VEA β€” VANGUARD TAX-MANAGED FDS

Ownership history in Integrity Wealth Solutions LLC  Β·  9 quarters on record

AI Ownership Summary

Integrity Wealth Solutions LLC reported VANGUARD TAX-MANAGED FDS (VEA) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 7.88% in 2024 Q2. The latest visible filing shows VEA at 6.47% 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 Integrity Wealth Solutions 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 6.47% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
7.88% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 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 Integrity Wealth Solutions LLC held VEA β€” position size vs. price
% of Fund (quarterly)    VEA price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 261,782 +1,769 +0.7% 6.47% $16.4M 2026-02-14 (Est.) $68.64
2025 Q3 REDUCED 260,013 -6,364 -2.4% 6.95% $15.6M 2025-11-06 $59.31
2025 Q2 REDUCED 266,377 -1,012 -0.4% 7.40% $15.2M 2025-08-05 $55.59
2025 Q1 ADDED 267,389 +714 +0.3% 7.37% $13.6M 2025-04-22 $49.92
2024 Q4 ADDED 266,675 +14,446 +5.7% 7.14% $12.8M 2025-01-22 $47.66
2024 Q3 ADDED 252,229 +6,945 +2.8% 7.77% $13.3M 2024-10-21 $48.71
2024 Q2 ADDED 245,284 +15,708 +6.8% 7.88% $12.1M 2024-07-26 $47.65
2024 Q1 ADDED 229,576 +6,206 +2.8% 7.52% $11.5M 2024-04-18 $44.92
2023 Q4 INITIATED 223,370 β€” β€” 7.40% $10.7M 2024-02-08 $44.33

FAQ About Integrity Wealth Solutions 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 Integrity Wealth Solutions LLC reported owning VEA?

Integrity Wealth Solutions LLC reported VEA across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VEA position in Integrity Wealth Solutions LLC's portfolio?

The largest reported portfolio weight for VEA was 7.88% in 2024 Q2.

What is the latest reported VEA position on this page?

The most recent filing on this page is 2025 Q4, when Integrity Wealth Solutions LLC reported 261,782 shares, equal to 6.47% of portfolio, with an estimated market value of $16.4M.

What does the chart on this VEA ownership page compare?

The chart compares Integrity Wealth Solutions 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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