VEA β€” VANGUARD TAX-MANAGED FDS

Ownership history in Kaydan Wealth Management, Inc.  Β·  4 quarters on record

AI Ownership Summary

Kaydan Wealth Management, Inc. reported VANGUARD TAX-MANAGED FDS (VEA) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 12.96% in 2025 Q2. The latest visible filing shows VEA at 12.15% 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 Kaydan Wealth Management, Inc.'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 12.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
12.96% in 2025 Q2

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

Time in book
Holding Window
2025 Q1 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 Kaydan Wealth Management, Inc. held VEA β€” position size vs. price
% of Fund (quarterly)    VEA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 672,129 -6,492 -1.0% 12.15% $42.0M 2026-02-14 (Est.) $68.64
2025 Q3 REDUCED 678,621 -15,855 -2.3% 11.62% $40.7M 2025-10-17 $59.60
2025 Q2 ADDED 694,476 +367,107 +112.1% 12.96% $39.6M 2025-07-11 $55.56
2025 Q1 INITIATED 327,369 β€” β€” 5.34% $16.6M 2025-04-17 $49.19

FAQ About Kaydan Wealth Management, Inc. and VEA

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

How long has Kaydan Wealth Management, Inc. reported owning VEA?

Kaydan Wealth Management, Inc. reported VEA across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported VEA position in Kaydan Wealth Management, Inc.'s portfolio?

The largest reported portfolio weight for VEA was 12.96% in 2025 Q2.

What is the latest reported VEA position on this page?

The most recent filing on this page is 2025 Q4, when Kaydan Wealth Management, Inc. reported 672,129 shares, equal to 12.15% of portfolio, with an estimated market value of $42.0M.

What does the chart on this VEA ownership page compare?

The chart compares Kaydan Wealth Management, Inc.'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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