Question 1

How many shares of VEA does &PARTNERS own?

Accepted Answer

As of 2026-Q1, &PARTNERS holds 1.3M shares of VEA (VANGUARD TAX-MANAGED FDS).

Question 2

What is &PARTNERS's VEA position worth?

Accepted Answer

As of 2026-Q1, &PARTNERS's VEA position is worth $84.9M.

Question 3

Is &PARTNERS buying or selling VEA?

Accepted Answer

In 2026-Q1, &PARTNERS increased their VEA position (+11.8% change in shares).

Question 4

When did &PARTNERS first buy VEA?

Accepted Answer

Based on available 13F filings, &PARTNERS first reported a position in VEA in 2024-Q2. They have held the position across 10 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	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

VEAShowing 8 of 10 quarters

VEA
Showing 8 of 10 quarters