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VEA
Showing 8 of 23 quarters

Position history for Kestra Advisory Services, LLC's holdings in VANGUARD TAX-MANAGED FDS

Kestra Advisory Services, LLC holds 1.5M shares of VEA (VANGUARD TAX-MANAGED FDS), worth $98.4M as of 2026-Q1. The position was increased (+11.0% shares). VEA represents 0.4% of Kestra Advisory Services, LLC's portfolio.

Current Value

$98.4M

Current Shares

1.5M

Total Value Change

+$46.5M

Total Shares Change

+440,464

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
1.5M
+11.0%
$98.4M0.4%$66.61
40
2025-Q4
Increased
1.4M
+15.6%
$86.4M0.4%$62.79
41
2025-Q3
Increased
1.2M
+4.7%
$71.7M0.3%$58.72
37
2025-Q2
Increased
1.1M
+6.8%
$65.2M0.3%$55.62
38
2025-Q1
Decreased
1.1M
-4.9%
$54.4M0.3%$49.75
0
2024-Q4
Increased
1.1M
+4.8%
$53.8M0.3%$46.21
37
2024-Q3
Decreased
1.1M
-1.9%
$56.7M0.3%$50.45
0
2024-Q2
Increased
1.1M
+23.3%
$51.9M0.3%$46.93
43

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

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