Back to MONETA GROUP INVESTMENT ADVISORS LLC

VEA
Showing 8 of 29 quarters

Position history for MONETA GROUP INVESTMENT ADVISORS LLC's holdings in VANGUARD TAX-MANAGED FDS

MONETA GROUP INVESTMENT ADVISORS LLC holds 10.9M shares of VEA (VANGUARD TAX-MANAGED FDS), worth $701.6M as of 2026-Q1. The position was decreased (-1.0% shares). VEA represents 5.3% of MONETA GROUP INVESTMENT ADVISORS LLC's portfolio.

Current Value

$701.6M

Current Shares

10.9M

Total Value Change

+$651M

Total Shares Change

+9.9M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
10.9M
-1.0%
$701.6M5.3%$66.61
0
2025-Q4
Increased
11.1M
+1.5%
$690.6M5.2%$62.79
62
2025-Q3
Increased
10.9M
+904.9%
$652.4M5.2%$58.72
99
2025-Q2
Increased
1.1M
+3.5%
$61.8M0.7%$55.62
43
2025-Q1
Increased
1M
+2.1%
$53.2M0.7%$49.75
42
2024-Q4
Decreased
1M
-1.4%
$49M0.7%$46.21
0
2024-Q3
Increased
1M
+1.6%
$54.9M0.8%$50.45
42
2024-Q2
Increased
1M
+4.8%
$50.6M0.8%$46.93
43

Other major holders of VEA: BANK OF AMERICA CORP /DE/

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used