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VEA
Showing 8 of 29 quarters

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

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
14.6M
+7.2%
$933.2M7.3%$66.61
66
2025-Q4
Decreased
13.6M
-45.8%
$848.5M6.8%$62.79
0
2025-Q3
Increased
25.1M
+10.0%
$1.5B7.9%$58.72
68
2025-Q2
Increased
22.8M
+1.2%
$1.3B7.3%$55.62
63
2025-Q1
Increased
22.5M
+110.7%
$1.1B6.8%$49.75
100
2024-Q4
Increased
10.7M
+8.4%
$510.9M5.1%$46.21
66
2024-Q3
Increased
9.9M
+7.6%
$520.6M5.3%$50.45
66
2024-Q2
Increased
9.2M
+4.0%
$452.8M5.8%$46.93
63

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

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