VEA — VANGUARD TAX-MANAGED FDS

Ownership history in Wealth Forward, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Wealth Forward, 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
13.72% (2025 Q2)
Avg. % of fund
11.68%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 260,812 +3,101 +1.2% 9.20% $16.3M $62.47
2025 Q3 REDUCED 257,711 -100,533 -28.1% 8.97% $15.4M $58.92
2025 Q2 REDUCED 358,244 -4,017 -1.1% 13.72% $20.4M $55.79
2025 Q1 ADDED 362,261 +957 +0.3% 13.10% $18.4M $49.35
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VEA price (monthly, adj. close)

Other funds also holding VEA

As of 2025 Q4 — 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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