VEA — VANGUARD TAX-MANAGED FDS

Ownership history in Inherent Management Corp.  ·  2 quarters on record

This page tracks every 13F SEC filing in which Inherent Management Corp. 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
40.25% (2025 Q3)
Avg. % of fund
38.9%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 1,171,437 — 0% 37.55% $73.2M $62.47
2025 Q3 INITIATED 1,171,437 — — 40.25% $70.2M $58.92
% 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% 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% PACK Private Wealth, LLC 3Y 21.04%
← Back to Inherent Management Corp. Holdings