,956 QoQ
Shares Held
4,517
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
16.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VEU Over Time
Shares Held
Position Value (USD)
All Filings in VEU
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $339,226 | 4,517 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $332,270 | 4,517 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $322,378 | 4,517 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $304,036 | 4,523 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $274,365 | 4,523 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $260,124 | 4,531 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||