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VEAVEA
31 quarters

Position history for NewEdge Advisors, LLCNewEdge Advisors, LLC's holdings in VANGUARD TAX-MANAGED FDS

NewEdge Advisors, LLC holds 2.4M shares of VEA (VANGUARD TAX-MANAGED FDS), worth $168.4M as of 2026-Q2. The position was increased (+2.9% shares). VEA represents 0.5% of NewEdge Advisors, LLC's portfolio.

Current Value

$168.4M

Current Shares

2.4M

Total Value Change

+$159M

Total Shares Change

+2.1M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
2.4M
+2.9%
$168.4M0.5%$71.07
44
2026-Q1
Decreased
2.3M
-1.4%
$147.2M0.5%$63.59
0
2025-Q4
Increased
2.3M
+7.7%
$145.5M0.5%$61.88
46
2025-Q3
Increased
2.2M
+2.9%
$129.5M0.6%$58.37
44
2025-Q2
Increased
2.1M
+4.0%
$119.7M0.6%$55.27
44
2025-Q1
Increased
2M
+4.2%
$102.6M0.6%$48.89
44
2024-Q4
Increased
1.9M
+4.4%
$92.6M0.6%$45.78
44
2024-Q3
Increased
1.9M
+2.1%
$98M0.6%$49.82
43
2024-Q2
Increased
1.8M
+6.1%
$89.8M0.7%$46.49
45
2024-Q1
Increased
1.7M
+8.0%
$85.9M0.7%$46.76
45
2023-Q4
Increased
1.6M
+2.6%
$74.9M0.7%$44.39
43
2023-Q3
Increased
1.5M
+28.9%
$67.6M0.7%$39.99
52
2023-Q2
Increased
1.2M
+8.8%
$55.4M0.6%$41.95
45
2023-Q1
Decreased
1.1M
-2.0%
$49.9M0.6%$40.66
0
2022-Q4
Increased
1.1M
+32.7%
$25.9M0.7%$37.64
52
2022-Q3
Increased
847,255
+11.9%
$30.8M0.5%$32.23
45
2022-Q2
Increased
757,089
+2.7%
$30.9M0.5%$36.05
42
2022-Q1
Increased
737,214
+12.4%
$35.4M0.6%$41.89
46
2021-Q4
Increased
655,584
+40.7%
$33.5M0.5%$44.46
54
2021-Q3
Increased
465,976
+3.3%
$23.5M0.6%$43.29
42
2021-Q2
Increased
451,016
+10.9%
$23.2M0.6%$44.00
45
2021-Q1
Increased
406,812
+25.6%
$20M0.6%$41.61
49
2020-Q4
Increased
323,986
+7.5%
$15.3M0.5%$39.81
43
2020-Q3
Increased
301,488
+4.9%
$12.3M0.4%$34.19
35
2020-Q2
Increased
287,368
+1.2%
$11.1M0.4%$32.25
34
2020-Q1
Increased
284,063
+17.7%
$9.5M0.5%$27.58
39
2019-Q4
Increased
241,391
+3.4%
$10.6M0.4%$36.29
34
2019-Q3
Increased
233,514
+0.4%
$9.6M0.4%$33.50
33
2019-Q2
Increased
232,485
+0.9%
$9.7M0.6%$33.79
39
2019-Q1
Decreased
230,290
-8.8%
$9.4M0.6%$32.74
0
2018-Q4
New
252,434
-
$9.4M0.6%$29.59
54

Other major holders of VEA: Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/

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