SEC 13F Intelligence

Allen Investment Management, LLC / VEA

Allen Investment Management, LLC’s Vanguard Tax-Managed Fds Position

Does Allen Investment Management, LLC own Vanguard Tax-Managed Fds (VEA)? Yes — 1.78M shares worth $114M (+1.41% of its 13F portfolio) as of Q1 2026, up from 1.34M shares the prior filed quarter.

Position Value
$114M
Q1 2026
Shares
1.78M
% of Portfolio
+1.41%
Quarters Held
30
currently held

Position History VEA

Reported value by quarter
Q4 ’18: $26MQ4 ’18Q1 ’19: $31MQ2 ’19: $28MQ3 ’19: $29MQ4 ’19: $32MQ4 ’19Q1 ’20: $24MQ2 ’20: $80MQ3 ’20: $79MQ4 ’20: $95MQ4 ’20Q1 ’21: $102MQ2 ’21: $117MQ3 ’21: $115MQ4 ’21: $116MQ4 ’21Q1 ’22: $104MQ2 ’22: $91MQ3 ’22: $77MQ4 ’22: $110MQ4 ’22Q1 ’23: $120MQ2 ’23: $117MQ3 ’23: $111MQ4 ’23: $114MQ4 ’23Q1 ’24: $125MQ2 ’24: $123MQ3 ’24: $131MQ4 ’24: $118MQ4 ’24Q1 ’25: $41MQ2 ’25: $53MQ3 ’25: $78MQ4 ’25: $84MQ4 ’25Q1 ’26: $114Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.78M$114M+1.41%
Q4 20251.34M$84M+0.93%
Q3 20251.30M$78M+0.87%
Q2 2025923.5K$53M+0.57%
Q1 2025800.5K$41M+0.47%
Q4 20242.47M$118M+1.36%
Q3 20242.48M$131M+1.56%
Q2 20242.48M$123M+1.49%
Q1 20242.48M$125M+1.56%
Q4 20232.38M$114M+1.53%
Q3 20232.54M$111M+1.62%
Q2 20232.54M$117M+1.73%
Q1 20232.65M$120M+2.01%
Q4 20222.63M$110M+1.77%
Q3 20222.12M$77M+1.33%
Q2 20222.23M$91M+1.47%
Q1 20222.16M$104M+1.39%
Q4 20212.28M$116M+1.46%
Q3 20212.28M$115M+1.58%
Q2 20212.27M$117M+1.58%
Q1 20212.08M$102M+1.57%
Q4 20202.01M$95M+1.61%
Q3 20201.92M$79M+1.46%
Q2 20202.05M$80M+1.67%
Q1 2020720.1K$24M+0.72%
Q4 2019730.4K$32M+0.77%
Q3 2019696.1K$29M+0.75%
Q2 2019667.8K$28M+0.79%
Q1 2019755.3K$31M+0.97%
Q4 2018692.9K$26M+1.04%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Allen Investment Management, LLC’s full portfolio or all institutional holders of VEA.