SEC 13F Intelligence

Wealthnavi Inc. / VEA

Wealthnavi Inc.’s Vanguard Tax-Managed Fds Position

Does Wealthnavi Inc. own Vanguard Tax-Managed Fds (VEA)? Yes49.48M shares worth $3.2B (+27.48% of its 13F portfolio) as of Q1 2026, down from 49.54M shares the prior filed quarter.

Position Value
$3.2B
Q1 2026
Shares
49.48M
% of Portfolio
+27.48%
Quarters Held
28
currently held

Position History VEA

Reported value by quarter
Q1 ’19: $364MQ1 ’19Q2 ’19: $402MQ3 ’19: $453MQ4 ’19: $515MQ1 ’20: $495MQ1 ’20Q2 ’20: $642MQ3 ’20: $756MQ4 ’20: $893MQ1 ’21: $1.0BQ1 ’21Q3 ’21: $1.4BQ4 ’21: $1.5BQ1 ’22: $1.5BQ2 ’22: $1.4BQ2 ’22Q3 ’22: $1.3BQ4 ’22: $1.6BQ1 ’23: $1.7BQ2 ’23: $1.7BQ2 ’23Q3 ’23: $1.7BQ4 ’23: $1.9BQ1 ’24: $2.1BQ2 ’24: $2.2BQ2 ’24Q3 ’24: $2.4BQ4 ’24: $2.4BQ1 ’25: $2.5BQ2 ’25: $2.8BQ2 ’25Q3 ’25: $2.9BQ4 ’25: $3.1BQ1 ’26: $3.2Bfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202649.48M$3.2B+27.48%
Q4 202549.54M$3.1B+27.35%
Q3 202548.80M$2.9B+27.10%
Q2 202548.25M$2.8B+27.70%
Q1 202549.79M$2.5B+28.16%
Q4 202449.43M$2.4B+27.48%
Q3 202446.10M$2.4B+27.85%
Q2 202443.66M$2.2B+27.37%
Q1 202441.76M$2.1B+27.89%
Q4 202340.17M$1.9B+27.90%
Q3 202339.21M$1.7B+27.77%
Q2 202337.37M$1.7B+28.02%
Q1 202337.42M$1.7B+28.80%
Q4 202237.15M$1.6B+29.17%
Q3 202236.92M$1.3B+28.30%
Q2 202233.30M$1.4B+27.74%
Q1 202230.79M$1.5B+27.81%
Q4 202130.02M$1.5B+27.96%
Q3 202126.98M$1.4B+28.03%
Q1 202120.70M$1.0B+27.97%
Q4 202018.91M$893M+28.23%
Q3 202018.48M$756M+27.73%
Q2 202016.54M$642M+27.80%
Q1 202014.83M$495M+27.50%
Q4 201911.68M$515M+28.00%
Q3 201911.02M$453M+28.21%
Q2 20199.63M$402M+28.37%
Q1 20198.90M$364M+29.01%

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