VEA β€” VANGUARD TAX-MANAGED FDS

Ownership history in Drucker Wealth 3.0, LLC  Β·  7 quarters on record

AI Ownership Summary

Drucker Wealth 3.0, LLC reported VANGUARD TAX-MANAGED FDS (VEA) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 3.21% in 2024 Q3. The latest visible filing shows VEA at 2.05% 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 Drucker Wealth 3.0, LLC'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
2025 Q4

VEA was reported at 2.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.21% in 2024 Q3

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 2025 Q4

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 Drucker Wealth 3.0, LLC held VEA β€” position size vs. price
% of Fund (quarterly)    VEA price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 187,016 -7,584 -3.9% 2.05% $11.7M 2026-02-14 (Est.) $68.64
2025 Q3 REDUCED 194,600 -54,953 -22.0% 2.08% $11.7M 2025-11-07 $59.50
2025 Q2 REDUCED 249,553 -22,020 -8.1% 2.76% $14.3M 2025-07-24 $56.75
2025 Q1 ADDED 271,573 +18,478 +7.3% 3.04% $13.8M 2025-05-09 $52.03
2024 Q4 UNCHANGED 253,095 β€” 0% 3.21% $13.4M 2025-02-18 $50.04
2024 Q3 ADDED 253,095 +9,009 +3.7% 3.21% $13.4M 2024-11-15 $46.61
2024 Q2 INITIATED 244,086 β€” β€” 3.20% $12.1M 2024-08-14 $47.31

FAQ About Drucker Wealth 3.0, LLC and VEA

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

How long has Drucker Wealth 3.0, LLC reported owning VEA?

Drucker Wealth 3.0, LLC reported VEA across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported VEA position in Drucker Wealth 3.0, LLC's portfolio?

The largest reported portfolio weight for VEA was 3.21% in 2024 Q3.

What is the latest reported VEA position on this page?

The most recent filing on this page is 2025 Q4, when Drucker Wealth 3.0, LLC reported 187,016 shares, equal to 2.05% of portfolio, with an estimated market value of $11.7M.

What does the chart on this VEA ownership page compare?

The chart compares Drucker Wealth 3.0, LLC'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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