SEC 13F Intelligence

Tillar-Wenstrup Advisors, LLC / VEA

Tillar-Wenstrup Advisors, LLC’s Vanguard Tax-Managed Fds Position

Does Tillar-Wenstrup Advisors, LLC own Vanguard Tax-Managed Fds (VEA)? Not currently — the last reported position was 84.1K shares worth $4M in Q4 2022; the fund’s latest 13F (Q4 2023) no longer reports it.

Position Value
$4M
Q4 2022
Shares
84.1K
% of Portfolio
+1.71%
Quarters Held
4
position exited

Position History VEA

Reported value by quarter
Q1 ’22: $713,000Q1 ’22Q2 ’22: $1MQ2 ’22Q3 ’22: $3MQ3 ’22Q4 ’22: $4MQ4 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202284.1K$4M+1.71%
Q3 202285.9K$3M+1.56%
Q2 202235.9K$1M+0.73%
Q1 202214.8K$713,000+0.34%

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