William Mack & Associates, Inc. VEA — VANGUARD TAX-MANAGED FDS

Ownership history in William Mack & Associates, Inc.  ·  4 quarters on record

AI Ownership Summary

William Mack & Associates, Inc. reported VANGUARD TAX-MANAGED FDS (VEA) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 14.99% in 2026 Q2. The latest visible filing shows VEA at 14.99% 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.

What this VEA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was William Mack & Associates, Inc.'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
2026 Q2

VEA was reported at 14.99% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
14.99% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q2

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.

VEA stock page William Mack & Associates, Inc. fund profile William Mack & Associates, Inc. full holdings
How William Mack & Associates, Inc. held VEA — position size vs. price
% of Fund (quarterly)    VEA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 596,739 +211,034 +54.7% 14.99% $42.5M 2026-07-10 $70.99
2026 Q1 REDUCED — — — 385,705 -10,380 -2.6% 14.13% $24.7M 2026-04-14 $68.53
2025 Q4 ADDED — — — 396,085 +131,362 +49.6% 11.65% $24.7M 2026-02-09 $67.90
2025 Q3 INITIATED — — — 264,723 — — 8.53% $15.9M 2025-11-14 $59.88

🏢 Other funds also holding VEA

As of 2026 Q2 — sorted by position size

Arlington Partners LLC 3Y 7Y 38.35% GP Brinson Investments LLC 3Y 22.63% Attessa Capital LLC 21.11% Kopp Family Office, LLC 3Y 19.17% Vilga Financial Planning LLC 17.92% DiPaolo Financial Group, Inc. 15.43% Clark Asset Management, LLC 15.21% NerdWallet Wealth Partners, LLC 14.9% Whitcomb & Hess, Inc. 3Y 12.19% ATMOS ADVISORY, LLC 3Y 11.92%

FAQ About William Mack & Associates, Inc. and VEA

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

How long has William Mack & Associates, Inc. reported owning VEA?

William Mack & Associates, Inc. reported VEA across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported VEA position in William Mack & Associates, Inc.'s portfolio?

The largest reported portfolio weight for VEA was 14.99% in 2026 Q2.

What is the latest reported VEA position on this page?

The most recent filing on this page is 2026 Q2, when William Mack & Associates, Inc. reported 596,739 shares, equal to 14.99% of portfolio, with an estimated market value of $42.5M.

What does the chart on this VEA ownership page compare?

The chart compares William Mack & Associates, Inc.'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.

How well did William Mack & Associates, Inc. time their VEA position?

Based on 13F filing dates vs. subsequent VEA price moves, William Mack & Associates, Inc. correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on VEA relative to SPY over the holding period was +7.2%.

← Back to William Mack & Associates, Inc. Holdings