Asset Planning Corporation / VEA
Asset Planning Corporation’s Vanguard Tax-Managed Fds Position
Does Asset Planning Corporation own Vanguard Tax-Managed Fds (VEA)? Yes — 125.6K shares worth $8M (+3.57% of its 13F portfolio) as of Q3 2025, up from 125.4K shares the prior filed quarter.
Position Value
$8M
Q3 2025
Shares
125.6K
% of Portfolio
+3.57%
Quarters Held
20
currently held
Position History VEA
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q3 2025 | 125.6K | $8M | +3.57% |
| Q2 2025 | 125.4K | $7M | +3.81% |
| Q1 2025 | 132.6K | $7M | +3.97% |
| Q4 2024 | 137.8K | $7M | +4.13% |
| Q3 2024 | 137.3K | $7M | +4.73% |
| Q2 2024 | 319.1K | $16M | +11.80% |
| Q1 2024 | 314.7K | $16M | +11.53% |
| Q4 2023 | 311.8K | $15M | +11.54% |
| Q3 2023 | 299.6K | $13M | +10.08% |
| Q2 2023 | 289.3K | $13M | +10.16% |
| Q1 2023 | 283.8K | $13M | +10.30% |
| Q4 2022 | 312.0K | $13M | +10.90% |
| Q3 2022 | 319.9K | $12M | +10.89% |
| Q2 2022 | 316.8K | $13M | +11.23% |
| Q1 2022 | 305.6K | $15M | +12.81% |
| Q4 2021 | 292.0K | $15M | +12.75% |
| Q3 2021 | 267.5K | $14M | +12.50% |
| Q2 2021 | 244.2K | $13M | +12.25% |
| Q1 2021 | 237.3K | $12M | +12.12% |
| Q4 2020 | 247.5K | $12M | +11.60% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Asset Planning Corporation’s full portfolio or all institutional holders of VEA.