SEC 13F Intelligence

Riverpoint Wealth Management Holdings, LLC / VEA

Riverpoint Wealth Management Holdings, LLC’s Vanguard Tax-Managed Fds Position

Does Riverpoint Wealth Management Holdings, LLC own Vanguard Tax-Managed Fds (VEA)? Yes — 859.1K shares worth $55M (+11.71% of its 13F portfolio) as of Q1 2026, down from 860.2K shares the prior filed quarter.

Position Value
$55M
Q1 2026
Shares
859.1K
% of Portfolio
+11.71%
Quarters Held
30
currently held

Position History VEA

Reported value by quarter
Q4 ’18: $9MQ4 ’18Q1 ’19: $8MQ2 ’19: $9MQ3 ’19: $9MQ4 ’19: $9MQ4 ’19Q1 ’20: $16MQ2 ’20: $24MQ3 ’20: $26MQ4 ’20: $30MQ4 ’20Q1 ’21: $31MQ2 ’21: $33MQ3 ’21: $33MQ4 ’21: $34MQ4 ’21Q1 ’22: $34MQ2 ’22: $30MQ3 ’22: $26MQ4 ’22: $31MQ4 ’22Q1 ’23: $34MQ2 ’23: $35MQ3 ’23: $33MQ4 ’23: $38MQ4 ’23Q1 ’24: $40MQ2 ’24: $40MQ3 ’24: $43MQ4 ’24: $39MQ4 ’24Q1 ’25: $42MQ2 ’25: $49MQ3 ’25: $51MQ4 ’25: $54MQ4 ’25Q1 ’26: $55Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026859.1K$55M+11.71%
Q4 2025860.2K$54M+11.54%
Q3 2025854.3K$51M+11.25%
Q2 2025855.8K$49M+11.48%
Q1 2025825.4K$42M+10.84%
Q4 2024816.7K$39M+10.19%
Q3 2024806.5K$43M+10.92%
Q2 2024801.3K$40M+10.99%
Q1 2024799.1K$40M+11.15%
Q4 2023798.0K$38M+11.25%
Q3 2023762.2K$33M+10.99%
Q2 2023756.6K$35M+11.08%
Q1 2023749.4K$34M+11.69%
Q4 2022747.5K$31M+11.59%
Q3 2022718.7K$26M+11.12%
Q2 2022744.1K$30M+12.22%
Q1 2022717.6K$34M+11.93%
Q4 2021669.1K$34M+11.60%
Q3 2021645.4K$33M+11.44%
Q2 2021633.9K$33M+9.03%
Q1 2021632.5K$31M+9.39%
Q4 2020627.9K$30M+9.37%
Q3 2020625.0K$26M+9.29%
Q2 2020625.6K$24M+9.47%
Q1 2020486.4K$16M+7.92%
Q4 2019206.1K$9M+3.60%
Q3 2019212.3K$9M+3.86%
Q2 2019211.2K$9M+4.02%
Q1 2019206.5K$8M+4.07%
Q4 2018237.5K$9M+4.89%

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