VEA VANGUARD FTSE ETF

Ownership history in Apriem Advisors  ·  30 quarters on record

AI Ownership Summary

Apriem Advisors reported VANGUARD FTSE ETF (VEA) in 30 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 3.99% in 2024 Q1. The latest visible filing shows VEA at 3.29% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VEA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Apriem Advisors's position in VANGUARD FTSE ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

VEA was reported at 3.29% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.99% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Apriem Advisors held VEA — position size vs. price
% of Fund (quarterly)    VEA price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 573,649 -5,148 -0.9% 3.29% $35.8M 2026-02-14 (Est.) $68.64
2025 Q3 REDUCED 578,797 -24,478 -4.1% 3.28% $34.7M 2025-11-10 $60.23
2025 Q2 REDUCED 603,275 -6,865 -1.1% 3.66% $34.4M 2025-08-14 $57.26
2025 Q1 REDUCED 610,140 -6,778 -1.1% 3.63% $31.0M 2025-05-15 $52.71
2024 Q4 REDUCED 616,918 -14,577 -2.3% 3.38% $29.5M 2025-02-05 $48.63
2024 Q3 REDUCED 631,495 -13,034 -2.0% 3.90% $33.3M 2024-11-14 $46.74
2024 Q2 ADDED 644,529 +12,150 +1.9% 3.90% $31.9M 2024-08-14 $47.31
2024 Q1 ADDED 632,379 +46,272 +7.9% 3.99% $31.7M 2024-05-15 $48.10
2023 Q4 REDUCED 586,107 -28,275 -4.6% 3.75% $28.1M 2024-02-14 $44.35
2023 Q3 ADDED 614,382 +46,592 +8.2% 3.94% $26.9M 2023-11-13 $40.45
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Apriem Advisors and VEA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Apriem Advisors reported owning VEA?

Apriem Advisors reported VEA across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported VEA position in Apriem Advisors's portfolio?

The largest reported portfolio weight for VEA was 3.99% in 2024 Q1.

What is the latest reported VEA position on this page?

The most recent filing on this page is 2025 Q4, when Apriem Advisors reported 573,649 shares, equal to 3.29% of portfolio, with an estimated market value of $35.8M.

What does the chart on this VEA ownership page compare?

The chart compares Apriem Advisors's quarterly VEA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Apriem Advisors Holdings