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VEA
Showing 8 of 22 quarters

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

NewEdge Wealth, LLC holds 1.4M shares of VEA (VANGUARD TAX-MANAGED FDS), worth $87.2M as of 2026-Q1. The position was increased (+24.0% shares). VEA represents 1.0% of NewEdge Wealth, LLC's portfolio.

Current Value

$87.2M

Current Shares

1.4M

Total Value Change

+$77.8M

Total Shares Change

+1.2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
1.4M
+24.0%
$87.2M1.0%$66.61
57
2025-Q4
Increased
1.1M
+345.4%
$68.5M0.8%$62.79
67
2025-Q3
Increased
246,295
+4.8%
$15M0.2%$58.72
35
2025-Q2
Increased
234,896
+12.0%
$13.6M0.2%$55.62
38
2025-Q1
Increased
209,663
+14.7%
$10.7M0.2%$49.75
38
2024-Q4
Decreased
182,836
-1.4%
$8.7M0.2%$46.21
0
2024-Q3
Decreased
185,491
-2.8%
$9.8M0.2%$50.45
0
2024-Q2
Decreased
190,798
-10.6%
$9.4M0.2%$46.93
0

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

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