VEA VANGUARD TAX MANAGED INTL FD

Ownership history in Klingman & Associates, LLC  ·  40 quarters on record

AI Ownership Summary

Klingman & Associates, LLC reported VANGUARD TAX MANAGED INTL FD (VEA) in 40 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.45% in 2025 Q4. The latest visible filing shows VEA at 3.45% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VEA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Klingman & Associates, LLC's position in VANGUARD TAX MANAGED INTL FD, 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 3.45% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.45% in 2025 Q4

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 Klingman & Associates, LLC held VEA — position size vs. price
% of Fund (quarterly)    VEA price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 1,145,549 +74,500 +7.0% 3.45% $71.6M 2026-02-14 (Est.) $68.64
2025 Q3 ADDED 1,071,049 +65,876 +6.6% 3.24% $64.2M 2025-10-27 $60.54
2025 Q2 ADDED 1,005,173 +42,116 +4.4% 3.16% $57.3M 2025-07-30 $55.41
2025 Q1 ADDED 963,057 +80,591 +9.1% 3.00% $49.0M 2025-05-13 $52.37
2024 Q4 ADDED 882,466 +55,410 +6.7% 2.59% $42.2M 2025-01-31 $48.18
2024 Q3 ADDED 827,056 +113,817 +16.0% 2.71% $43.7M 2024-11-01 $47.73
2024 Q2 ADDED 713,239 +73,652 +11.5% 2.38% $35.2M 2024-07-30 $47.56
2024 Q1 ADDED 639,587 +50,666 +8.6% 2.23% $32.1M 2024-05-01 $45.46
2023 Q4 ADDED 588,921 +19,519 +3.4% 2.07% $28.2M 2024-01-29 $44.55
31 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Klingman & Associates, 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 Klingman & Associates, LLC reported owning VEA?

Klingman & Associates, LLC reported VEA across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VEA position in Klingman & Associates, LLC's portfolio?

The largest reported portfolio weight for VEA was 3.45% in 2025 Q4.

What is the latest reported VEA position on this page?

The most recent filing on this page is 2025 Q4, when Klingman & Associates, LLC reported 1,145,549 shares, equal to 3.45% of portfolio, with an estimated market value of $71.6M.

What does the chart on this VEA ownership page compare?

The chart compares Klingman & Associates, 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.

← Back to Klingman & Associates, LLC Holdings