SEC 13F Intelligence

Financial Designs Corp / VEA

Financial Designs Corp’s Vanguard Tax-Managed Fds Position

Does Financial Designs Corp own Vanguard Tax-Managed Fds (VEA)? Not currently — the last reported position was 106.0K shares worth $5M in Q3 2023; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$5M
Q3 2023
Shares
106.0K
% of Portfolio
+3.49%
Quarters Held
3
position exited

Position History VEA

Reported value by quarter
Q1 ’23: $5MQ1 ’23Q2 ’23: $5MQ2 ’23Q3 ’23: $5MQ3 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q3 2023106.0K$5M+3.49%
Q2 2023109.6K$5M+3.70%
Q1 2023113.7K$5M+3.84%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Financial Designs Corp’s full portfolio or all institutional holders of VEA.