VEA β€” VANGUARD TAX-MANAGED INTL FD

Ownership history in Single Point Partners, LLC  Β·  20 quarters on record

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

πŸ” Peak position
1.46% (2021 Q2)
πŸ“Š Avg. % of fund
1.12%
πŸ“… First filed
2020 Q1
πŸ“… Last filed
2025 Q4
⏱ Quarters held
20

Position Intelligence

Single Point Partners, LLC Γ— VEA AI Analytics

πŸ“‰ Single Point Partners, LLC underperformed the S&P 500 by –5.4% annually on this VEA position. Timing score: 58% (11/19 decisions correct). Average cost basis: $36.97. Maximum drawdown during holding period: –27.5%.

πŸ“ˆ Position Alpha vs SPY
-5.4%
annualised excess return

❌ Significantly underperformed the S&P 500 by 5.4% ann.
19 quarters analyzed

⏱️ Timing Score
58%

βœ… Decent timing β€” more right than wrong on entries and exits.
11 of 19 add/trim decisions correct

πŸ’° Entry Quality
$36.97
+68.7% vs current ($62.36)

Best entry: $27.80 (2020 Q1)  Β·  Worst: $62.36 (2025 Q4)

πŸ›‘οΈ Drawdown Resilience
–27.5%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
65%
buy-side decisions

13 adds Β· 7 trims. Bought during 2 of 5 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 1.13% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    VEA price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 91,439 +426 +0.5% 1.13% $5.7M $62.36
2025 Q3 REDUCED 91,013 -528 -0.6% 1.11% $5.5M $58.82
2025 Q2 ADDED 91,541 +2,927 +3.3% 1.14% $5.2M $55.70
2025 Q1 ADDED 88,614 +1,419 +1.6% 1.06% $4.5M $49.27
2024 Q4 REDUCED 87,195 -10,274 -10.5% 0.96% $4.2M $46.14
2024 Q1 REDUCED 97,469 -597 -0.6% 1.14% $4.9M $47.12
2023 Q4 REDUCED 98,066 -12,356 -11.2% 1.17% $4.7M $44.73
2023 Q3 REDUCED 110,422 -15,898 -12.6% 1.27% $4.8M $40.30
2023 Q1 REDUCED 126,320 -1,036 -0.8% 1.25% $5.7M $40.97
2022 Q4 ADDED 127,356 +29,053 +29.6% 1.28% $5.3M $37.93
10 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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