Ownership history in CreativeOne Wealth, LLC · 32 quarters on record
This page tracks every 13F SEC filing in which CreativeOne Wealth, LLC reported a position in VANGUARD TAX MANAGED INTL FD (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 | 1,576,808 | +53,849 | +3.5% | 2.39% | $98.5M | $62.47 |
| 2025 Q3 | REDUCED | 1,522,959 | -10,618 | -0.7% | 2.23% | $91.3M | $58.92 |
| 2025 Q2 | ADDED | 1,533,577 | +47,683 | +3.2% | 2.29% | $87.4M | $55.79 |
| 2025 Q1 | ADDED | 1,485,894 | +36,846 | +2.5% | 2.26% | $75.5M | $49.35 |
| 2024 Q4 | ADDED | 1,449,048 | +62,414 | +4.5% | 2.12% | $69.3M | $46.22 |
| 2024 Q3 | ADDED | 1,386,634 | +183,491 | +15.3% | 2.49% | $73.2M | $50.29 |
| 2024 Q2 | REDUCED | 1,203,143 | -121,649 | -9.2% | 3.01% | $59.5M | $46.93 |
| 2024 Q1 | ADDED | 1,324,792 | +173,729 | +15.1% | 2.65% | $66.5M | $47.20 |
| 2023 Q4 | ADDED | 1,151,063 | +8,276 | +0.7% | 3.53% | $55.1M | $44.81 |
| 2023 Q3 | ADDED | 1,142,787 | +27,361 | +2.5% | 3.59% | $50.0M | $40.37 |
As of 2025 Q4 — sorted by position size