SEC 13F Intelligence

Summit Global Investments / VEA

Summit Global Investments’s Vanguard Tax-Managed Fds Position

Does Summit Global Investments own Vanguard Tax-Managed Fds (VEA)? Yes — 182.4K shares worth $12M (+0.69% of its 13F portfolio) as of Q1 2026, up from 19.9K shares the prior filed quarter.

Position Value
$12M
Q1 2026
Shares
182.4K
% of Portfolio
+0.69%
Quarters Held
10
currently held

Position History VEA

Reported value by quarter
Q4 ’23: $298,000Q4 ’23Q1 ’24: $2MQ2 ’24: $2MQ2 ’24Q3 ’24: $1MQ4 ’24: $1MQ4 ’24Q1 ’25: $1MQ2 ’25: $1MQ2 ’25Q3 ’25: $1MQ4 ’25: $1MQ4 ’25Q1 ’26: $12Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026182.4K$12M+0.69%
Q4 202519.9K$1M+0.07%
Q3 202521.3K$1M+0.07%
Q2 202523.3K$1M+0.08%
Q1 202523.7K$1M+0.09%
Q4 202425.3K$1M+0.08%
Q3 202425.5K$1M+0.09%
Q2 202437.1K$2M+0.12%
Q1 202442.8K$2M+0.16%
Q4 20236.2K$298,000+0.02%

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