Mittelman Wealth Management VEA holdings history
VANGUARD FTSE DEVELOPED ETF · CUSIP 921943858 · CIK 2021464
As of 2026-06-30, Mittelman Wealth Management reported 35.18K VEA (shares), valued at $12.26M, or 8.11% of its reported non-derivative portfolio. Filed 2026-08-07.
Verify history & sources →Shares decreased 84.07%; reported value decreased 13.35%, and weight changed -0.71 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 8.11% | 35,179 | SEC filing ↗Filed Aug 7, 2026 |
| Q1 2026 | 8.82% | 220,830 | SEC filing ↗Filed May 15, 2026 |
| Q4 2025 | 8.69% | 214,116 | SEC filing ↗Filed Feb 17, 2026 |
| Q3 2025 | 8.08% | 205,932 | SEC filing ↗Filed Nov 17, 2025 |
| Q2 2025 | 9.50% | 197,471 | SEC filing ↗Filed Aug 8, 2025 |
| Q1 2025 | 11.64% | 253,873 | SEC filing ↗Filed May 15, 2025 |
| Q4 2024 | 11.63% | 261,338 | SEC filing ↗Filed Feb 18, 2025 |
| Q3 2024 | 11.69% | 389,465 | SEC filing ↗Filed Nov 18, 2024 |
| Q2 2024 | 6.01% | 187,508 | SEC filing ↗Filed Aug 12, 2024 |
| Q1 2024 | 6.01% | 176,942 | SEC filing ↗Filed May 6, 2024 |
| Q4 2023 | Not reported | Not reported | No filing this quarter |
| Q3 2023 | Not reported | Not reported | No filing this quarter |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q4 2023 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q1 2024 | 6.01% | 176,942 | $8.88M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed May 6, 2024 |
| Q2 2024 | 6.01% | 187,508 | $9.27M | Shares increased 5.97%; reported value increased 4.39%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 12, 2024 |
| Q3 2024 | 11.69% | 389,465 | $20.57M | Shares increased 107.71%; reported value increased 121.95%, and weight changed +5.68 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 18, 2024 |
| Q4 2024 | 11.63% | 261,338 | $12.50M | Shares decreased 32.90%; reported value decreased 39.24%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 18, 2025 |
| Q1 2025 | 11.64% | 253,873 | $12.90M | Shares decreased 2.86%; reported value increased 3.26%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2025 |
| Q2 2025 | 9.50% | 197,471 | $11.26M | Shares decreased 22.22%; reported value decreased 12.76%, and weight changed -2.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 8, 2025 |
| Q3 2025 | 8.08% | 205,932 | $12.34M | Shares increased 4.28%; reported value increased 9.61%, and weight changed -1.42 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 17, 2025 |
| Q4 2025 | 8.69% | 214,116 | $13.38M | Shares increased 3.97%; reported value increased 8.40%, and weight changed +0.61 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 17, 2026 |
| Q1 2026 | 8.82% | 220,830 | $14.15M | Shares increased 3.14%; reported value increased 5.79%, and weight changed +0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2026 |
| Q2 2026 | 8.11% | 35,179 | $12.26M | Shares decreased 84.07%; reported value decreased 13.35%, and weight changed -0.71 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 7, 2026 |
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