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
Other major holders of VEA: Kestra Advisory Services, LLC, Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/
Increased |
| 1.4M |
+24.0% |
| $87.2M |
| 1.0% |
| $66.61 |
57 |
| 2025-Q4 | Increased | 1.1M | +345.4% | $68.5M | 0.8% | $62.79 | 67 |
| 2025-Q3 | Increased | 246,295 | +4.8% | $15M | 0.2% | $58.72 | 35 |
| 2025-Q2 | Increased | 234,896 | +12.0% | $13.6M | 0.2% | $55.62 | 38 |
| 2025-Q1 | Increased | 209,663 | +14.7% | $10.7M | 0.2% | $49.75 | 38 |
| 2024-Q4 | Decreased | 182,836 | -1.4% | $8.7M | 0.2% | $46.21 | 0 |
| 2024-Q3 | Decreased | 185,491 | -2.8% | $9.8M | 0.2% | $50.45 | 0 |
| 2024-Q2 | Decreased | 190,798 | -10.6% | $9.4M | 0.2% | $46.93 | 0 |