SEC 13F Intelligence

Wiser Wealth Management, Inc / VEA

Wiser Wealth Management, Inc’s Vanguard Tax-Managed Fds Position

Does Wiser Wealth Management, Inc own Vanguard Tax-Managed Fds (VEA)? Yes618.3K shares worth $40M (+8.54% of its 13F portfolio) as of Q1 2026, up from 611.4K shares the prior filed quarter.

Position Value
$40M
Q1 2026
Shares
618.3K
% of Portfolio
+8.54%
Quarters Held
22
currently held

Position History VEA

Reported value by quarter
Q4 ’20: $13MQ4 ’20Q1 ’21: $14MQ2 ’21: $16MQ3 ’21: $17MQ3 ’21Q4 ’21: $19MQ1 ’22: $19MQ2 ’22: $11MQ2 ’22Q3 ’22: $13MQ4 ’22: $16MQ1 ’23: $17MQ1 ’23Q2 ’23: $18MQ3 ’23: $18MQ4 ’23: $22MQ4 ’23Q1 ’24: $24MQ2 ’24: $25MQ3 ’24: $26MQ3 ’24Q4 ’24: $26MQ1 ’25: $28MQ2 ’25: $33MQ2 ’25Q3 ’25: $36MQ4 ’25: $38MQ1 ’26: $40MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026618.3K$40M+8.54%
Q4 2025611.4K$38M+8.49%
Q3 2025607.3K$36M+8.32%
Q2 2025585.0K$33M+8.35%
Q1 2025559.2K$28M+7.97%
Q4 2024538.1K$26M+7.22%
Q3 2024501.1K$26M+7.59%
Q2 2024510.2K$25M+7.81%
Q1 2024477.0K$24M+7.85%
Q4 2023463.1K$22M+7.95%
Q3 2023403.6K$18M+7.17%
Q2 2023387.2K$18M+7.18%
Q1 2023383.5K$17M+7.40%
Q4 2022371.1K$16M+7.20%
Q3 2022345.2K$13M+6.56%
Q2 2022265.4K$11M+5.61%
Q1 2022400.2K$19M+8.86%
Q4 2021365.6K$19M+9.12%
Q3 2021345.8K$17M+9.31%
Q2 2021304.6K$16M+9.55%
Q1 2021282.8K$14M+9.54%
Q4 2020275.2K$13M+9.74%

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