Ownership history in Advisor OS, LLC · 14 quarters on record
This page tracks every 13F SEC filing in which Advisor OS, LLC reported a position in VANGUARD TAX-MANAGED FDS (VEA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 435,010 | +33,638 | +8.4% | 2.19% | $27.2M | $62.36 |
| 2025 Q3 | ADDED | 401,372 | +39,264 | +10.8% | 2.08% | $24.1M | $58.82 |
| 2025 Q2 | ADDED | 362,108 | +135,213 | +59.6% | 2.03% | $20.6M | $55.70 |
| 2025 Q1 | ADDED | 226,895 | +27,596 | +13.8% | 1.31% | $11.5M | $49.27 |
| 2024 Q4 | REDUCED | 199,299 | -100,333 | -33.5% | 1.10% | $9.5M | $46.14 |
| 2024 Q3 | ADDED | 299,632 | +60,067 | +25.1% | 1.58% | $15.8M | $50.20 |
| 2024 Q2 | ADDED | 239,565 | +19,001 | +8.6% | 1.30% | $11.8M | $46.85 |
| 2024 Q1 | ADDED | 220,564 | +10,124 | +4.8% | 1.27% | $11.1M | $47.12 |
| 2023 Q4 | REDUCED | 210,440 | -67,758 | -24.4% | 1.31% | $10.1M | $44.73 |
| 2023 Q3 | ADDED | 278,198 | +32,519 | +13.2% | 1.82% | $12.2M | $40.30 |
As of 2025 Q4 — sorted by position size