SEC 13F Intelligence

Beirne Wealth Consulting Services, LLC / VEA

Beirne Wealth Consulting Services, LLC’s Vanguard Tax-Managed Fds Position

Does Beirne Wealth Consulting Services, LLC own Vanguard Tax-Managed Fds (VEA)? Yes441.6K shares worth $31M (+6.26% of its 13F portfolio) as of Q2 2026, down from 473.7K shares the prior filed quarter.

Position Value
$31M
Q2 2026
Shares
441.6K
% of Portfolio
+6.26%
Quarters Held
29
currently held

Position History VEA

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $2MQ2 ’19: $2MQ3 ’19: $2MQ4 ’19: $2MQ4 ’19Q1 ’20: $602,000Q2 ’20: $457,000Q3 ’20: $484,000Q4 ’20: $904,000Q4 ’20Q1 ’21: $975,000Q2 ’21: $436,000Q3 ’21: $429,000Q4 ’21: $391,000Q4 ’21Q1 ’22: $367,000Q3 ’22: $15MQ1 ’23: $386,876Q2 ’23: $341,037Q2 ’23Q3 ’23: $341,037Q4 ’23: $569,698Q1 ’24: $19MQ2 ’24: $19MQ2 ’24Q3 ’24: $20MQ4 ’24: $19MQ1 ’25: $20MQ2 ’25: $24MQ2 ’25Q3 ’25: $25MQ4 ’25: $26MQ1 ’26: $30MQ2 ’26: $31MQ2 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q2 2026441.6K$31M+6.26%
Q1 2026473.7K$30M+8.59%
Q4 2025423.6K$26M+7.66%
Q3 2025416.7K$25M+5.99%
Q2 2025414.7K$24M+7.67%
Q1 2025391.4K$20M+7.09%
Q4 2024389.6K$19M+6.72%
Q3 2024383.9K$20M+7.12%
Q2 2024393.8K$19M+7.85%
Q1 2024387.6K$19M+8.25%
Q4 202311.9K$569,698+0.28%
Q3 20237.4K$341,037+0.27%
Q2 20237.4K$341,037+0.27%
Q1 20238.6K$386,876+0.27%
Q3 2022408.8K$15M+5.65%
Q1 20227.7K$367,000+0.20%
Q4 20217.6K$391,000+0.21%
Q3 20218.5K$429,000+0.24%
Q2 20218.5K$436,000+0.24%
Q1 202119.9K$975,000+0.57%
Q4 202019.1K$904,000+0.45%
Q3 202011.8K$484,000+0.28%
Q2 202011.8K$457,000+0.37%
Q1 202018.0K$602,000+0.65%
Q4 201938.5K$2M+1.49%
Q3 201938.3K$2M+1.31%
Q2 201938.1K$2M+1.43%
Q1 201948.6K$2M+1.57%
Q4 201861.2K$2M+1.93%

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