SEC 13F Intelligence

Hillcrest Wealth Advisors - Ny, LLC / VEA

Hillcrest Wealth Advisors - Ny, LLC’s Vanguard Tax-Managed Fds Position

Does Hillcrest Wealth Advisors - Ny, LLC own Vanguard Tax-Managed Fds (VEA)? Yes — 295.1K shares worth $19M (+7.66% of its 13F portfolio) as of Q1 2026, up from 259.1K shares the prior filed quarter.

Position Value
$19M
Q1 2026
Shares
295.1K
% of Portfolio
+7.66%
Quarters Held
30
currently held

Position History VEA

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $2MQ2 ’19: $2MQ3 ’19: $3MQ4 ’19: $3MQ4 ’19Q1 ’20: $3MQ2 ’20: $3MQ3 ’20: $3MQ4 ’20: $4MQ4 ’20Q1 ’21: $5MQ2 ’21: $5MQ3 ’21: $6MQ4 ’21: $7MQ4 ’21Q1 ’22: $9MQ2 ’22: $9MQ3 ’22: $8MQ4 ’22: $8MQ4 ’22Q1 ’23: $8MQ2 ’23: $8MQ3 ’23: $9MQ4 ’23: $10MQ4 ’23Q1 ’24: $11MQ2 ’24: $11MQ3 ’24: $12MQ4 ’24: $12MQ4 ’24Q1 ’25: $13MQ2 ’25: $14MQ3 ’25: $15MQ4 ’25: $16MQ4 ’25Q1 ’26: $19Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026295.1K$19M+7.66%
Q4 2025259.1K$16M+6.97%
Q3 2025255.5K$15M+6.88%
Q2 2025254.1K$14M+6.81%
Q1 2025246.3K$13M+6.20%
Q4 2024252.3K$12M+5.73%
Q3 2024232.8K$12M+6.14%
Q2 2024219.0K$11M+5.83%
Q1 2024213.6K$11M+5.81%
Q4 2023210.8K$10M+5.56%
Q3 2023206.5K$9M+5.14%
Q2 2023183.0K$8M+4.99%
Q1 2023184.1K$8M+4.93%
Q4 2022186.7K$8M+4.68%
Q3 2022215.2K$8M+4.96%
Q2 2022216.2K$9M+5.35%
Q1 2022183.3K$9M+4.88%
Q4 2021143.2K$7M+3.93%
Q3 2021116.5K$6M+3.49%
Q2 2021100.2K$5M+3.13%
Q1 202195.9K$5M+2.87%
Q4 202082.4K$4M+2.60%
Q3 202077.2K$3M+2.24%
Q2 202083.2K$3M+2.79%
Q1 202078.6K$3M+2.61%
Q4 201967.2K$3M+2.46%
Q3 201961.7K$3M+2.18%
Q2 201955.5K$2M+1.95%
Q1 201954.3K$2M+1.95%
Q4 201844.4K$2M+1.53%

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