VEA — VANGUARD TAX-MANAGED FDS

Ownership history in Essential Planning, LLC.  ·  6 quarters on record

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

Peak position
1.2% (2025 Q4)
Avg. % of fund
0.58%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 60,308 +16,430 +37.4% 1.20% $3.8M $62.47
2025 Q3 ADDED 43,878 +15,329 +53.7% 0.91% $2.6M $58.92
2025 Q2 ADDED 28,549 +8,018 +39.1% 0.61% $1.6M $55.79
2025 Q1 REDUCED 20,531 -486,413 -96.0% 0.42% $1.0M $49.35
2 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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