VEA — VANGUARD TAX-MANAGED FDS

Ownership history in Compound Planning, Inc.  ·  12 quarters on record

This page tracks every 13F SEC filing in which Compound Planning, Inc. 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.

Peak position
2.41% (2024 Q3)
Avg. % of fund
1.61%
First filed
2023 Q1
Last filed
2025 Q4
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 1,214,523 +3,789 +0.3% 2.23% $75.9M $62.47
2025 Q3 ADDED 1,210,734 +140,225 +13.1% 2.35% $72.5M $58.92
2025 Q2 ADDED 1,070,509 +154,511 +16.9% 2.31% $61.0M $55.79
2025 Q1 ADDED 915,998 +103,744 +12.8% 2.12% $46.6M $49.35
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VEA price (monthly, adj. close)

Other funds also holding VEA

As of 2025 Q4 — sorted by position size

Arlington Partners LLC 3Y 7Y 59.98% TFO Wealth Partners, LLC 3Y 40.82% DV EQUITIES, LLC 37.94% Inherent Management Corp. 37.55% Jasper Ridge Partners, L.P. 3Y 7Y 27.38% WealthNavi Inc. 3Y 27.35% Bakala Capital LLC 27.23% NDVR, Inc. 23.75% Axos Invest Inc. 23.32% Keener Financial Planning LLC 21.75%
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