Position history for Aptus Capital Advisors, LLC's holdings in VANGUARD TAX-MANAGED FDS
Aptus Capital Advisors, LLC holds 2.4M shares of VEA (VANGUARD TAX-MANAGED FDS), worth $153.5M as of 2026-Q1. The position was decreased (-2.2% shares). VEA represents 1.2% of Aptus Capital Advisors, LLC's portfolio.
Current Value
$153.5M
Current Shares
2.4M
Total Value Change
+$94.8M
Total Shares Change
+1.2M
Other major holders of VEA: Kestra Advisory Services, LLC, Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/
Decreased |
| 2.4M |
-2.2% |
| $153.5M |
| 1.2% |
| $66.61 |
0 |
| 2025-Q4 | Increased | 2.4M | +13.0% | $152.9M | 1.1% | $62.79 | 54 |
| 2025-Q3 | Increased | 2.2M | +4.9% | $129.8M | 0.9% | $58.72 | 45 |
| 2025-Q2 | Increased | 2.1M | +3.7% | $117.7M | 1.0% | $55.62 | 44 |
| 2025-Q1 | Increased | 2M | +10.5% | $101.3M | 1.0% | $49.75 | 52 |
| 2024-Q4 | Increased | 1.8M | +37.8% | $86.2M | 0.9% | $46.21 | 55 |
| 2024-Q3 | Increased | 1.3M | +10.3% | $69.1M | 1.0% | $50.45 | 51 |
| 2024-Q2 | Increased | 1.2M | +4.4% | $58.6M | 1.0% | $46.93 | 48 |