VEA VANGUARD TAX-MANAGED FDS

Ownership history in NEPC LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which NEPC LLC reported a position in VANGUARD TAX-MANAGED FDS (VEA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
6.09% (2025 Q4)
Avg. % of fund
4.2%
First filed
2024 Q1
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 4,575,987 +1,823,000 +66.2% 6.09% $285.9M $62.36
2025 Q3 REDUCED 2,752,987 -1,007,482 -26.8% 4.34% $165.0M $58.82
2025 Q2 ADDED 3,760,469 +919,661 +32.4% 5.46% $214.4M $55.70
2025 Q1 ADDED 2,840,808 +546,827 +23.8% 4.04% $144.4M $49.27
2024 Q4 ADDED 2,293,981 +234,748 +11.4% 2.94% $109.7M $46.14
2024 Q3 REDUCED 2,059,233 -167,854 -7.5% 3.28% $108.7M $50.20
2024 Q2 ADDED 2,227,087 +10,980 +0.5% 3.63% $110.1M $46.85
2024 Q1 INITIATED 2,216,107 3.83% $111.2M
% of Fund (quarterly)    VEA price (monthly, adj. close)
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