SEC 13F Intelligence

Gradient Capital Advisors, LLC / VEA

Gradient Capital Advisors, LLC’s Vanguard Tax-Managed Fds Position

Does Gradient Capital Advisors, LLC own Vanguard Tax-Managed Fds (VEA)? Yes — 114.3K shares worth $8M (+1.89% of its 13F portfolio) as of Q2 2026, down from 115.0K shares the prior filed quarter.

Position Value
$8M
Q2 2026
Shares
114.3K
% of Portfolio
+1.89%
Quarters Held
31
currently held

Position History VEA

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $3MQ2 ’19: $3MQ3 ’19: $3MQ4 ’19: $3MQ4 ’19Q1 ’20: $2MQ2 ’20: $3MQ3 ’20: $3MQ4 ’20: $3MQ4 ’20Q1 ’21: $3MQ2 ’21: $3MQ3 ’21: $3MQ4 ’21: $3MQ4 ’21Q1 ’22: $4MQ2 ’22: $4MQ3 ’22: $3MQ4 ’22: $4MQ4 ’22Q1 ’23: $4MQ2 ’23: $4MQ3 ’23: $4MQ4 ’23: $5MQ4 ’23Q1 ’24: $5MQ2 ’24: $5MQ3 ’24: $5MQ4 ’24: $5MQ4 ’24Q1 ’25: $6MQ2 ’25: $6MQ3 ’25: $6MQ4 ’25: $7MQ4 ’25Q1 ’26: $7MQ2 ’26: $8Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 2026114.3K$8M+1.89%
Q1 2026115.0K$7M+1.91%
Q4 2025113.2K$7M+1.82%
Q3 2025107.6K$6M+1.73%
Q2 2025107.7K$6M+1.81%
Q1 2025108.5K$6M+1.80%
Q4 2024103.1K$5M+1.59%
Q3 202494.0K$5M+1.64%
Q2 202494.4K$5M+1.67%
Q1 202493.0K$5M+1.71%
Q4 202394.4K$5M+1.72%
Q3 202390.8K$4M+1.66%
Q2 202391.2K$4M+1.69%
Q1 202394.4K$4M+1.81%
Q4 202294.4K$4M+1.80%
Q3 202290.8K$3M+1.58%
Q2 202296.9K$4M+1.90%
Q1 202283.9K$4M+1.71%
Q4 202163.2K$3M+1.34%
Q3 202162.8K$3M+1.45%
Q2 202162.9K$3M+1.52%
Q1 202163.6K$3M+1.65%
Q4 202064.2K$3M+1.73%
Q3 202069.5K$3M+1.78%
Q2 202071.4K$3M+1.87%
Q1 202073.7K$2M+1.98%
Q4 201966.6K$3M+2.04%
Q3 201967.0K$3M+2.06%
Q2 201966.4K$3M+2.13%
Q1 201965.8K$3M+2.14%
Q4 201859.6K$2M+1.91%

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