Position history for &PARTNERS's holdings in VANGUARD TAX-MANAGED FDS
&PARTNERS holds 1.3M shares of VEA (VANGUARD TAX-MANAGED FDS), worth $84.9M as of 2026-Q1. The position was increased (+11.8% shares). VEA represents 0.4% of &PARTNERS's portfolio.
Current Value
$84.9M
Current Shares
1.3M
Total Value Change
+$72.8M
Total Shares Change
+1.1M
Other major holders of VEA: Kestra Advisory Services, LLC, Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/
Increased |
| 1.3M |
+11.8% |
| $84.9M |
| 0.4% |
| $66.61 |
40 |
| 2025-Q4 | Increased | 1.2M | +42.1% | $74M | 0.4% | $62.79 | 47 |
| 2025-Q3 | Increased | 831,278 | +26.4% | $50.2M | 0.3% | $58.72 | 43 |
| 2025-Q2 | Increased | 657,857 | +15.7% | $37.5M | 0.3% | $55.62 | 40 |
| 2025-Q1 | Increased | 568,741 | +11.3% | $29.1M | 0.3% | $49.75 | 38 |
| 2024-Q4 | Increased | 511,157 | +38.4% | $24.5M | 0.3% | $46.21 | 45 |
| 2024-Q3 | Increased | 369,350 | +50.5% | $19.5M | 0.4% | $50.45 | 47 |
| 2024-Q2 | Increased | 245,445 | +523.7% | $12.1M | 0.5% | $46.93 | 63 |