VEA β€” VANGUARD TAX-MANAGED FDS

Ownership history in Atala Financial Inc  Β·  6 quarters on record

AI Ownership Summary

Atala Financial Inc reported VANGUARD TAX-MANAGED FDS (VEA) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.71% in 2026 Q1. The latest visible filing shows VEA at 0.71% 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 Atala Financial Inc'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 0.71% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.71% 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 Q4 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 Atala Financial Inc held VEA β€” position size vs. price
% of Fund (quarterly)    VEA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 16,424 -1,441 -8.1% 0.71% $1.1M 2026-04-10 $67.74
2025 Q4 ADDED 17,865 +209 +1.2% 0.71% $1.1M 2026-01-23 $65.67
2025 Q3 ADDED 17,656 +174 +1.0% 0.66% $1.1M 2025-11-04 $59.22
2025 Q2 ADDED 17,482 +111 +0.6% 0.69% $997K 2025-08-07 $56.42
2025 Q1 REDUCED 17,371 -667 -3.7% 0.64% $884K 2025-04-23 $50.06
2024 Q4 INITIATED 18,038 β€” β€” 0.61% $863K 2025-02-10 $48.75

FAQ About Atala Financial Inc and VEA

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

How long has Atala Financial Inc reported owning VEA?

Atala Financial Inc reported VEA across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported VEA position in Atala Financial Inc's portfolio?

The largest reported portfolio weight for VEA was 0.71% in 2026 Q1.

What is the latest reported VEA position on this page?

The most recent filing on this page is 2026 Q1, when Atala Financial Inc reported 16,424 shares, equal to 0.71% of portfolio, with an estimated market value of $1.1M.

What does the chart on this VEA ownership page compare?

The chart compares Atala Financial Inc'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 Atala Financial Inc Holdings