Adventist Health System/ West VEA VANGUARD TAX-MANAGED FDS

Ownership history in Adventist Health System/ West  ·  8 quarters on record

AI Ownership Summary

Adventist Health System/ West reported VANGUARD TAX-MANAGED FDS (VEA) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 12.86% in 2026 Q1. The latest visible filing shows VEA at 12.86% 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.

What this VEA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Adventist Health System/ West's position in VANGUARD TAX-MANAGED FDS, 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
2026 Q1

VEA was reported at 12.86% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
12.86% in 2026 Q1

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

Time in book
Holding Window
2024 Q2 to 2026 Q1

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 Adventist Health System/ West held VEA — position size vs. price
% of Fund (quarterly)    VEA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 1,131,440 0% 12.86% $72.5M 2026-05-12 $69.97
2025 Q4 UNCHANGED 1,131,440 0% 11.88% $70.7M 2026-02-18 $68.69
2025 Q3 UNCHANGED 1,131,440 0% 11.04% $67.8M 2025-10-21 $59.58
2025 Q2 UNCHANGED 1,131,440 0% 9.58% $64.5M 2025-08-14 $57.26
2025 Q1 UNCHANGED 1,131,440 0% 9.08% $57.5M 2025-05-09 $52.03
2024 Q4 UNCHANGED 1,131,440 0% 8.37% $54.1M 2025-02-12 $49.04
2024 Q3 UNCHANGED 1,131,440 0% 9.19% $59.8M 2024-11-13 $46.70
2024 Q2 INITIATED 1,131,440 9.08% $55.9M 2024-08-13 $47.13

FAQ About Adventist Health System/ West and VEA

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

How long has Adventist Health System/ West reported owning VEA?

Adventist Health System/ West reported VEA across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported VEA position in Adventist Health System/ West's portfolio?

The largest reported portfolio weight for VEA was 12.86% in 2026 Q1.

What is the latest reported VEA position on this page?

The most recent filing on this page is 2026 Q1, when Adventist Health System/ West reported 1,131,440 shares, equal to 12.86% of portfolio, with an estimated market value of $72.5M.

What does the chart on this VEA ownership page compare?

The chart compares Adventist Health System/ West'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.

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