VEA β€” VANGUARD TAX-MANAGED FDS

Ownership history in Steffes Financial, Ltd.  Β·  1 quarter on record

This page tracks every 13F SEC filing in which Steffes Financial, Ltd. 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 β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
8.25% (2025 Q4)
πŸ“Š Avg. % of fund
8.25%
πŸ“… First filed
2025 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
1
% of Fund (quarterly)    VEA price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 253,046 β€” β€” 8.25% $15.8M $62.36

🏒 Other funds also holding VEA

As of 2025 Q4 β€” sorted by position size

Arlington Partners LLC 3Y 7Y 59.98% TFO Wealth Partners, LLC 3Y 40.82% DV EQUITIES, LLC 37.94% Inherent Management Corp. 37.55% Jasper Ridge Partners, L.P. 3Y 7Y 27.38% WealthNavi Inc. 3Y 27.35% Bakala Capital LLC 27.23% NDVR, Inc. 23.75% Axos Invest Inc. 23.32% Keener Financial Planning LLC 21.75%
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