VEA β€” VANGUARD TAX-MANAGED FDS

Ownership history in MJP ASSOCIATES INC /ADV  Β·  11 quarters on record

AI Ownership Summary

MJP ASSOCIATES INC /ADV reported VANGUARD TAX-MANAGED FDS (VEA) in 11 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.94% in 2025 Q4. The latest visible filing shows VEA at 2.94% 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 MJP ASSOCIATES INC /ADV'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 2.94% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.94% 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 MJP ASSOCIATES INC /ADV 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 376,073 +42,091 +12.6% 2.94% $23.5M 2026-02-14 (Est.) $68.64
2025 Q3 ADDED 333,982 +25,457 +8.3% 2.63% $20.0M 2025-11-07 $59.50
2025 Q2 ADDED 308,525 +137,461 +80.4% 2.61% $17.6M 2025-08-08 $56.69
2025 Q1 ADDED 171,064 +20,437 +13.6% 1.57% $8.7M 2025-04-30 $51.25
2024 Q4 ADDED 150,627 +5,222 +3.6% 1.29% $7.2M 2025-02-14 $49.70
2024 Q3 ADDED 145,405 +6,280 +4.5% 1.46% $7.7M 2024-11-12 $46.97
2024 Q2 ADDED 139,125 +3,815 +2.8% 1.43% $6.9M 2024-07-12 $48.82
2024 Q1 ADDED 135,310 +6,018 +4.7% 1.48% $6.8M 2024-04-11 $46.39
2023 Q4 ADDED 129,292 +15,874 +14.0% 1.65% $6.2M 2024-01-18 $43.54
2 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding VEA

As of 2026 Q1 β€” sorted by position size

DWR WEALTH MANAGEMENT, LLC 8.36% Financial Insights, Inc. 3Y 7Y 1.97% Hamrick Investment Counsel, llc 0.03%

FAQ About MJP ASSOCIATES INC /ADV and VEA

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

How long has MJP ASSOCIATES INC /ADV reported owning VEA?

MJP ASSOCIATES INC /ADV reported VEA across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VEA position in MJP ASSOCIATES INC /ADV's portfolio?

The largest reported portfolio weight for VEA was 2.94% in 2025 Q4.

What is the latest reported VEA position on this page?

The most recent filing on this page is 2025 Q4, when MJP ASSOCIATES INC /ADV reported 376,073 shares, equal to 2.94% of portfolio, with an estimated market value of $23.5M.

What does the chart on this VEA ownership page compare?

The chart compares MJP ASSOCIATES INC /ADV'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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