Position history for Wealthspire Advisors, LLC's holdings in VANGUARD TAX-MANAGED FDS
Wealthspire Advisors, LLC holds 14.6M shares of VEA (VANGUARD TAX-MANAGED FDS), worth $933.2M as of 2026-Q1. The position was increased (+7.2% shares). VEA represents 7.3% of Wealthspire Advisors, LLC's portfolio.
Current Value
$933.2M
Current Shares
14.6M
Total Value Change
+$480.3M
Total Shares Change
+5.4M
Other major holders of VEA: Kestra Advisory Services, LLC, Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/
Increased |
| 14.6M |
+7.2% |
| $933.2M |
| 7.3% |
| $66.61 |
66 |
| 2025-Q4 | Decreased | 13.6M | -45.8% | $848.5M | 6.8% | $62.79 | 0 |
| 2025-Q3 | Increased | 25.1M | +10.0% | $1.5B | 7.9% | $58.72 | 68 |
| 2025-Q2 | Increased | 22.8M | +1.2% | $1.3B | 7.3% | $55.62 | 63 |
| 2025-Q1 | Increased | 22.5M | +110.7% | $1.1B | 6.8% | $49.75 | 100 |
| 2024-Q4 | Increased | 10.7M | +8.4% | $510.9M | 5.1% | $46.21 | 66 |
| 2024-Q3 | Increased | 9.9M | +7.6% | $520.6M | 5.3% | $50.45 | 66 |
| 2024-Q2 | Increased | 9.2M | +4.0% | $452.8M | 5.8% | $46.93 | 63 |