VEA VANGUARD TAX-MANAGED FDS

Ownership history in Koesten, Hirschmann & Crabtree, INC.  ·  14 quarters on record

AI Ownership Summary

Koesten, Hirschmann & Crabtree, INC. reported VANGUARD TAX-MANAGED FDS (VEA) in 14 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.41% in 2026 Q1. The latest visible filing shows VEA at 0.41% 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 Koesten, Hirschmann & Crabtree, 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
2026 Q1

VEA was reported at 0.41% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.41% in 2026 Q1

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 2026 Q1

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 Koesten, Hirschmann & Crabtree, INC. held VEA — position size vs. price
% of Fund (quarterly)    VEA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 13,251 0% 0.41% $849K 2026-04-15 $68.70
2025 Q4 REDUCED 13,251 -455 -3.3% 0.41% $828K 2026-02-09 $68.25
2025 Q3 ADDED 13,706 +10 +0.1% 0.39% $821K 2025-11-05 $59.59
2025 Q2 ADDED 13,696 +7,407 +117.8% 0.40% $781K 2025-08-15 $57.52
2025 Q1 ADDED 6,289 +8 +0.1% 0.18% $320K 2025-04-23 $50.06
2024 Q4 ADDED 6,281 +2,429 +63.1% 0.17% $300K 2025-02-14 $49.70
2024 Q3 REDUCED 3,852 -2,644 -40.7% 0.12% $203K 2024-11-04 $47.80
2024 Q2 UNCHANGED 6,496 0% 0.21% $326K 2024-09-09 $48.26
2024 Q1 REDUCED 6,496 -143 -2.2% 0.21% $326K 2024-05-22 $47.49
2023 Q4 ADDED 6,639 +3,132 +89.3% 0.22% $318K 2024-02-14 $44.35
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Koesten, Hirschmann & Crabtree, 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 Koesten, Hirschmann & Crabtree, INC. reported owning VEA?

Koesten, Hirschmann & Crabtree, INC. reported VEA across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported VEA position in Koesten, Hirschmann & Crabtree, INC.'s portfolio?

The largest reported portfolio weight for VEA was 0.41% in 2026 Q1.

What is the latest reported VEA position on this page?

The most recent filing on this page is 2026 Q1, when Koesten, Hirschmann & Crabtree, INC. reported 13,251 shares, equal to 0.41% of portfolio, with an estimated market value of $849K.

What does the chart on this VEA ownership page compare?

The chart compares Koesten, Hirschmann & Crabtree, 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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