SEC 13F Intelligence

Wilshire Advisors LLC / VEA

Wilshire Advisors LLC’s Vanguard Tax-Managed Fds Position

Does Wilshire Advisors LLC own Vanguard Tax-Managed Fds (VEA)? Not currently — the last reported position was 144.5K shares worth $7M in Q1 2021; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$7M
Q1 2021
Shares
144.5K
% of Portfolio
+6.70%
Quarters Held
10
position exited

Position History VEA

Reported value by quarter
Q4 ’18: $7MQ4 ’18Q1 ’19: $8MQ2 ’19: $8MQ2 ’19Q3 ’19: $8MQ4 ’19: $8MQ4 ’19Q1 ’20: $7MQ2 ’20: $7MQ2 ’20Q3 ’20: $7MQ4 ’20: $7MQ4 ’20Q1 ’21: $7Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2021144.5K$7M+6.70%
Q4 2020149.2K$7M+6.69%
Q3 2020178.8K$7M+7.44%
Q2 2020181.7K$7M+7.41%
Q1 2020207.7K$7M+7.54%
Q4 2019182.6K$8M+7.14%
Q3 2019191.9K$8M+7.03%
Q2 2019195.7K$8M+7.22%
Q1 2019190.5K$8M+7.30%
Q4 2018198.3K$7M+7.75%

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